Follow these steps before launching your patient portal:
1) Clinic Activation and Portal Settings
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Note: In order to proceed, the portal must first be enabled. If it is not, please contact your Juvonno Account Manager or Customer Service Representative. |
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 |
Enable the Medical Profile to be completed and viewed by the patient. |
Mandatory |
During signup, this will require a patient to enter in their General Practitioner's name. |
Mandatory |
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. |
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. |
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 |
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Portal Login Page Message |
Enter the text that will appear before a patient logs in or signs up. |
Secure Home |
Enter the text that will appear on the home page of a patient's portal (once logged in). |
Public Book |
Enter the text that will appear once a patient (that does not have a profile created) books an appointment. |
Secure Book |
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. |
2) Portal Schedule Type Setup
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.
3) Portal Product and Services Setup
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.
4) Providing Patient Portal Access
Overview
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.
5) Booking Appointments as the Patient
Booking Process
- Login
- Book Appointment
- Select Clinic
- Select Practitioner OR
- Select Service & Date
- Review Appointment
- 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.
6) Link Your Company Website to the Portal
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.
For more information on the Patient Portal, we suggest searching the knowledge base using the term 'Portal' to retrieve all associated articles and videos to further assist you in setting up the portal and getting familiar with all the options available.
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