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 ...
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 ...
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 ...
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 ...
To help your clients transition from your previous EHR, we have created the "Transition to MBP" packet, which provides step-by-step instructions from the clients' perspective. The text included in the email that is sent with packet has been ...