Client How-To Guides
Client Portal: Time Zone Update
Once logged into the client portal, navigate to Settings and select Change Time Zone. Here, you will select your time zone and Save Changes. Updating your account to the proper time zone will update the appointments on your Scheduling tab based on ...
Client Portal: Making Payments
Please note: some practices may not have this setting enabled. If you do not see the "Pay Now" button, please reach out to your provider to initiate a payment. To make a payment, navigate to the Payment & Invoice tab ➡️ select Pay Now ** Partial or ...
Uploading Copies of Your Insurance Card
STEP 1: Login to your client portal Client Portal Login 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 ...
Acceso a su portal de clientes
Debería recibir un correo electrónico invitándolo a unirse al portal del cliente. Una vez que haya creado su contraseña para el portal de clientes, puede iniciar sesión en su portal de clientes aquí: Portal del cliente Una vez que haya iniciado ...
Client Portal: Entering Payment Information & Completing Consent Paperwork
To enter payment, navigate to the "Payment & Invoices" tab located on the left-hand side. Then, simply click on the +Add Payment Method button under Payment Methods to enter your card information. Please see the screenshot below for reference. To ...
Navigating Between Two Client Portals
If you have access to two different client portals (whether for two clients in the same practice or for the same client in two different practices), you can use the same login credentials to easily access both portals. Once you've logged into 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 ...
Setting Up Appointment Reminders
You can enroll in appointment reminders to be sent via text message within your portal. STEP 1: Login to your portal and click on the Notifications tab. STEP 2: You'll then be able to click on the button to enable notifications and enter the mobile ...
Generating Invoices/Superbills in the Client Portal
STEP 1: Navigate to the Payment & Invoices tab within your client portal. STEP 2: Click on the Generate Date Range Invoice button. STEP 3: Select the appropriate timeframe for the receipt/invoice/superbill that you would like to generate by clicking ...