Seamless Migration

Switching to a new EHR doesn’t have to be stressful. With our White Glove Migration (WGM) service, our team does the heavy lifting so your practice can focus on what matters most—your clients.

We’ll recreate your processes, migrate your data, train your team, and provide ongoing support. The result? A smooth, worry-free transition into MBP.

$299

Individual Practitioners

  • 1-hour consultation/assessment call

  • Go over current processes and practice needs

  • Help configure all account settings / teach your admin team how to make adjustments

  • Provide client migration template instructions

  • Gather all intake forms/documents

  • Create a custom timeline for onboarding

  • Re-creation of up to 10 custom intake forms within MBP (not to exceed 25 pages in total)

  • Automatic import of all client records (client demographics and all client documents)

  • Assistance with updating up to 75 active client profiles with emergency contact information and diagnosis codes (if not provided in the initial data for import)

  • 1-hour onboarding session (creating clients, adding appointments, writing notes, etc.)

  • Two scheduled 30-minute check-in calls to discuss how the migration is going

    • Must be scheduled within the first 90 days of your subscription

  • Ongoing support via our ticketing system

NEW!

$499

Group Practices

  • 1-hour consultation/assessment call (Admin Team & Designated MBP Account Manager)

  • Go over current processes and practice needs

  • Help configure all account settings / teach your admin team how to make adjustments

  • Provide client migration template instructions

  • Gather all intake forms/documents

  • Create a custom timeline for onboarding your entire team

  • Re-creation of up to 10 custom intake forms within MBP (not to exceed 25 pages in total)

  • Automatic import of all client records (client demographics and all client documents)

  • Assistance with updating up to 150 active client profiles with emergency contact information and diagnosis codes (if not provided in the initial data for import)

  • 1-hour onboarding session with your staff members to help orient them to the basic functions of MBP (creating clients, adding appointments, writing notes, etc.)

    • This will be scheduled to meet the majority of your staff's availability.

    • Recordings will be provided for those who cannot attend

  • Two scheduled 30-minute check-in calls (Admin Team & Designated MBP Account Manager) to discuss how the migration is going and how we can best support your team

    • Must be scheduled within the first 90 days of your subscription

  • Ongoing support access for your whole team via our ticketing system