New Features!
Shared Inbox: How to Create and Manage Team Mailboxes
Overview The Shared Inbox feature allows your team to manage messages collectively under a single mailbox—perfect for departments such as Billing, Clinical, or Administrative Support. Shared Inboxes ensure that multiple staff members can view, ...
Adding a Personalized Signature to Your Messages
Overview My Best Practice allows you to create a personalized signature that automatically appears at the bottom of every message you send. This helps you maintain a consistent, professional sign‑off without needing to retype your closing each time. ...
Auto-Allocation
Auto Allocation: How to Automatically Apply Payments to Outstanding Balances Overview Auto Allocation is a convenient tool in My Best Practice that allows you to automatically apply a payment to the oldest outstanding appointment balances on a ...
How to Turn On Automatic Receipts for Client Credit Card Payments
Providing clients with timely payment receipts is an important part of maintaining transparent, professional financial communication. My Best Practice makes this easy by allowing practices to automatically send receipts whenever a client’s credit ...
Business Associate Agreement (BAA) in My Best Practice
My Best Practice includes a Business Associate Agreement (BAA) by default for all users. Every user automatically acknowledges and accepts the BAA when activating their MBP account, ensuring HIPAA compliance from the moment their subscription begins. ...
Events Tab
The Events tab in My Best Practice is your centralized timeline for all clinical activity—both session‑related and non‑session events. It brings together progress notes, administrative actions, and practice‑wide documentation in one clean, filterable ...
Supervision on All Diagnosis tab Sections
All documentation created within the Diagnosis & Assessments tab—including Treatment Plan, Intake Interview, Case Conceptualization, and Assessment—can be sent to a supervisor for review. This allows clinicians to request supervisory feedback or ...
Assessment Section on Diagnosis Tab
NEW - Assessment Section on the Diagnosis tab What You Can Do in the Assessments Section of the Diagnosis Tab The Assessments section gives clinicians a dedicated workspace to create, review, and manage all assessment‑related documentation for a ...
Prevent Professionals from Editing Their Auto-sign Note Settings
Overview Administrators now have the ability to control whether Basic Professionals can edit their own auto‑sign note settings. This permission helps practices maintain consistent documentation standards and prevents accidental or unauthorized ...
Notification on Over Due Metrics
Overview To help teams stay on top of outstanding client surveys, the Metrics tab now displays a clear alert whenever a survey becomes overdue. This update ensures users can quickly identify items that require follow‑up and maintain accurate ...
Locking the Diagnosis Tab (Treatment Plan, Case Conceptualization, Intake Interview)
Overview Users can now lock each section within the Diagnosis tab to prevent changes after a treatment plan, case conceptualization, and intake interview has been finalized. This feature helps practices maintain documentation accuracy, protect ...
Client Demographics Hover
Overview The Client Demographic Hover feature allows users to quickly view key client information without opening the full client chart. This helps teams access essential details faster, reduce navigation time, and streamline day‑to‑day workflows. ...
Prior Authorization Report
Overview The Prior Authorization Report gives your practice a centralized view of all active, expiring, and expired prior authorizations across your client base. This report helps billing teams, administrators, and clinicians stay ahead of ...
Managing Prior Authorizations in the Client Chart
Managing Prior Authorizations in the Client Chart Overview Prior authorizations help ensure that services are approved by a client’s insurance before they are provided. Your practice can now add, track, and manage prior authorizations directly within ...
Setting the Default Insurance Type for the Practice
Overview Your practice can choose which insurance plan type is automatically selected when adding a new insurance plan to a client chart. Setting a default helps streamline data entry, reduce errors, and maintain consistency across your team. What ...
New Features - February 2026!
New Year - New Features! We are excited to announce that the following NEW & IMPROVED features are now LIVE on MBP! NEW BILLING & REPORTS NEW - Billing vs Collected Report by Professional Users have the ability to filter the Billed vs. Collected ...
AI Notes
Overview of the AI Notes Feature What AI Notes Can Do Best Practices for Getting Accurate AI‑Generated Notes Enrolling in AI Notes - Practice Level How to Enable AI Notes for Your Organization Managing User Access and Permissions Enrolling in AI ...