Switching to My Best Practice  

PRACTICE NAME is in the process of migrating to a new electronic medical record (EMR) platform called My Best Practice. This transition will help us to continue providing excellent service to our clients, and we hope the new client portal features will improve your overall client experience as well.

As part of the migration, we will be setting each of you up with client portals within the My Best Practice system. Once you have received the enrollment invitation, please follow the instructions to finish activating your portal. Within your portal, you will have access to the following features: setting up appointment reminders via text; generating invoices/superbills as often as you'd like;, completing surveys sent by your clinician; and  securely sending/receiving messages and documents with your clinician. 

We are doing our best to make this transition as seamless as possible for our clients, but we greatly appreciate your patience and understanding in advance as we navigate the migration to My Best Practice. If you have any questions or concerns regarding this process, please feel free to reach out to me or any of the PRACTICE NAME team.


Adding Payment Methods

You should have all received an invitation to enroll into the client portal by now, but if you cannot locate it for some reason, I would recommend searching your inbox (and possibly your spam/junk or promotions folders) for any emails from the following address: donotreply@mbpractice.com. If you still cannot locate the invitation email, please let me know as soon as possible so we can resend the invitation. If you have already enrolled, you can access the client portal here: My Best Practice Client Portal


Once you've logged into the portal, please navigate to the "Payment & Invoices" tab located on the left-hand side. Then, simply click on the +Add Additional button under Payment Methods to enter your card information. Please see the screenshot below for reference. 



Instructions for Generating Invoices/Superbills

Within your client portal, you will have the capability to generate invoices/superbills as frequently as you'd like (weekly, biweekly, monthly, bimonthly, etc.). In order to do so, you'll just need to navigate to the client portal and click on the "Payment & Invoices" tab. Then, click the "Generate Date Range Invoice" button.

A pop-up screen will then appear in which you will need to select the time range for which you'd like an invoice to be generated (drop down on the left-hand side) and the appropriate professional (drop down on the right-hand side). Once you click the "Generate Invoice" button, the invoice will automatically begin to download as a PDF within your browser. 

If you would like to view/download any previously generated invoices, you can easily access these at any time within the "Payments & Invoices" tab in your client portal.