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 payments and balances

• NEW — Custom Missed Reason
  

• Users can create custom missed reason to assist with reporting.
  

• NEW — Client Attendance Statistics
  

• You can now report on attendance statistics within the client chart.

CALENDAR & SCHEDULING UPDATES

• NEW — Non-client PDF Export
  

• You can now export notes saved to a non-client appointment.
  

• NEW — Edit Appointments from Upcoming Appointment Modal
  

• Users can edit a client's upcoming appointments from within the client chart.

• NEW — Client Portal: Upcoming Appointments
  

• Clients can now see more upcoming appointments from their client portal.
  

• NEW — Important Note on Scheduling Modal
  

• Now, the important note within the client chart will appear within the scheduling modal.

CLINICAL & OTHER IMPROVEMENTS

• NEW — Sleek Header on Patient Chart
  

• Our sleek header design offers a clear view of client details such as, balances.

• NEW — Send Treatment Plan for Client Signature
  

• Users will now be able to send treatment plans to the client portal for review and signature.
  

• NEW — Client Portal: Updated Packet Header on Packet
  

• With our new packet header, clients will be able to track their progress more easily.

• NEW — Prompt for Payment Methods & Insurance Plans on Intake Packets

• Users can add a prompt for payment method and/or insurance plans at the end of an intake packet.

AND MORE COMING SOON! 

Our team is working on getting all of these new features documented within the MBP Support Center. Articles detailing new features and updates/improvements to existing features can be found within the NEW FEATURES section of the knowledge base.