New Features!
Managing Offline Payments
Recording Payments Not Collected Through MBP Managing finances efficiently is crucial for every practice, especially when it comes to accurately recording offline payments. This article will guide you through the necessary steps to record payments ...
Invoices By Appointment
Our new Advanced Invoicing feature allows users to create detailed invoices for their clients. It provides a clear breakdown by service, along with any payments allocated toward those services—making it easy to see what amount is owed and which ...
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 ...
Adding an Important Note to the Client Chart
Staff members can add an important note to a client's chart from any tab within their chart. This note will also be available within the client appointment modal for review before session.
Scheduling a Cohort - Prevent Sending to Inactive Clients
Now, professionals can prevent sending recurring packets to inactive clients by enabling 'Prevent sending to inactive clients' within the cohort schedule.
Billed vs. Collected - Report by Facility
Now, professionals can filter by facility when running the billed vs. collected report. First, select 'Advanced Filters' Then, dropdown on facilities to select the facility or facilities you want to report on.
Packet Prompt - Add Payment Method and/or Add Insurance Plan
Now, professionals can add a prompt to collect payment methods and insurance plans during the intake packet process. These details will automatically populate on the chart when the packet is complete. First, enable 'Collect Payment Method' and/or ...
Client Portal: Updated Packet Header
With our new packet header, clients will have a clear understanding of which forms they will be completing in their packet, as they track their progress after each form submission.
Sending a Treatment Plan for Client Signature
Now, professionals can seamlessly send treatment plans to clients for review and signature directly from their client portal. First, select 'Enable client treatment plan signing' within Practice Settings. Then, navigate to the client's treatment plan ...
Editing Upcoming Appointments from the Client Chart
Now, staff can edit upcoming appointments right from the client's chart. Select the 'See Upcoming Appointments' modal available from any tab within the client chart. Then, choose the date and time of the appointment you want to edit to open the ...
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.
Client Preferred Name (Formerly Nickname)
Now, professionals can add client preferred name within the Client Overview tab of the client's chart. Like Nickname, preferred name can replace the first and last name in the client portal and on the professional’s main calendar.
Client Portal: View Upcoming Appointments
Now, clients can view a list of upcoming appointments by selecting the More button on the right-hand side of their Next Appointment on the client portal.
Client Attendance Statistics
Now, professionals can view client attendance statistics from the client chart. Navigate to the client chart Client Overview tab and select Client Statistics. Then, filter by Session Date (all time, specific date, etc.) Results will include total ...
Adding Custom Missed Reasons
Navigate to Settings ➡️ Account Settings ➡️ Practice Settings. Then, select the Missed Reasons tab and scroll down to Add Custom Missed Reason. Type in the title of your missed reason. Then, select the checkbox if you would like to add a default ...
Signing a Treatment Plan from the Client Portal
To review and sign your treatment plan, navigate to the Treatment Plan tab. Here, you can review your plan. Then, select Signature. Use your mouse or a stylus pen (depending on your device capabilities) to sign in the signature box. Once the ...