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Mass Messaging
Mass Messaging allows your practice to send a single message to multiple clients at once—saving time, improving communication efficiency, and ensuring consistent outreach. Whether you’re announcing office closures, sharing reminders, or sending bulk ...
Adding a Personalized Signature to Your Messages
Overview My Best Practice allows you to create a personalized signature that automatically appears at the bottom of every message you send. This helps you maintain a consistent, professional sign‑off without needing to retype your closing each time. ...
Events Tab
The Events tab in My Best Practice is your centralized timeline for all clinical activity—both session‑related and non‑session events. It brings together progress notes, administrative actions, and practice‑wide documentation in one clean, filterable ...
New Features - September 2026!
September Refresh: New Features Built to Elevate Your Practice Intake & Clinical Workflows NEW - Client Inquiry Form Our new Client Inquiry Forms make it easier than ever for prospective clients to reach your practice—capturing key details up front ...
New Features - February 2026!
New Year - New Features! We are excited to announce that the following NEW & IMPROVED features are now LIVE on MBP! NEW BILLING & REPORTS NEW - Billing vs Collected Report by Professional Users have the ability to filter the Billed vs. Collected ...
Fall '25 New Features
New Features - Fall '25! We are excited to announce that the following NEW & IMPROVED features are now LIVE on MBP! NEW BILLING & REPORTS NEW — Advanced Client Invoicing You can now generate invoices by date of service, that clearly show client ...
Non-Client Appointment PDF Export
Now, professionals can export non-client appointment details, such as supervision notes. Step 1: select the non-client appointment on the calendar. Step 2: select Download as PDF
New Header on Patient Page
Our new sleek header design on the client chart offers a detailed overview of the client, including the total balance due (incorporating insurance) and the client balance due.
New Features - April 2025!
New Features - April 2025! You asked… MBP listened… We are excited to announce that the following NEW & IMPROVED features are now LIVE on MBP! NEW BILLING & REPORTS NEW — Auto-pay for Insurance Clients Enroll insurance clients in auto-pay to ...
New Features - February 2025!
You asked… MBP listened… We are excited to announce that the following NEW & IMPROVED features are now LIVE on MBP! NEW BILLING & REPORTS NEW — Client Retention Report View your clients’ treatment timelines in an easy-to-read report to help identify ...
Cancelling Subscription
We're sorry to see you go! If you have client data that you need to export from the system, please do so before cancelling your account. To do so, please see the how-to guide here: Exporting Account Data STEP 1: Navigate to your Account Settings from ...
Clearing Browser Cache (Mobile & Desktop Browsers)
MOBILE BROWSERS ANDROID The steps to clear your cache, cookies, and history may differ depending on the model of your Android device and your preferred browser, but you should be able to clear your cache and data from your application management ...