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Getting Started : Launch Checklist

Chris Sztuka
  • Updated

Zendesk_Article_Header_-_Getting_Started.png

 

Launch your clinic Part 1 and Part 2 should be set up first before you start this section.


Follow this checklist to be trained on Juvonno's main elements.




Menu-Icon.png Overview

  1. Practitioners & Administrators
  2. Personal Dashboard
  3. Products & Services
  4. Inventory, Purchase Orders & Payables
  5. Gift Cards, Credits & Refunds
  6. Patient Profiles, Warnings & Charting 
  7. Custom Charts and Intake Forms
  8. Patient Discounts & Loyalty Points
  9. Patient Programs
  10. Email Reminders & Notifications
  11. Appointment Booking
  12. Billing & Invoicing
  13. Schedule Features
  14. Communication Features
  15. Patient Portal
  16. Manitoba Health Provincial Billing 
  17. HCAI Setup and Billing




checkmark.png Practitioners & Administrators

1)

Create an Administrator Profile and/or a Practitioner Profile

2)

View Practitioner Schedules on the Dashboard

3)

Create and assign User Types

4)

Create Schedule Types

5)

Adjust Practitioner Schedule Intervals

 

checkmark.png Personal Dashboard

1)

Create Calls & Todos

 

 

checkmark.png Products & Services

1)

Create and edit Products & Services

 

 

checkmark.png Inventory, Purchase Orders & Payables

1)

Inventory Setup

2)

Create Purchase Orders & Receiving Inventory

3)

Create Accounts, Vendors & Payables

 

checkmark.png Gift Cards, Credits & Refunds

1)

Create Gift Cards

2)

Add Credits

3)

Provide Refunds

 

checkmark.png Patient Profiles, Warnings & Charting

1)

Create a Patient Profile

2)

Merge Patient Profiles

3)

Add Patient Warnings

4)

Practitioner Charting

 

checkmark.png Custom Charts and Intake Forms

1)

Create Custom Charts or Intake Forms

2)

Administer Forms to Patients

 

checkmark.png Patient Discounts & Loyalty Points

1)

Apply a Patient Discount

2)

Loyalty Point Setup 

 

 

checkmark.png Patient Programs

1)

Create a New Program

 

checkmark.png Email Reminders & Notifications

1)

Default Appointment Reminders

2)

Text Appointment Reminders

3)

Appointment Notifications

 

checkmark.png Appointment Booking

1)

Book an Appointment

2)

Search for Practitioner Availability

3)

Recurring Appointments

 

checkmark.png Billing & Invoicing

1)

Checkout Process

2)

Create a Quick Invoice

3)

Invoicing Insurance and Setup

4)

Invoicing with Primary and Secondary Insurances

5)

Telus Billing Setup

6)

Invoice Checkout with Mulitple Payment Types

7)

Create a Third Party Batch Invoice

8)

Pay Invoices using Invoice Search

9)

Void a Transaction

10)

Adjust a Payment Type

 

checkmark.png Schedule Features

1)

Add an Away (Block off Schedule Time)

2)

Create a Follow-Up

 

checkmark.png Communication Features

1)

Using Internal Messaging

2)

Using Instant Chat

3)

Create a Custom Letter Template

 

checkmark.png Patient Portal

1)

Patient Portal Settings

2)

Patient Portal Signup

 

checkmark.png Manitoba Health Provincial Billing

1)

Create a Claim

2)

Create a Submission File

3)

Parse a Remittance

4)

Create a Claim using 'Complete & Chiro Bill'

 

checkmark.png HCAI Setup and Billing

1)

Complete HCAI Setup Guidance

 

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