Account Settings
Basic User: How to Add a Signature on File
Step 1: Navigate to Settings - My Settings - General. Then, select your professional profile using the hyperlink professional name. Step 2: Scroll down and select the hyperlink for signature. Here you can create a signature or upload a photo of your ...
Enrolling in AI Notes
Enroll in AI Notes - Practice Level Step 1: Navigate to Account Settings - Practice Settings - Telehealth / AI Notes. Then, check Use AI Notes. *must be enrolled in telehealth first. Step 2: General Settings / Note Format Require Approval for AI ...
Adding a Client
Step 1: select the Add Client button at the top right. Step 2: complete all of the necessary information to enroll your client. To quickly add a client to the system you only need their name. Uncheck “Enroll in Client Portal” See Enrolling Contact in ...
User Settings Within Staff & Users
First, choose the type of user: Standard User limited access (select additional professionals this user has access to) Basic Administrator have access to all data, but cannot make changes to account level settings. Full Administration have access to ...
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. ...
Default Rates - Practice Level
Navigate to Settings - Account Settings. = Select the edit link under Practice Settings. Navigate to Default Rates. Now, choose the service(s) you want to default using the dropdown. Once completed, select Add. Then, add your default rate(s) and ...
Client Document Upload Notification
Navigate to your Settings - Account Settings - General. Then, select Edit under Practice Settings. Once in Practice Settings, select the Notifications tab. Then, check the box labeled 'Notify on Client Document Upload'. This notification is at the ...
Inactivating a Professional Profile
STEP 1 -- Delete ALL future appointments from the professional's calendar. Make sure to delete all individual appointments and recurring appointment series. To check that all future sessions have been successfully deleted, you can navigate to the ...
Adding Signature on File
Step 1: Navigate to Account Settings. Step 2: Go to Staff & Users tab and click on the professional's name. Step 3: You'll be directed to the Practice Settings, where you can fin the signature section at the bottom. Step 4: Add your signature by ...
Enrolling in e-prescribe (DoseSpot)
First, reach out to support@mbpractice.com to add e-scripts to your subscription Step 1: Navigate to the To-Do list. Step 2: Select the Prescriptions tab, and complete the DoseSpot ePrescribing Authorization Agreement & Identity Proofing Agreement.
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 ...
Updating Client Time Zone
Navigate to the client chart ➡️ Overview tab. Scroll down to the Time Zone, select the proper time zone, and select Save Changes. Updating the clients time zone will update their appointments to the proper time based on their time zone. This will ...
Telehealth Start - Finish
Navigate to Account Settings ➡️ Staff & Users ➡️ Professionals - select the name of the professional you want to enroll/unenroll in telehealth. Check the Enroll in Telehealth box. This will populate other telehealth-related boxes. Telehealth Display ...
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.
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 ...
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 ...
Client Portal Guide
Step 1: Clients will receive an email for the enrollment in the Client Portal. Take the next step by clicking the 'Enroll in Client Portal' button provided in the email. Step 2: After clicking the link, clients will be directed to the Client Portal ...
Enabling Auto-Sign for Session Notes
Step 1: Navigate to Account Settings. Step 2: Go to Staff & Users tab and click on the professional's name. Step 3: You'll be directed to the Practice Settings, where you can fin the signature section at the bottom. Step 4: Add your signature by ...
Client Portal - Enable Profile Completion Settings
You can Enable Profile Completion Settings to help prompt your clients to finish setting up their client portals. Step 1: Navigate to Account Settings Step 2: Click on "Edit" for your Practice Settings Step 3: Choose the "Client Portal tab". Then, ...
Adding Custom Text To Appointment Reminders
Step 1: Navigate to Account Settings Step 2: Click Edit on the Practice Settings option Step 3: Navigate to the Default Tab and check the box for Enable Appointment Reminders/Days Before Step 4: Click on the Information tab located next to Enable ...
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 Time Zone This will be the default time zone for all staff members’ calendars. Enable Appt ...
Creating Facilities & Rooms
STEP 1: Navigate to the FACILITIES & ROOMS tab within the Account Settings section. STEP 2: Click +Add New Facility button. STEP 3: Enter appropriate facility details. These details will appear on the superbills if the “Invoice Display Facility ...
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 ...
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 ...
Configuring Staff & User Settings
FOR PROFESSIONAL STAFF MEMBERS Professionals ACTIVE Allows admin to inactivate professionals to revoke their access while preserving all system data. Color Assign a color to the clinician to color code the calendar when using the Professional view ...
Configuring Invoice/Superbill Settings
Please note: "invoice" is synonymous with "superbill." Navigate to the middle bucket within the General Account Settings tab (found in the "Settings" dropdown) entitled "Invoice Contact Details" and then click the Edit butto Ensure all of your ...
Supervisory Features
In order to utilize the supervisory features, you must first have the correct supervisory relationship configured in the Account Settings. For instructions on how an administrator can do so, please see here: Creating Supervisory Relationships ...
Changing from One-Way to Two-Way Google Calendar Sync
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 ...
Creating Supervisory Relationships
In order to utilize the Supervisee Review feature, you'll first need to enable supervision within your Practice Settings and set up the supervisory relationships within your Staff & Users settings. Navigate to the Practice Settings bucket within the ...
Adding Codes & Metrics
ADD CODES & METRICS 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 added for your practice. STEP 3: You can edit the current codes to ...
Inviting Additional Users
INVITING ADDITIONAL STAFF/USERS TO YOUR ACCOUNT STEP 1: Navigate to the “Staff & Users” tab within the Account Settings section. STEP 2: Select the appropriate tab for the type of staff member you’d like to add to your account. Professionals ...