Onboarding Worksheet

Please complete the attached onboarding worksheet prior to meeting with one of our onboarding specialists. 

If you would like to bulk-upload clients, please see the following Client Import Template for further instructions: Client Import Template

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• Comprehensive Onboarding Packet

  CONFIGURE GENERAL ACCOUNT SETTINGS STEP 1: Navigate to the ACCOUNT SETTINGS section. Click on the Settings dropdown within the menu bar and select “Account Settings” STEP 2: Add your practice logo! This will be seen by your staff upon logging into My ...

• Selecting a Migration Package

  Selecting a Migration Package Step 1: Login to your MBP account, and click "Add a Payment Method Now" Step 2: Go to Account Settings within the Settings dropdown. Step 3: Click the Import Center tab on the left-hand side and select the migration ...

• Getting Ready for MBP's Data Import

  MBP understands that migrating from another EHR can be daunting, but this guide will walk you through each step to make it as seamless as possible. Step 1: Follow the instructions from your current EHR to export all of your client data. You can find ...

• Configuring Staff & User Settings

  FOR PROFESSIONAL STAFF MEMBERS Professionals ACTIVE Allows admin to inactivate professionals to revoke their access while preserving all system data. Color Assign a color to the clinician to color code the calendar when using the Professional view ...