Surveys & Packets / Cohorts & Schedule / Custom Notes
Font Consistency for Survey Rich Text Field
Step 1: Select the text you want to adjust in the Rich Text field. Step 2: Cut the text by: Pressing Command/Control + X on your keyboard. Or right-clicking the highlighted text and selecting Cut. Step 3: Click inside the Rich Text field where you ...
Cloning Forms/Surveys
Step 1: Navigate to Account Settings, then go to Surveys & Packets. Step 2: Select Clone on the survey you want to duplicate. This will allow you to make minor adjustments without altering the existing live form or survey. Step 3: Rename the Survey ...
Transition to MBP Packet
To help your clients transition from your previous EHR, we have created the "Transition to MBP" packet, which provides step-by-step instructions from the clients' perspective. The text included in the email that is sent with packet has been ...
Removing Values for Multiple Choice in Surveys
Step 1: Click the Survey you want to customize. Step 2: Go to Advanced Options, where you'll need to tick the box next to Hide Scores. Once done, click on Save Changes to confirm your selection. Once saved, this will remove the scores from all ...
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 ...
Creating a Cohort to Schedule Send Packets (Intakes & ROMs)
You can create cohorts within MBP to automatically send packets on a schedule of your choosing. This is great for sending intake packets at the time of creating a client -- OR -- to send out routine outcome measures or satisfaction surveys. Step 1: ...
Creating Intake Packets
Step 1: Design the individual surveys that you'd like to include in your intake packet. Directions for creating custom surveys can be found here (Designing Custom Surveys) Step 2: Navigate to the Packets tab within Surveys & Packets, and click + Add ...
Designing Custom Surveys
STEP 1: Navigate to the SURVEYS & PACKETS tab within the Account Settings section. STEP 2: Customize the pre-made consent form/intake questionnaire templates to reflect your practice’s details and needs by clicking on the Survey name. NOTE: If you ...