Practice Settings - Defaults
How to Turn on Face ID for the My Best Practice App
Step 1: Navigate to phone Settings - Apps - My Best Practice to turn on Face ID. Step 2: Navigate to the My Best Practice App Settings to turn on Touch ID.
Turning on Treatment Plan Overdue Notification
When turned on, client charts will display a yellow hazard notification at the treatment plan's overdue date. Step 1: Navigate to Practice Settings. Step 2: Add the number of days until the treatment plan is due under ‘How many days until treatment ...
Notify Clinician When First Appointment is Scheduled for a Client
When turned on, the clinician will receive an email notification of a client's first scheduled appointment. Step 1: Navigate to Settings - Account Settings - Practice Settings. Step 2: Select the Notifications tab. Then, check-off ‘Notify on Client’s ...
Turning on Text Alerts for Telehealth Notification
Step 1: Navigate to Settings - Account Settings - Practice Settings. Step 2: Select the Telehealth / AI Notes tab. Step 3: Choose the dropdown for ‘Telehealth Reminder Notification Method. Step 4: Select ‘Send to all notified emails and phone ...
Hide Billing from Staff & Users
Full administrators can hide billing from specific staff and users. When ‘Can View Billing’ is not checked off, users will not have access to the billing and reporting pages, nor will they be able to edit appointments (rooms and services). These ...
How to Turn on MFA (required by June 2025)
MFA adds a layer of protection to your account by requiring a unique code each time you sign in. You can choose to have this code sent to your phone or email. Effective June 2025 MFA will be required for all users. Step 1: Navigate to Settings - Dual ...
Turning on MFA (Multi Factor Authentication)
Step 1: Navigate to Settings - Dual Factor. Step 2: Select the bubble to enable dual factor authentication. Step 3: Choose either email or text authentication.
How to Use AI Notes
?AI notes can be enabled during telehealth and/or in-office appointments provided the telehealth platform is active and recording. An in-office session does not need to be marked as telehealth to access the telehealth link. Step 1: Select the ...
Customizing Appointment Reminders by Facility
You’ll now be able to include specific text within the text/email reminders based on the facility/room assigned to the appointment — ensuring that telehealth clients receive your telehealth information and in person clients know which office location ...
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 ...
Adding New Diagnosis Codes to Codes & Metrics
Step 1: Navigate to Account Settings - Codes & Metrics. Step 2: Select the Diagnosis tab on the right-hand side. Then, choose +Add New Diagnosis. Step 3: Select the type of diagnosis from the dropdown or create a new type by clicking (New). Step 4: ...
How to Enable Your Clinic for the PDMP API
Step 1 Inform MBP (customersupport@mbpractice.com) that you would like to have your clinic/facility enabled for PDMP. Step 2 Once the clinic representative has been added, they will receive an email with instructions on how to complete registration. ...
Enrolling in e-prescribe (DoseSpot)
Please reach out to support@mbpractice.com to add e-scripts to your subscription Our team will need the following information to set up your account: Date of Birth NPI # DEA # (if prescribing controlled substances) For pricing details visit: My Best ...
Practice Time Zone Update
Step 1: Go to Account Settings, and then click Edit on Practice Settings. Step 2: Choose your preferred time from the Time Zone dropdown box and then click Save Changes.
Client Balances Report Within the To-Do List
Step 1: Navigate to the To-Do list on the main menu. Then, select the tab labeled Client Balances. Here you'll find three search boxes designed to outline your search parameters. The middle box dictates which report you would like to run. Client ...
Turning Off Automatic Superbills for Specific Clients
Please note: "invoice" is synonymous with "Superbill." This feature allows you to turn off the superbill creation for a specific client. It is only applicable if you have enabled Auto-superbills in the Practice Settings under the Invoices tab. Here's ...
Configuring Practice Settings
Navigate to the Account Settings section of your account. Click on the “Edit” button on the “Practice Settings” bucket within the General tab. DEFAULT TAB Include Group Appointment on the Scroll This will display group note(s) when scrolling through ...
Adding/Editing CPT Codes
STEP 1: Navigate to the CODES & METRICS tab within the Account Settings section. STEP 2: Review the default codes (picture below) to see which ones need to be adjusted and/or added for your practice. STEP 3: You can edit the current codes to have ...