Before You BeginMany settings have been pre-configured with recommended defaults to keep your system running smoothly. To avoid unexpected issues, only adjust settings you’re confident about. If you’re unsure, contact support@juvonno.com before making changes. |
Getting to the Accounting System Settings
This area within Juvonno will be where you set all your system's defaults. You will learn more about the sections within this menu throughout this article.
- Go to Settings
- Under System& Company Settings, select General
-
Click Accounting
General
Learn more about the individual fields
| Currency | Select the currency for your location |
| Fiscal Year End | Select the clinic's year end from the dropdown |
|
Invoice Search Start Date |
When using the invoice search, this will be the default start date Format: YYYY-MM-DD Leave this field blank to have the start date be the first day of the current month |
Hide $0.00 Receivable Invoices/Claims |
Yes: Hide $0.00 invoices with a receivable status in the invoice search results No: Display $0.00 invoices with a receivable status in the invoice search results |
| One Subscription Promotion per Patient |
Yes: Patients can only have one subscription promotion assigned, regardless of promotion type (Promo code vs Subscription) No: Patients can have multiple subscriptions and promotions |
Tax
Learn more about the individual fields
| Tax 1 Name (GST/HST) | Type GST or HST (Whichever is applicable) in tax name 1. |
| Tax 1 # | Enter Government Tax GST or HST # if applicable. Depending on your invoice template this may appear on patient invoices. |
| Tax 1 Rate (%) | If you have separate taxes charged on different items enter the percentages separately in Tax 1 Rate field and Tax 2. |
Tax 2 Name (PST) |
Enter the Tax for PST. |
Tax 2 # |
Enter Government Tax PST # if applicable. Depending on your invoice template this may appear on patient invoices. |
Tax 2 Rate % |
Enter the PST Tax rate. |
Tax Exempt Selection at Checkout |
This allows you to override the tax on a product & service item upon checkout. |
Billing
Learn more about the individual fields
| Edit Direct Billed Invoices | Allows you to edit invoices that have not been paid |
| Clinic Pricing | Allows you to select specific prices based on the Clinic when you have more than 1 location |
| Patient Group Pricing | Activates patient group's specific rates for select products and services. |
Allow On-the-Fly Discounts When Billing |
During the checkout process add a discount to show on the invoice. |
| Book New Appointment Option When Billing | Activates the option to book another appointment during checkout |
| Block Billing if Patient Profile has Errors | Activates the option to prevent a patient from being billed if their profile is incomplete (according to set mandatory fields) |
Allow Billing Open or Arrived Appointments |
Ability to bill patients flagged as Open or Arrived. |
| Appointment Checkout | * Must remain as 'Yes' in order for the booking process to work |
| Re-Invoice a Billed Appointment | Allows for a billed appointment to be re-invoiced, this option will create a duplicate invoice and will require a manual void of the original. |
| Quick Invoice | Activates the 'Quick Invoice' option found on the schedule's Billing tab |
Edit Radiology Facility |
Allows for the radiology facility to be edited during a claim |
Invoice Template
Customize your invoice template with the following settings.
Default Invoice Template
Show Practitioners Name |
The practitioner's name will be included on invoices |
Show Practitioner's Credentials |
The practitioner's credentials will be included on invoices |
Show Practitioner's GST # |
The practitioner's GST number will be included on invoices |
Show practitioner's Digital Signature |
The practitioner's signature will be included on invoices |
Show Patient Credit Balance on invoices |
Patient credit balance (if applicable) will be shown on invoices |
Show Product/Service Description on Invoices |
The description of the product and services will be shown on invoices |
Secondary Practitioner on Invoices |
Treating secondary practitioners (if applicable) will appear on invoices |
Show Upcoming Appointments on Invoices |
Lists the patient's future appointments on the bottom of the invoice |
Show Clinic/Company Details |
The Clinic/Company details (name, address, contact info) appear on invoices |
Show Invoice Number |
Invoice number will be shown |
Show Clinic Fax Number |
Displayed the fax number on invoices |
Enable French Invoices |
Invoices will print in French. |
Default Summary Invoice Template |
This is the standard invoice template that allows you to use these options to customize your invoice. |
Show Practitioner's Details |
Shows practitioner's information on the invoice |
Show Clinic Details on Header |
Shows the clinic information in the header of the invoice |
Payment Gateway
The following settings only apply if you have a payment gateway set up
|
Accept Payments in Portal |
Yes: Allow payments to be made through the Patient Portal No: Do not allow payments to be made through the Patient Portal |
|
Email Pay Online Request |
Yes: An email will be sent to the patient requesting them to pay their outstanding balance online 24 hours after their appointment has been completed and invoiced No: Do not send automatic requests for outstanding invoices to be paid online 24 hours after their appointment is invoiced |
Payments
Learn more about the individual fields
|
Chart # on Payment Screen |
Display the patient's Chart # when billing an appointment |
|
Default Payment Type |
Select from the drop-down menu which payment type should be selected by default when paying an invoice |
| Payment Screen Patient Selector | In clinics that have a lot of accounts receivable, it is recommended to use the Type-Ahead Patient Select option. |
| Record Credit Card Numbers |
At the time of payment, enable the visibility of the credit card number/expiry date fields. If enabled, the dates are encrypted using one of the highest encryption standards available today (AES). |
Clinic's Health Care Numbers for Provincial Billing
Clinic Health Care Numbers settings relate to provincial billing in:
- Manitoba
- British Columbia
| Important: If you plan to use Juvonno to bill Teleplan, HCAI, Manitoba Health, or Alberta Health, complete and reconcile your existing claims first, then register a new clinic account before submitting claims through Juvonno. |
Getting to the Reminders & Notifications Settings
- Go to Settings
- Under System & Company Settings, select General
-
Click Reminders & Notifications
Appointment Email Reminders
Select which fields you would like to appear on the patient's appointment email reminders then Save.
