Clinical Features
Using the Auto-Text Buttons for Session Notes
Removing Values for Multiple Choice in Surveys
Step 1: Click the Survey you want to customize. Step 2: Go to Advanced Options, where you'll need to tick the box next to Hide Scores. Once done, click on Save Changes to confirm your selection. Once saved, this will remove the scores from all ...
Downloading a Single Session Note
There are 2 ways to download a single session note. From Individual Session Note: Step 1: After scheduling an appointment, access the details by clicking on the appointment, then proceed by selecting the 'Add Note' option. Step 2: Click on in the ...
How to Paste a Previous Session Note
This action is applicable only when there is an existing note from a previous session. Step 1: After scheduling an appointment, access the details by clicking on the appointment, then proceed by selecting the 'Add Note' option. Step 2: Click on ...
Adding Colors to your Routine Outcome Measures
Step 1: Go to Settings the click Account Settings Step 2: Click on the Codes & Metrics Tab on the left-hand side then click Routine Outcome Measures Step 3: Click Add New Routine Outcome Measure Step 4: You will be directed to Create Routine Outcome ...
List of Global Surveys
Here's a list of the global surveys pre-populated in your MBP account. These are either found on the public domain or MBP has sought the necessary permissions from the authors to integrate their protocols into our EHR. These global surveys will ...
Writing a Group Note
Guide for setting up groups can be found here: Creating Client Groups Once you have created a client group within your account settings and scheduled a group appointment, you'll be able to utilize our group notes feature. STEP 1: Click on the Group ...
Customizing Interventions
STEP 1: Navigate to the CODES & METRICS tab within the Account Settings section. STEP 2: Review list of global Interventions and activate any of the ones already in the account or add additional ones as needed. ● Within the Codes & Metrics tab, click ...
List of Available Note Templates
The following is a list of all note templates currently available for use. Session Note Templates · CBT Note fields o Today’s Agenda o Homework Compliance o Notes o Symptoms o Interventions o New Homework o Next Session’s Agenda ...
Changing the Default Note Settings
You can change the default settings for Session Notes, Treatment Plans, Intake Interviews, and Case Conceptualizations at three different levels: Practice-Wide Per Professional Per Client To see a full list of the various types of note templates ...
Designing Custom Surveys
STEP 1: Navigate to the SURVEYS & PACKETS tab within the Account Settings section. STEP 2: Customize the pre-made consent form/intake questionnaire templates to reflect your practice’s details and needs by clicking on the Survey name. NOTE: If ...
Adding Diagnosis Codes
STEP 1: Navigate to the “Diagnosis” tab within the desired client’s profile STEP 2: Under the Treatment Methods heading, click on the Select Diagnosis Code drop down Begin typing the code/description in the search bar If the diagnosis is not ...