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Part 4 : Patient Portal Cont. | Clinic Website Integration

Chris Sztuka
  • Updated

Zendesk_Article_Header_Part_4.png

 

 

 

Overview

  1. Schedule Types
    1. Create New
    2. Assign Schedule Types
  2. Portal Products & Services
  3. Referral Types
  4. Patient Portal Access
  5. Online Patient Portal
  6. Link the Juvonno Portal to your Website
  7. Patient Portal Reports

 

 

 

 

 

Schedule Types


Navigate toSettings-Icon.pngSettings

Under the System Entities & Types heading, select Schedule Types.


Schedule_Types.png

 

Create New


Schedule Types provide a variety of assignable schedules to practitioners.

Select  New_Schedule_Type.png located on the top-right.


New_Schedule_Type.gif

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-Icon.pngSettings

Under the Staff heading, select Practitioners.

 

Staff_Practitioners.png



Select Open.png next to the Practitioner.


Locate the field Can be Booked in Patient Portal and set to Yes.


Practitioner_Portal_Setting.png


Navigate to the Availability tab and select +Add next to Standard Availability.

Add_Practitioner_Availability.png



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.



Practitioner_Availability_A.png


Choose from the schedule types under the Available heading and select Add.png .

If you would like to assign a different default duration select it from the menu.

To remove added schedule types, select the X.png . Select Save.




Assign_Schedule_Type.gif



Select a schedule type from those added and select blocks of availability time.

Assign_Schedule_Type_B.gif



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.

 

Portal_Booking_Slots.gif

 

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

 

 Additional Notes:

Schedule types not added to a block will be available during appointment booking.

In the example provided, the practitioner will have the available time assigned to the Physiotherapy schedule type and the user creating an appointment will have the option to select Assessments in its place.

This appointment will appear in its colour (as long as schedule settings are set to have the appointment colour as per Schedule Type) and apply allowed conflict rules.













Portal Products & Services

Navigate toSettings-Icon.pngSettings

Under the Products & Services heading, select Products & Services.

 

Products___Services.png



Select Open.png next to the service you would like to edit.



Portal_Products_and_Service.png


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
Schedule Types

 Assign the schedule type that will apply when booking this service.


Referral Types

Navigate toSettings-Icon.pngSettings

Under the System Entities & Types heading, select Referral Types.

Referral_Types.png



Select +New Referral Type found on the right.



Referral_Types.gif



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.png Patients

Select Open.png next to the patient you would like to edit.

Choose the Portal Access tab.


Patient_Portal_Access.png



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.



Patient_Portal_Access_Login.png


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.



Portal_Access_Available_Practitioners.gif

 

Online Patient Portal


Navigate to your Juvonno URL login page.

Under the Looking for the Patient Portal? heading, select Take Me There.

 

Take_me_There.png

 

The Portal login page will display.

If public signup is enabled, users can sign themselves up and book appointments.



Portal_Login_Page.png


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.


Book_an_Appointment_Button_Sample.png


Learn more about the process to link your website or social media to the Portal here

 

TIP: Create a test patient and log in to view the custom text areas you have
set up and experience the Patient Portal to provide guidance for new patients.

 

 

 

Patient Portal Reports

Navigate to Invoice-Icon.png Reports

Under the Scheduling tab, select Portal Appointments.

 

Portal_Reports.png



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.



Portal_Report_Parameters.png

 

Congratulations on completing 'Basic System Setup : Part 4' !

You have now learned the basics of Juvonno's system setup.

Visit the Juvonno Training Video Library for available tutorials.

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