New Header on Patient Page

Our new sleek header design on the client chart offers a detailed overview of the client, including the total balance due (incorporating insurance) and the client balance due.

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• New Features - February 2025!

  You asked… MBP listened… We are excited to announce that the following NEW & IMPROVED features are now LIVE on MBP! NEW BILLING & REPORTS NEW — Client Retention Report View your clients’ treatment timelines in an easy-to-read report to help identify ...

• Adding a Collateral Client to an Appointment

  Collateral clients added to a primary client’s session, will not have a record of the session in their chart or be billed. If you prefer to have a record for both clients see Creating Client or Staff Groups. Create a new session and add the primary ...

• Creating New Clients

  STEP 1: Click the icon in the top right-hand corner - OR - click on the + New Client button within the Clients tab. STEP 2: Enter applicable information into the pop-up window Select the appropriate professional from the dropdown First and Last Names ...

• Fall '25 New Features

  New Features - Fall '25! We are excited to announce that the following NEW & IMPROVED features are now LIVE on MBP! NEW BILLING & REPORTS NEW — Advanced Client Invoicing You can now generate invoices by date of service, that clearly show client ...

• Updating Client Status

  Navigate to the Client Overview page within their chart. Then, scroll down to Status. Here, select the drop-down and choose the client's updated status. I.e., Inactive, Active, Wait List, Prospect.