Updated Shared Document Center

Updated Shared Document Center

The Shared Document Center within your account has been completely revamped to include the ability to have a personal drive separate from your practice to store clinician-specific documents and to create folders to better organize your documents. You will also be able to create folders within your clients' document centers as well. 



You can add additional storage to your account for a small fee by clicking on "Get More Storage." 

To add documents to one of the drives, click the "Open" button for the appropriate drive, and then you can either Drag & Drop the file into the document list, or you can click "here" to browse from your computer's files. 


Once you've uploaded documents, you can use the action buttons next to each document to rename them, move them to other folders or drives, view the document details, or delete the document from the drive. 




    • Related Articles

    • Uploading Items to the Shared Practice Documents

      Step 1: Click on the Settings dropdown and select "Document Center" Step 2: Open the "Shared Practice Documents" drive Step 3: You can either Drag & Drop the folder(s)/file(s) into the top field -- OR -- press the click here button to browse your ...

    • Claims Center Walkthrough

      STEP 1: Adding providers to the Claims Center Navigate to Settings from the main menu then click Claims Center. Go to Providers & Payers tab and click on the Add Provider button A pop-up box will then appear where you can select from the list of ...

    • Updated To-Do List Items

      The To-Do list has moved from within the Settings dropdown into the main navigation bar. We've also added several new features to the to-do list including Surveys to Review, Supervisee Review, and Missing Dx Codes.  Surveys to Review Surveys that are ...

    • Uploading a Document to My Portal

      STEP 1: Log into your portal here: MBP Portal STEP 2: Click on the Documents tab on the left-hand side. STEP 3: Drag and drop the file into the white submission field -- or -- Click on the Drop Files Here to Upload button to browse your computer's ...

    • 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