Overview
- Schedule Types
1. Create New
2. Assign Schedule Types - Portal Products & Services
- Referral Types
- Patient Portal Access
- Online Patient Portal
- Link the Juvonno Portal to your Website
- Patient Portal Reports
Schedule Types
Navigate to
Settings
Under the System Entities & Types heading, select Schedule Types.
Create New
Schedule Types provide a variety of assignable schedules to practitioners.
Select 
located on the top-right.
Learn more about the individual fields
| Code |
Codes are not required to be entered but can be used if preferred. |
| Name |
Enter a title for the Schedule Type |
|
Clinic |
If in a multi-clinic setting, you may select to allow this schedule type to be used in any or a specific clinic. |
|
Default Duration |
Select the default duration that will apply to appointments booked without products or services used. Otherwise, a product or service's default duration will override the schedule type's set duration. |
|
Allowed Conflicts |
Select whether this schedule type will allow more than one appointment booked at the same time. Otherwise, an override will be required by the user creating the appointment. |
|
Allow Telehealth Appointments |
If using Telehealth, select whether or not this schedule type will be applicable for booking telehealth appointments. |
|
Background Color |
Select a colour by preference to distinguish one schedule type from another visually. |
|
Font Color |
If selecting a very dark or blank backround color, it is recommended to adjust the font color to prevent the text displayed on appointments to blend in. |
Click here for further information on Schedule Types
Assign Schedule Types
Navigate toSettings
Under the Staff heading, select Practitioners.
Select 
next to the Practitioner.
Locate the field Can be Booked in Patient Portal and set to Yes.
Navigate to the Availability tab and select +Add next to Standard Availability.
Enter an Effective Date (the first day applicable to this schedule) and an End Date (the last day applicable to this schedule). Then select edit next to Schedule Type.
Choose from the schedule types under the Available heading and select 
.
If you would like to assign a different default duration select it from the menu.
To remove added schedule types, select the 
. Select Save.
Select a schedule type from those added and select blocks of availability time.
Check the box next to Portal Booking Slots to choose specific spots of the schedule that will be available for patients to book using the patient portal. Otherwise, all available time will also be available for portal booking.
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Note: Using Portal Booking Slots, select at least one appointment block for every day the practitioner is available, or the full schedule will be available for portal booking. |
You are able to select blocks of time individually, or select one end of the schedule,
hold ctrl and select the other end to highlight the space contained within.
All blocks of time displayed with the schedule type colour will reflect the practitioner's availability on the main schedule.
Click here for further information on assigning Schedule Types
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Additional Notes: |
Portal Products & Services
Navigate toSettings
Under the Products & Services heading, select Products & Services.
Select next to the service you would like to edit.
On the right, find the fields applicable to the Patient Portal.
Learn more about the individual fields
| Service Duration |
Set the default service duration that can be adjusted by staff when booking an appointment, but not for patients booking within the patient portal. |
| Book From Portal |
Select Yes to offer this service has an option for booking on the patient portal. |
|
Practitioner Type |
Assign the practitioner type that will apply when booking this service. |
|
Apply to |
Assign the schedule type that will apply when booking this service. |
Referral Types
Navigate toSettings
Under the System Entities & Types heading, select Referral Types.
Select +New Referral Type found on the right.
Enter a name in and check the Portal Signup option if you would like a patient signing up on the portal to have this specific referral type available to choose from.
Patient Portal Access
Navigate to 
Patients
Select next to the patient you would like to edit.
Choose the Portal Access tab.
You can provide portal access for the patient with either of these two methods:
1) Select Click Here to send the patient an email with a link to the patient portal.
-- OR --
2) Select Create to enter an account username and password manually.
Within the Available Practitioners section, select one or more (by holding CTRL) practitioners that will be available to book the patient using the Patient Portal.
Online Patient Portal
Navigate to your Juvonno URL login page.
Under the Looking for the Patient Portal? heading, select Take Me There.
The Portal login page will display.
If public signup is enabled, users can sign themselves up and book appointments.
Learn more about the Patient Portal here
Link to the Juvonno Patient Portal
Provide your clinic website designer/administrator with your Portal URL so they can directly link the Patient Portal from a 'book appointment' button on your website.
Learn more about the process to link your website or social media to the Portal here
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TIP: Create a test patient and log in to view the custom text areas you have |
Patient Portal Reports
Navigate to 
Reports
Under the Scheduling tab, select Portal Appointments.
Enter a Start Date, an End Date and select to include either All patients that have scheduled appointments using the portal, or only those that are currently Active.
