The Patient Portal allows your patients to book appointments online, complete digital intake forms, pay outstanding invoices, and so much more. In this article, you will learn more about each section inside the Portal settings and which customization options are available.
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Note: Each section title includes the timestamp for that respective section in the video above. We strongly recommend watching the entire video before starting |
1. General (0:00)
Your General settings will control things like who can access your Patient Portal and any information required before being allowed to book and appointment.
Learn more about the individual fields
| Enabled |
This must be set to 'Yes' in order to enable the Patient Portal. |
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Allow Public Signup |
Enable a patient without a profile created by the clinic to add themselves in and book an appointment. |
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Add/View |
Enable the Medical Profile to be completed and viewed by the patient. |
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Mandatory Referral Type |
Toggles the Referral Type field of the patient signup to mandatory. |
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Mandatory |
During signup, this will require a patient to enter in their General Practitioner's name. |
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Mandatory |
During signup, this will require a patient to enter in their date of birth. |
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Mandatory Phone |
Toggle the Phone field of the patient signing up to mandatory. It will appear in the Cell field on their profile. |
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Mandatory Gender |
Toggles the Gender field of the patient signing up to mandatory. |
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Mandatory Intake Form |
Prevents the patient from booking appointments in the portal if they have not completed custom intake forms requested by the clinic. |
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Intake Form Completion Notification |
Enable this to have the clinic receive an email when an intake form is completed or updated. |
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Medical Profile Completion Notification |
Enabled - the clinic will receive an email when the patient updates their Medical Profile. |
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Uploaded Document Notification |
Enabled - the clinic will receive an email when the patient uploads a document to their portal profile. |
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Portal Signup Notification - Patient |
Enabled - the clinic will receive an email when a new patient signs up on the portal. |
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Portal Signup Notification - Company |
Enable this option to send an email to the Company Email address when a new Patient signs up on the Portal. .Optionally, override the company email to the custom address entered in the field below. |
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Portal Signup Email Address |
The email address entered here will receive notifications of new patients registering in the portal. |
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Portal Signup 18 yrs and older |
Enabled - prevents patients under 18 years of age from signing up on the portal. |
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Display Practitioner Credentials |
Enabled - shows the practitioner credentials in the portal below their name. |
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Display Product & Services Pricing |
Shows or hides the price of a Product & Service item in the portal. |
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Portal Practitioner Display Order |
Allows you to select the order Practitioners show in the portal. |
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Portal Login URL |
This is an assigned link of your patient portal. |
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Portal E-Gift Cards |
Shows/Hides the E-Gift Cards tab on the portal. You must have the Stripe Payment gateway enabled to use this feature. |
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Portal E-Gift Cards direct link |
This link only works if the Portal E-Gift Cards are enabled. |
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Language |
Select the default language to appear on the portal. |
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Language Selection Menu |
Shows/Hides the language selection menu on the portal. |
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Book Again Section |
This options shows/hides the book again section on the portal. |
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Intake Forms Section |
This options shows/hides the Intake Forms section on the portal. |
2. Preliminary Questions
| Portal Preliminary Questions | This section is only accessible by GoAdmin once enabled it will require patients to answer to answer before directing them to the booking screen. |
3. Scheduling (3:26)
Scheduling settings allow you to control most aspects of appointment booking such as whether or not you allow public bookings, hours prior to cancel an appointment, and more.
Learn more about the individual fields
| Slot Availability |
Enable this to only allow booking from the portal during specified times. |
| Public Appointment Booking |
Enable a patient to book an appointment without creating a profile. |
| Public Appointment Booking Login |
Select which form is shown by default when a non-logged in user selects an appointment and is requested to either login or signup. |
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Auto-Accept Portal Appointments |
Enable patient-booked appointments to be accepted automatically. |
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Pending Appointment Email Address |
Enter an email to receive notifications when appointment booking requests are created. |
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Apply Default Insurance |
Enable this to have patient-booked appointments apply to their default insurance set in their profile. As insurance records can only be added by the clinic, this function will not apply to 'public' patients. |
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Hours/Days Prior to Book |
This sets the number of hours prior to an available appointment that a patient can book an appointment through the portal. |
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Hours/Days Prior to Cancel |
This sets the number of hours/days prior to a booked appointment that a patient can cancel through the portal. |
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Days Allowed to Schedule into the future |
Sets the number of days a patient can schedule into the future. |
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Display Booked Time Slots |
This settings enables the display of booked slots on the booking time selection screen. |
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Restrict clinic selection to Default Clinic |
This settings restricts patients to their profile's default clinic when booking appointments on the portal. |
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Requires Credit Card entry |
Requires a credit card to book an appointment. |
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Requires 3D Secure |
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Practitioner Gallery on Booking |
Allows you to turn on or off the photos of practitioners showing in the portal. |
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Reason for the appointment |
Show a field for a reason for the appointment. |
4. Scheduling Consent (5:05)
This section allows you to control whether or not you require scheduling consent, when it's required and upload a custom consent form.
