Practitioner Basic Profile Checklist

Below is a "Basic" check list of items for set up in your Juvonno system and the sequence to set up the Practitioner Profile.

For more indepth details view the Practitioner Section.

System Settings 

These are the minimal system settings you need to have to create a Practitioner Profile.

1. Clinic Location: Go to Settings, Clinics.

2. Staff Groups: Go to Settings, Staff Groups.

3. Practitioner Types: (Practitioners only) Select a valid Practitioner Type.

Go to Settings, Practitioner Types (these should already be set up in when you get your new Juvonno system).

4. Schedule Types: (Practitioners only)

Settings, Schedule Types. Set up relative Schedule Types.

5. User Types: Settings, User Types - at least 1 user type must set up.

Practitioner Profile Settings

Practitioner Profile tab

First/Last Name fields

Bio: If you are using the Portal and want a Bio to appear you can enter custom text here.

Credentials field: These will appear on invoices.

Group: Select from the drop down menu.

Practitioner Type: Select from the drop down menu.

Default Clinic: Select from the drop down options.  If the practitioner works at more than 1 location you do not have to select a clinic.

Scheduling Intervals: Select from the drop down options.

Billing: Select yes if the Practitioner will be creating invoices.

Can be booked in the Portal: Select yes if it applies.

Login tab

Username: Create a username.

Password: Create a password.

User Type: Select from the drop down options.

Availability Tab

Schedule Types: Add the related Schedule Types to the Practitioner first.

Availibility: Set up at least 1 Availability Record.

Chart Tab

If the Practitioner will be charting, select the check boxes beside the charts they want to use in the Patient Profile.

Practitioner Access Tab

Under Individual Staff Access or Primary Group Access select which employees should be viewed on the schedule and have access to charts.

NOTE: You must have  1 or more Practitioner names selected under teh Individual Staff Access or at least 1 Staff group selected under the Primary Group Access section in order for the User to see anyone on the schedule.

Preferences Tab

Dashboard: 1 clinic set to My Practitioners / if you have more than 1 location and the Practitioner would like to select the clinic they want to view from the schedule, select Clinic Practitioners.

The practitioner is now able to login with their username and password and see schedules and chart right away.