New Features!
New Features - April 2025!
New Features - April 2025! You asked… MBP listened… We are excited to announce that the following NEW & IMPROVED features are now LIVE on MBP! NEW BILLING & REPORTS NEW — Auto-pay for Insurance Clients Enroll insurance clients in auto-pay to ...
How to Turn on Face ID for the My Best Practice App
Step 1: Navigate to phone Settings - Apps - My Best Practice to turn on Face ID. Step 2: Navigate to the My Best Practice App Settings to turn on Touch ID.
Turning on Treatment Plan Overdue Notification
When turned on, client charts will display a yellow hazard notification at the treatment plan's overdue date. Step 1: Navigate to Practice Settings. Step 2: Add the number of days until the treatment plan is due under ‘How many days until treatment ...
Notify Clinician When First Appointment is Scheduled for a Client
When turned on, the clinician will receive an email notification of a client's first scheduled appointment. Step 1: Navigate to Settings - Account Settings - Practice Settings. Step 2: Select the Notifications tab. Then, check-off ‘Notify on Client’s ...
Turning on Allocated Payments for Receipt Including Payments
Step 1: Navigate to Settings - Account Settings - Practice Settings Step 2: Select the Invoices tab and choose the dropdown under 'Make this a receipt including payment(s)'. Step 3: Select 'Allocated Payments'. When turned on, the receipt will only ...
Turning on Text Alerts for Telehealth Notification
Step 1: Navigate to Settings - Account Settings - Practice Settings. Step 2: Select the Telehealth / AI Notes tab. Step 3: Choose the dropdown for ‘Telehealth Reminder Notification Method. Step 4: Select ‘Send to all notified emails and phone ...
Insurance Automation Options
Users can choose to automate many insurance processes by navigating to Settings - Account Settings - Practice Settings - Insurance. Auto File Claims: when enabled claims will be submitted automatically once all necessary items are complete (note, ...
Hide Billing from Staff & Users
Full administrators can hide billing from specific staff and users. When ‘Can View Billing’ is not checked off, users will not have access to the billing and reporting pages, nor will they be able to edit appointments (rooms and services). These ...
How to Turn on MFA (required by June 2025)
MFA adds a layer of protection to your account by requiring a unique code each time you sign in. You can choose to have this code sent to your phone or email. Effective June 2025 MFA will be required for all users. Step 1: Navigate to Settings - Dual ...
Override Location Code at the Room Level
Step 1: Navigate to Settings - Account Settings - Facilities & Rooms. Choose the room you want to override. Step 2: Then, select ‘Override Facility Code’ next to Location Code. Save Changes To return to the facility setting select 'Use Facility Code' ...
How to Sort Dianosis Codes
Users can now sort diagnosis codes within the Treatment Plan tab of the session note, or the client chart Diagnosis tab. **The first diagnosis code listed will appear on the 1500 claim forms for insurance reimbursement.
Turning On Auto-Pay & Understanding How It Works
UNDERSTANDING THE SPECIFICS OF AUTOPAY Autopay will run each evening for the TOTAL CLIENT BALANCE around 10 PM EST based on the following criteria: Autopay is TURNED ON for the client; The client has an OUTSTANDING BALANCE DUE; and The client had an ...
Paste Previous Note Options
There are two options at the Practice Settings level regarding the "Paste Previous" note feature: Previous Note Select from 5 Previous Notes Please note: this is a global setting for all professionals within the account. After scheduling an ...
Turning on MFA (Multi Factor Authentication)
Step 1: Navigate to Settings - Dual Factor. Step 2: Select the bubble to enable dual factor authentication. Step 3: Choose either email or text authentication.
How to Use AI Notes
?AI notes can be enabled during telehealth and/or in-office appointments provided the telehealth platform is active and recording. An in-office session does not need to be marked as telehealth to access the telehealth link. Step 1: Select the ...
Merging Client Charts
** Before you merge the client charts, you'll need to make sure the client portal access has been removed from the profile that you're deleting. Then, in the new merged profile, you can add the client as a portal user with the same email address, and ...
How to Clone Client to Another Practice
When your username is associated with more than one practice, you can use the 'Clone To Another Practice' button to copy a client chart over to that practice. Cloning will create the chart in the practice including all demographic information. ...
Adjusting the Text Color on the Calendar (for Color By Professional & Facility Views)
You can now adjust the text color for specific room or professional appointment blocks when utilizing the “Color By” views within the calendar settings. Changing the Text Color by Professional Step 1: Navigate to Account Settings - Staff & Users. ...
Preventing Specific CPT Codes from Generating Insurance Claims
Within the CPT code settings, you can now indicate whether you want the system to prevent the creation of a claim encounter for any appointment with that code pulled through. Step 1: Navigate to Account Settings - Codes & Metrics. Step 2: Select Add ...
New Options for Insurance Auto-Posting
You can now enable Auto-Update Patient Responsibility within your Practice Settings to have the system automatically adjust the amount listed as the copay for the clients’ appointments based on the patient responsibility indicated on the ERA ...
Client Retention Report
View your clients’ treatment timelines in an easy-to-read report to help identify your client retention vs. attrition. Step 1: Navigate to the Reporting page. Then, select Client Retention. Step 2: Filter by time frame and professional(s). Then, ...
Creating and Managing Referral Categories
Step 1: Navigate to a client chart and scroll down to Referral Category within the Client Overview page. Step 2: Select manage to pull up the list of referral categories. Step 3: Select Create Referral Category to add a new referral name. ⚠️Selecting ...
Customizing Appointment Reminders by Facility
You’ll now be able to include specific text within the text/email reminders based on the facility/room assigned to the appointment — ensuring that telehealth clients receive your telehealth information and in person clients know which office location ...
Note Status Report
Run a report to discover the status of your notes. Step 1: Navigate to the Reporting page and select Note Status Report. Step 2: Filter by professional, date range, note status. Then, select Filter. Totals for each note type will show above the list. ...
Adding / Editing Admin Notes within an Appointment
Quickly add and view administrative notes within your client appointments to provide more context or to include important reminders. Step 1: Create an appointment on the calendar and select add under Admin Notes:. Step 2: A rich text field will ...
New Features - February 2025!
You asked… MBP listened… We are excited to announce that the following NEW & IMPROVED features are now LIVE on MBP! NEW BILLING & REPORTS NEW — Client Retention Report View your clients’ treatment timelines in an easy-to-read report to help identify ...
Enrolling in AI Notes
Enroll in AI Notes - Practice Level For pricing details please review the AI Notes section on our website (https://www.mbpractice.com/ai-notes) To enroll in AI notes, please reach out to support at customersupport@mbpractice.com, so we can enable the ...
Adding New Diagnosis Codes to Codes & Metrics
Step 1: Navigate to Account Settings - Codes & Metrics. Step 2: Select the Diagnosis tab on the right-hand side. Then, choose +Add New Diagnosis. Step 3: Select the type of diagnosis from the dropdown or create a new type by clicking (New). Step 4: ...
Using the Practice Calendar
You can now allow specific staff the ability to view one another’s calendars without granting access to their entire caseloads (enabled within the individual professionals’ settings). Step 1: Navigate to the user's Settings & Permissions. Under ...