Getting Started : Launch Checklist

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Zendesk_Article_Header_-_Getting_Started.png

 

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



Menu-Icon.png Overview

  1. Practitioners & Administrators
  2. Products & Services
  3. Patient Profiles, Warnings & Charting 
  4. Email Reminders & Notifications
  5. Appointment Booking
  6. Billing & Invoicing
  7. Communication Features
  8. Patient Portal
  9. Manitoba Health Provincial Billing 
  10. 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 Products & Services

1)

Create and edit Products & Services

 

 

checkmark.png Patient Profiles, Warnings & Charting

1)

Create a Patient Profile

2)

Merge Patient Profiles

3)

Add Patient Warnings

4)

Practitioner Charting

 

 

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)

Change a Payment Type

 

 

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)

You must be registered with Manitoba Health and completed the 15 test claims.

2)

Create a Claim

3)

Create a Submission File

4)

Parse a Remittance

5)

Create a Claim using 'Complete & Chiro Bill'

 

checkmark.png HCAI Setup and Billing

1)

Complete HCAI Setup Guidance

 

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