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 ...

• 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 ...