Appointment Text Reminders
Learn more about the individual fields
| Text Message Reminders |
|
| Reminder Text Message Time | This is the earliest time when text message reminders are sent to patients. |
Text Message Confirmation |
Select this if you want patients to be able to confirm their appointment from their text reminder. |
Reminder Text Message |
Enter the custom text you want the patient to receive. Keep it as short as possible as you can only have a total of 160 characters including spaces and the number of characters inserted for the tags you enter. |
| Content Tags | These dynamic tags act as 'shortcuts' to specified clinic, patient or appointment data. Entering these tags exactly as displayed in the Reminder Text Message field will replace them with their corresponding information when received by the patient. |
Out-of-Office Text Responder
Appointment Email Notifications
Appointment Email Content
Update your appointment email content including:
- Patient Booking Notification & Reminder Header Message
- Patient Booking Notification & Reminder Footer Message
- Welcome Packet Email
- Accepted Appointment Request
- Declined Appointment Request
Learn more about the individual fields
| Patient Booking Notification & Reminder Header Message |
Note: This content is also added to an 'Accepted Appointment Request'. |
Patient Booking Notification & Reminder Footer Message |
This content will appear at the bottom of the message. |
| Accepted Appointment Request | This message will be sent when you approve an appointment request a patient has made through the portal. When accepting the appointment request you are still able to add customized comments specific to the request. |
| Declined Appointment Request | This message will be sent to the patient when you decline their appointment request through the Portal. When declining the appointment request you are still able to add customized comments specific to the request. |
Invoice Email Content
Update your invoice-related email content including:
- Patient Unpaid Invoice Email
- Patient Paid Invoice Email
-
Voided Invoice
Learn more about the individual fields
| Patient Unpaid Invoice Email | When you email an unpaid invoice to a patient this message will be sent along with details about the invoice as well as a copy of the invoice pdf attached. |
| Patient Paid Invoice Email | This email message will accompany a copy of the patient's invoice PDF when using the Email Invoice function during appointment checkout. |
| Pay Online Request | This will be your email message when requesting a patient complete their payment online using the Patient Portal. |
| Voided Invoice | This message will be emailed to the patient if their invoice is voided. |
Share Intake Form Email Content
Email Style
Customize the colour of the headers and buttons in your emails:
Portal Signup Emails (Portal)
Edit the content of your clinic's Patient Portal Signup Emails:
- Patient Portal Confirmation
- Patient Portal Invitation
Learn more about the individual fields
| Patient Portal Confirmation | This message is sent to patients and includes a link to activate their Patient Portal account |
| Patient Portal Invitation | This message is sent as an invitation to patients with a link directly to the Patient Portal to set up their login |
Getting to Module Settings
- Go to Settings
- Under System & Company Settings, select General
- Click Modules
General
Advanced
Integrations
Modules are enabled by default based on the features most clinics use. Additional fields are enabled as needed for province-specific requirements or third-party integrations.
Learn more about these fields
|
Chiropractor Billing (Manitoba clinics only) |
Enabled: Your clinic is in Manitoba and you bill Manitoba Health; Complete & Chiro Bill will appear on the appointment menu for Manitoba Health chiropractors to use the Chiro Billing Module Disabled: Your clinic is not in Manitoba and/or you do not do chiropractor billing for Manitoba Health |
Clinic's Health Care Numbers |
Enabled: Health Care Number field will appear in the patient profile |
Calendar App Integration |
Enabled: Allow providers to sync their appointments with outside calendars (e.g., Google) Disabled: Do not allow providers to sync their appointments with outside calendars |
|
HCAI Integration (Ontario clinics only) |
Enabled: Your clinic is in Ontario and you will be submitting to HCAI Disabled: Your clinic is not in Ontario, and/or you will not be submitting to HCAI |
|
HLink Integration (Alberta clinics only) |
Enabled: Your clinic is in Alberta, uses the Alberta Health Care Insurance Plan (AHCIP) and will be submitting claims through HLink Disabled: Your clinic is not Alberta, and/or does not use the Alberta Health Care Insurance Plan (AHCIP) and/or will not be submitting claims through HLink |
| Payment Gateways |
Enabled: You will be using Stripe, Moneris, or Bambora (requires you to set up an account with one of these providers) Disabled: You will not be using a payment gateway |
TELUS Health eClaims |
Enabled: Your clinic will be submitting TELUS Health eClaims through Juvonno Disabled: Your clinic will not be submitting TELUS Health eClaims through Juvonno |
Vitality Insurance |
|
SR Fax |
Enables this feature to fax Patient Profile Documents, Charts, Prescriptions and Letters. |