Uploading Copies of Your Insurance Card
STEP 1: Login to your client portal
STEP 2: Navigate to the Documents tab on the left-hand side
STEP 3: Upload the front/back of your insurance card
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 files.
Related Articles
Secondary Insurance
Step 1: Navigate to the client’s Claim Center tab in their chart. Then, select Add Insurance Plan. Step 2: Once you have added all of the necessary insurance information, check off Secondary and then, select Add Insurance Plan. The letter 'S' will ...Refunding a Credit Card Transaction
In order to refund a credit card charge, you will want to navigate to the Billing tab within the menu bar or within the specific client's profile. If searching for the transaction within the main Billing tab, you'll first want to enter the date range ...Portal Access, Consent Forms, and Credit Card Information (EMAIL TEMPLATE)
Thank you for choosing to work with us! You should have just received an invitation to enroll in our client portal system (My Best Practice). Once you’ve enrolled, you will need you to enter your payment information and complete all consent forms ...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 ...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 ...