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 ...
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 ...
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 ...
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 ...
Step 1: Navigate to Account Settings. Step 2: Go to Staff & Users tab and click on the professional's name. Step 3: You'll be directed to the Practice Settings, where you can fin the signature section at the bottom. Step 4: Add your signature by ...