Scheduling a Cohort - Prevent Sending to Inactive Clients

Now, professionals can prevent sending recurring packets to inactive clients by enabling 'Prevent sending to inactive clients' within the cohort schedule.

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• Creating a Cohort to Schedule Send Packets (Intakes & ROMs)

  You can create cohorts within MBP to automatically send packets on a schedule of your choosing. This is great for sending intake packets at the time of creating a client -- OR -- to send out routine outcome measures or satisfaction surveys. Step 1: ...

• Scheduling Couples Therapy Sessions

  When you are booking an appointment for a couple, you'll want to create two separate client profiles for each member of the couple. This will allow them to receive private communication without the other having access, if applicable.  When scheduling ...

• Importing Clients from CSV File

  If you don't have an EHR or if your EHR does not provide the information in one of our accepted formats, you can utilize our Self-Import tool. STEP 1: Navigate to the Import Center within Account Settings and click import STEP 2: Click on the ...

• Sending Surveys/Packets to Clients

  In order to send surveys/packets, you'll first want to create them by following the instructions here: Designing Custom Surveys/Packets You can also send any of our free Global Surveys.  Navigate to the “Surveys” tab within the desired client’s ...

• Turning Off Automatic Superbills for Specific Clients

  Please note: "invoice" is synonymous with "Superbill." This feature allows you to turn off the superbill creation for a specific client. It is only applicable if you have enabled Auto-superbills in the Practice Settings under the Invoices tab. Here's ...