FAQ

These how-to guides have been created based on some of the most common questions users have when using MBP.

How do I create an invoice for my client?
Please note: "invoice" is synonymous with "superbill."  Step 1: Ensure your account settings are configured correctly. Navigate t...
Wed, May 25, 2022 at 12:10 AM
How do I refund a credit card transaction?
In order to refund a credit card charge, you will want to navigate to the Billing tab within the menu bar or within the specific client's profile.  I...
Fri, Jun 3, 2022 at 6:34 AM
How do I create appointments for my clients?
STEP 1: Open the "Create New Session" pop-up. You can either go to the Calendar tab in the navigation bar and click on the desired date/start ti...
Mon, Jun 6, 2022 at 2:07 PM
How do I connect my Google calendar?
Setting Up Calendar Sync STEP 1:  Navigate to the Professional/User Settings of your account within the Settings tab in the menu bar.  STEP 2:  ...
Sun, Jun 5, 2022 at 10:02 AM
How do I add a client's parents/guardians or other contacts to their portal?
To add parents/guardians or other contacts to a client's profile, you can do so immediately after creating the client by pressing the +Add More Client ...
Mon, Jun 6, 2022 at 1:57 PM
How do I add diagnosis codes to my clients' profiles?
STEP 1:   Navigate to the “Diagnosis” tab within the desired client’s profile STEP 2:  Under the Treatment Methods heading, click on the Select Diagn...
Sun, Jun 5, 2022 at 9:48 AM
How do I create a custom survey?
STEP 1: Navigate to the SURVEYS & PACKETS tab within the Account Settings section.  STEP 2: Customize the pre-made consent form/intake questionnaire ...
Tue, Jun 7, 2022 at 7:12 AM
How do I adjust my calendar settings?
STEP 1: Navigate to the Calendar tab.  STEP 2: Click on the three horizontal lines icon in the top left-hand corner (screenshot below) to generate the Cale...
Fri, Jun 10, 2022 at 12:26 PM
How do I set up offline insurance carriers to create CMS/HICF-1500 forms?
STEP 1: Navigate to the Insurance Center found in the Settings tab dropdown.  STEP 2: Click on the Payers & Carriers tab on the left-hand side.  STE...
Fri, Jun 17, 2022 at 11:59 AM
How do I export/download a client's record?
Exporting ALL Clients' Demographics and Contact Information To download ALL of your clients' demographics and contact information in one CSV file...
Tue, Jun 21, 2022 at 10:39 AM