New Features!
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 ...
Billing vs. Collected by Professional
Overview The Billed vs. Collected report helps practices understand how much revenue has been billed and collected within a selected date range. To make clinician‑level analysis easier, users can now filter this report by individual clinicians. This ...
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 ...