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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 ...