Utilizing the Events tab - Adding Timeline Events, Viewing Past Events, Downloading Medical Record

Utilizing the Events tab - Adding Timeline Events, Viewing Past Events, Downloading Medical Record


    • Related Articles

    • Adding Appointments to the Calendar

      You can add two types of appointments to your calendar. Client Appointments Non-Client Appointments Scheduling a Client Appointment Step 1: Click on the date/time within the calendar OR click on the New Session icon in the top right-hand corner of ...
    • Downloading a Single Session Note

      There are 2 ways to download a single session note. From Individual Session Note: Step 1: After scheduling an appointment, access the details by clicking on the appointment, then proceed by selecting the 'Add Note' option. Step 2: Click on in the ...
    • Utilizing the Import Center

      Importing Your Data into MBP After entering your card information and selecting the appropriate migration package, you're now ready to upload your client import data into your My Best Practice account. Step 1: Log-in to My best Practice, then go to ...
    • Viewing Completed Surveys

      You can view all completed surveys for an individual client at any time within their client profile --OR-- you can use the Surveys to Review tool within the To-Do List to view all recently completed surveys. Please note: these surveys will be removed ...
    • Adding Diagnosis Codes

      STEP 1:   Navigate to the “Diagnosis” tab within the desired client’s profile STEP 2:  Under the Treatment Methods heading, click on the Select Diagnosis Code drop down  Begin typing the code/description in the search bar If the diagnosis is not ...