Account Settings
Enrolling in e-prescribe (DoseSpot)
Step 1: Navigate to the To-Do list. Step 2: Select the Prescriptions tab, and complete the DoseSpot ePrescribing Authorization Agreement & Identity Proofing Agreement.
Secondary Insurance
Step 1: Navigate to the client’s Claim Center tab in their chart. Then, select Add Insurance Plan. Step 2: Once you have added all of the necessary insurance information, check off Secondary and then, select Add Insurance Plan. The letter 'S' will ...
Updating Client Status
Please navigate to the Client Overview page within their chart. Then, scroll down to Status. Here, select the drop-down and choose the client's updated status. I.e., Inactive, Active, Wait List, Prospect.
Editing & Resubmitting Denied Claims
To edit a denied claim select Actions ➡️ Resubmit Claim. Then, select Yes on the confirmation pop-up. Now, your claim will move to the Pending Claims tab where you can select the date of service to edit any appointment details. Once you have made all ...
Applying Write-offs
You can view billing by the individual client from within their client chart (Billing tab) or by selecting Billing on MBP's main page Once you have found the appointment you want to write off, you will select the Action tab ➡️ Apply Write-off From ...
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 ...
Teleheath: Video Conference Fix Tips
1) Reload your browser. 2) Try Incognito or Private mode - if you have browser extensions, like ad blockers, they can block your camera and microphone. 3) Quit your browser. Don't just close. QUIT and reopen. 4) Try another browser (Chrome, Safari or ...
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 ...
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 ...
Updating Client Email Addresses
If you need to update a clients e-mail address, there are two places that where that might be necesarry. OPTION 1: From the Contact Info tab (To Save Client Contact Information) Step 1: Navigate to Search Clients then input the name of the desired ...
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 ...
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 ...