Clinic Portal Activation

Navigate toSettings

Under the System & Company Settings heading, select Clinics.



Open a clinic and set Book in Portal to Yes.

Practitioner Portal Activation

Navigate toSettings

Under the Staff heading, select Practitioners.

Select Open next to the Practitioner.



Set Can Be Booked in Patient Portal to Yes.

Portal Tab

Navigate toSettings

Under the System & Company Settings heading, select General.

Select the System tab and choose Portal.

General

Learn more about the individual fields

Enabled	This must be set to 'Yes' in order to enable the Patient Portal.
Theme	Select from the drop-down menu the preferred portal colour scheme.
Allow Public Signup	Enable a patient without a profile created by the clinic to add themselves in and book an appointment.
Add/View Medical Profile	Enable the Medical Profile to be completed and viewed by the patient.
Mandatory General Practitioner	During signup, this will require a patient to enter in their General Practitioner's name.
Mandatory Date of Birth	During signup, this will require a patient to enter in their date of birth.
Intake Form Completion Notification	Enable this to have the clinic receive an email when an intake form is completed or updated.
Portal Signup Notification	Enable this to have the clinic receive an email when a new patient signs up on the portal.
Portal Login URL	This is an assigned link of your patient portal.

 

Scheduling

Learn more about the individual fields

Slot Availability	Enable this to only allow booking from the portal during specified times. The 'Portal Schedule' is modified in a Practitioner's Standard Availability.
Public Appointment Booking	Enable a patient to book an appointment without creating a profile.
Auto-Accept Portal Appointments	Enable patient-booked appointments to be accepted automatically. Otherwise, bookings are treated as 'requests' and must be accepted by the clinic before appointments are confirmed. Pending appointments appear in a Pending tab on the clinic's schedule.
Pending Appointment Email Address	Enter an email to receive notifications when appointment booking requests are created.
Apply Default Insurance	Enable this to have patient-booked appointments apply to their default insurance set in their profile. As insurance records can only be added by the clinic, this function will not apply to 'public' patients.
Hours Prior to Book	This sets the number of hours prior to an available appointment that a patient can book an appointment through the portal.
Hours Prior to Cancel	This sets the number of hours prior to a booked appointment that a patient can cancel through the portal.

 

Scheduling Consent

Learn more about the individual fields

Enabled	This must be set to 'Yes' in order to enable the patient's consent function.
Scheduling Consent Required	Determine whether scheduling consent is required to book an appointment.
Required Every Time	Determine if every time a patient books an appointment they must confirm their scheduling consent.
Consent Text	Enter the text that will appear before an appointment is booked on the patient portal.
Consent Document	Upload a document (PDF, Word) that may contain further details regarding consent that the patient will have access to view.

 

 

Messages (Custom Content displayed to Patients on the Portal)

Learn more about the individual fields

Appointment Booking Message	* 2019 Patient Portal upgrade does not require this field to be entered.
Portal Login Page Message	Enter the text that will appear before a patient logs in or signs up.
Secure Home Page Message	Enter the text that will appear on the home page of a patient's portal (once logged in).
Public Book Thank You Message	Enter the text that will appear once a patient (that does not have a profile created) books an appointment.
Secure Book Thank You Message	Enter the text that will appear once a patient (that has a patient profile) books an appointment.

 

Toolbar

Learn more about the individual fields

Book an Appointment	Select whether or not the 'Book an Appointment' tab appears within the patient portal. Note: Patients will still be able to book appointments with other available links.
Documents	Upload documents in the patient profile and assign them to the portal for the patient to view. Patients can also upload documents that are clinic-accessible.
Medical Profile	Patients can complete the pre-built Medical Profile Health History form within Juvonno before arriving at your clinic, or give patients the ability to complete the form on a tablet when they arrive at the clinic. You are also able to create your own custom Intake Forms to show in the portal.
Programs	You can create programs for several patients to attend such as offering an exercise class or a yoga class. These programs can be displayed online for patients to register.
Transactions	Select whether or not a patient's transactions are visible to the patient on their portal account.

 

 

Widgets

Learn more about the individual fields

Insurance Totals	Select whether or not the patient's updated insurance totals appear on their patient portal home page.
Loyalty Point Balance	Select whether or not the patient's Loyalty Points appear on their patient portal home page.
Outstanding Invoices	Select whether or not the patient's outstanding invoices are viewable within their patient portal.

 

Schedule Types are linked to Practitioners then to Products & Services to show the item in the Portal.

Be sure to set up your schedule types to ensure that the correct products, services, and practitioners are displayed per location.