Learn more about the individual fields
| Enabled |
This must be set to 'Yes' in order to enable the patient's consent function. |
| Scheduling Consent Required |
Determine whether scheduling consent is required to book an appointment. |
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Required Every Time |
Determine if every time a patient books an appointment they must confirm their scheduling consent. |
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Consent Text |
Enter the text that will appear before an appointment is booked on the patient portal. |
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Consent Document |
Upload a document (PDF, Word) that may contain further details regarding consent that the patient will have access to view. |
5. Messages (5:46)
This section allow you to customize the content (Text & Images) displayed to patients inside the Portal.
Learn more about the individual fields
| Appointment Booking Message |
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| Portal Login Page Message |
Enter the text that will appear before a patient logs in or signs up. |
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Secure Home |
Enter the text that will appear on the home page of a patient's portal (once logged in). |
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Public Book |
Enter the text that will appear once a patient (that does not have a profile created) books an appointment. |
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Secure Book |
Enter the text that will appear once a patient (that has a patient profile) books an appointment. |
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Intake Form Request Message |
This message is sent with the custom intake forms that are emailed to the patient. |
6. Portal Profile (7:12)
Select which of these fields you want to set to "Yes" "No" or "Mandatory". The data in these fields auto-populates to the Patient Profile inside your Juvonno system.
7. Portal Signup Emails (7:27)
This section allows you to customize the content in both the Patient Portal Confirmation and Patient Portal Invitation emails.
Learn more about the individual fields
| Patient Portal Confirmation |
This is the email sent out to the patient after signing up on your Patient Portal to confirm account creation. |
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Patient Portal Invitation |
This email can be sent to the patient with a link to the patient portal to invite them to signup for the Patient Portal. The link is valid for 3 days. |
8. Portal Style
These settings allow you to customize the colour scheme of your portal and displays previews of how these elements will appear.
| Tip: If you have a brand style guide or brand colours, be sure to incorporate them in either your button or link colours. |
9. Toolbar (8:06)
This section allows you to customize which menu options appear in your Patient Portal's Nav bar.
Learn more about the individual fields
| Book an Appointment |
Select whether or not the 'Book an Appointment' tab appears within the patient portal. Note: Patients will still be able to book appointments with other available links. |
| Documents |
Upload documents in the patient profile and assign them to the portal for the patient to view. Patients can also upload documents that are clinic-accessible. |
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Medical Profile |
Patients can complete the pre-built Medical Profile Health History form within Juvonno before arriving at your clinic, or give patients the ability to complete the form on a tablet when they arrive at the clinic. You are also able to create your own custom Intake Forms to show in the portal. |
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Programs |
You can create programs for several patients to attend such as offering an exercise class or a yoga class. These programs can be displayed online for patients to register. |
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Transactions |
Select whether or not a patient's transactions are visible to the patient on their portal account. |
10. Widgets (9:20)
These settings allow you to select which of the following elements are visible on your Patient Portal.
Learn more about the individual fields
| Insurance Totals |
Select whether or not the patient's updated insurance totals appear on their patient portal home page. NOTE: If you are using Telus this will not apply to any Telus covered insurance company, this section will apply to Private Insurance only if you are tracking it in the Patent Profile. If you are not using Telus and tracking insurance in the Patient Profile the patient will be able to see their insurance balances in the portal. |
| Loyalty Point Balance |
Select whether or not the patient's Loyalty Points appear on their patient portal home page. |
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Outstanding Invoices |
Select whether or not the patient's outstanding invoices are viewable within their patient portal. |