Calendar / Scheduling
Scheduling & Billing Guide for Neuropsych Testing
Please note: this template was developed based on our knowledge of how neuropsych evaluations are billed to most insurance companies (either for in-network claims or for out-of-network superbills). However, this is only to be used as a guide. We ...
Creating Non-Client Appointments
Step 1: Navigate to Account Settings - Facilities and Rooms to create a facility called ‘Non-Client Appointments. Step 2: Add room(s) to the Non-client Facility. I.e., CLOSED, Personal, Holiday, Vacation. (You will still be able to add a title when ...
Adding a Collateral Client to an Appointment
Collateral clients added to a primary client’s session, will not have a record of the session in their chart or be billed. If you prefer to have a record for both clients see Creating Client or Staff Groups. Create a new session and add the primary ...
Client Portal Guide: Enrolling Additional Portal Users
Step 1: Navigate to the client’s chart. Step 2: Select the Client Portal tab and click + Add New User. Step 3: A pop-up box for Add/Edit Portal User will appear. First, enter the user's details. Then, check the necessary box(es) to grant proper ...
Client Portal Guide: Portal Permissions
Basic Functions - Enables the portal user to access the overall portal settings, ability to view the "Client Portal Banner Message" from the practice and/or the specific professional, view the "Upcoming Appointment" banner, and interact with the ...
Client Portal Guide: Adding a New Client (Enrolling Contact in Portal)
This feature is helpful when a minor or other client relies on a parent/guardian to assist in completing tasks. I.e., they do not have an email address or cannot access a computer on their own. If the client has an email and can access a computer, ...
Understanding MBP's Two-Way Sync with Google Calendar
SPECIFICS OF TWO-WAY SYNC If you have not yet done so, please see the instructions for setting up your MBP calendar for two-way sync with Google calendar here: Syncing to Google Calendar IMPORTANT - The two-way sync functionality exists only for the ...
Converting Non-Client Appts to Client Appts
You can now easily convert NON-CLIENT APPOINTMENTS directly into CLIENT APPOINTMENTS. If you are utilizing the two-way sync with Google Calendar, this will make converting the appointments you've added directly within Google so much easier!
Creating/Managing/Scheduling Client Groups (Treatment Groups, Couples, or Families)
"Groups" in MBP refers to any appointments that include multiple clients -- IOPs, treatment groups, couples, or families.
Marking Appointments as Missed
Telehealth Reminder
Step 1: Activate the Telehealth Reminder by checking the box during the appointment creation process. Step 2: Once activated, the system will send the client the Telehealth session link, ensuring it reaches them 20-30 minutes before the scheduled ...
Creating Client or Staff Groups
STEP 1: Navigate to the GROUPS tab within the Account Settings section. STEP 2: Click on the +Add New Group button. STEP 3: Complete the fields within theName & Description tab. Select Client or Staff Group Client groups = groups consisting of ...
Adding Appointments to the Calendar
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 ...
Scheduling Couples Therapy Sessions
When you are booking an appointment for a couple, you'll want to create two separate client profiles for each member of the couple. This will allow them to receive private communication without the other having access, if applicable. When scheduling ...
Turning on Appointment Text or Email Reminders
In addition to your clients being able to enroll in text or email reminders within their client portals, you can also turn on text reminders manually for your clients within their client profiles. Step 1: Navigate to the client's Contact Info tab ...
Granting Client Portal Access
Navigate to the Client Portal tab on the left-hand side. Click the +Add New User button Enter the new user's information If you have already entered the new user's email in the Contact Info tab, their email address will populate for selection in the ...
Syncing to Google Calendar (One-Way & Two-Way Sync)
STEP 1: Navigate to the Staff & User Settings of your account within the Settings tab in the menu bar. STEP 2: In the General section of your Staff & User settings, click on the “Google Calendar Sync” button. STEP 3: A new tab will populate in your ...
Re-Syncing Google Calendar
STEP 1: Navigate to your Professional/User Settings under the Settings tab. Note: For account administrators, click on the "Staff & Users" tab to see the professional/user settings. STEP 2: Click on Active under the Calendar heading on the ...
Adjusting Calendar Settings
STEP 1: Navigate to the Calendar tab. STEP 2: Click on the three horizontal lines icon in the top left-hand corner of the calendar to generate the Calendar Settings pop-up. STEP 3: Make the desired changes to your calendar settings. Professional(s): ...