Schedule Type Examples

• Schedule Types Per Clinic Location (Main Location, Second Location)
• Schedule Types per Discipline (Physiotherapist, Massage, Chiropractor)

Ensure you have the correct Schedule Type assigned to Practitioners and to Products and Services

Location

Settings > Schedule Types

To learn more about schedule types, click here.

Products are linked to Schedule Types that will allow them to be displayed per location and per practitioner(s) that are attached to the schedule type.

Use the 'Apply to Schedule Types' filter to allow patients to book select services from a practitioner in the portal.

Location

Settings > Products & Services

You must select the Product & Service items you want to show in the portal.

1. First, Open each of the Product & Service Items that you would like to be displayed in the patient portal. Remember, these are services that you would like patients to book online, information displayed on the service may be displayed through the patient portal.

2. Set the “Book from the Portal” option to Yes.

3. Apply to Schedule Types: Attach the schedule type that has been assigned to the Practitioner who will be booking the item in the Portal.

Overview

1. Location
2. Options
   1. Available Practitioners
   2. Existing Patient
   3. Create an Account Manually

Location

Open a Patient Profile to locate their Portal Access tab.

Options

Available Practitioners

There is a list of Practitioners under the Available Practitioner section.

You are able to restrict patients to see specific Practitioners by selecting the practitioner name/s.

Existing Patient

If the client is an existing Patient you are able to send a portal Invitation to the email address you have entered on their General page. 

The invitation is active for 3 days, they are able to click a link in the invitation and create their own Username and Password to access the portal.

Create an Account Manually

You can also create a Username and Password for test profiles and for clients who would like you to do this for them.

Select “Click here to Create an account manually”.

You can use an email address as the Username in the event you want to be able to obtain a forgotten password, enter a Password.

Then Save.

Booking Process

1. Login
2. Book Appointment
3. Select Clinic
4. Select Practitioner OR
5. Select Service & Date
6. Review Appointment
7. Portal Homepage - Upcoming Appointments

1. Login

The patient will have to log in to their patient profile on your linked Juvonno to start the process. To find out more about the login page click here.

2. Book an Appointment

Once inside the portal homepage, patients can select the 'Book an Appointment' button on the left-hand side.

If they veer off onto another page within the portal, they can always click on the 'Book an Appointment' on the top toolbar.

3. Select Clinic

Starting the appointment booking process, the patient will have to select the clinic they would like to visit for the service.

4. Select Practitioner

After selecting a clinic location, the patient can then select a practitioner by simply clicking on their practitioner profile card.

All practitioners are displayed but can be sorted by practitioner type or practitioner name. All practitioners will have their profile picture, credentials and bio displayed for the patient!

If the patient would like to book by service rather than a practitioner, they can skip to the next Service/Date page.

5. Select Service & Date

Patients can select a service with a practitioner that will administer over the scheduled time.

The name of the service, the description of the service, and the price of the service will be displayed. To adjust the formatting, simply adjust the services profile in system settings.

6. Review Appointment

Patients then can review all the details of their appointment booking from the clinic location, the practitioner, the service, price, and date.

If your clinic would like, they can force a consent form that patients can view and verify that they understand the conditions of appointment consent.

Patients can also leave your clinic a message that will be sent directly to your Juvonno system.

7. Portal Homepage - Upcoming Appointments

Once the appointment has been booked by the patient they will be redirected to their portal homepage. The patient will be able to see the upcoming appointment details, and if all appointments have to be verified by a Juvonno administrator then a 'pending appointment' tag will show.

Easily link your Juvonno portal to your clinic's website! Simply copy your Juvonno portals URL and embedding it within the 'book appointment' button on your clinic's website.

To embed the URL to the 'book appointment' button you must have administrative access to the website manager (WordPress, Wix, Squarespace, etc.)

Other locations your portal URL can be copied for bookings:

• Twitter Bio
• Instagram Bio
• Facebook Bio
• Facebook (booking)
• LinkedIn Bio
• Website Blog

1. Find your Juvonno Portal URL

Navigate through Settings > General > Portal > Portal Login URL. Copy the URL that is posted.

2. Find each clinic's Portal URL

Log in to your portal URL and click on the [> Take Me There] button.

Once inside the portal booking page, click on the book appointment button on the header.

Then select the clinic location that you would like to embed within a 'book appointment' button. Once on the clinic's page, and the practitioners of that clinic appear, simply copy the URL.

Now you have all of your clinic’s 'Book Online' buttons ready to be added to your website. Use them to automate your patient booking process!

3. Embed URL(s) to website button

Once you have the URL(s) for your portal, log in to your website builder and create a 'Book Now' button. 

These buttons are often found on the (1) header that is on all pages, (2) the footer that is on all pages, (3) the home page, (4) the about us page, (5) or the services page.

Don't overwhelm your patients, but give them adequate places to book an appointment through your website link back to your Juvonno portal.