Related Articles
Writing a Group Note
Guide for setting up groups can be found here: Creating Client Groups Once you have created a client group within your account settings and scheduled a group appointment, you'll be able to utilize our group notes feature. STEP 1: Click on the Group ...
Creating Custom Note Template
Step 1: Navigate to Account Settings within the Setting dropdown. Step 2: Go to Custom Notes tab then click + Add New Custom Note. Step 3: In the Properties tab, enter the name for the new note template and choose whether you want it to include the ...
Note Status Report
Run a report to discover the status of your notes. Step 1: Navigate to the Reporting page and select Note Status Report. Step 2: Filter by professional, date range, note status. Then, select Filter. Totals for each note type will show above the list. ...
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 ...
Enrolling in AI Notes
Enroll in AI Notes - Practice Level For pricing details please review the AI Notes section on our website (https://www.mbpractice.com/ai-notes) To enroll in AI notes, please reach out to support at customersupport@mbpractice.com, so we can enable the ...