2020 ⇆ May Updates

  • Updated

 

  ⇆  Update Highlights

 

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  ⇆  Patient Portal Profile

 

Take control over which portal profile fields need to be completed by the patient.
Set Mandatory fields to prevent patients booking when their profile is incomplete.

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Adjust the settings in Settings > General > Portal > Portal Profile:

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Patient Custom Fields now have a Include in Portal toggle setting as well.

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 Note: All edits are stored in the Patient Profile > History > Changes tab for reference.

 

 

  ⇆   JuvonnoComm Date Filter





Filter your Campaign dashboard with a variety of date range methods.
Keep track of your monthly usage or set a custom range by preference. 

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This date filter is also available in each individual Campaign's results.

 

  ⇆  Send a Text Message

 

Communicate to patients directly off their scheduled appointment.

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Note: Text Message reminders must be set up and enabled prior to using this feature. Enable in Settings > General > Reminders & Notifications > Text Message Reminders

 

 

  ⇆  Canada Life Claim Form





The latest version of Canada Life's claim form is now available.
Enable this fillable-PDF in Settings > Forms and assign it to the Third-Party Company.


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Applicable fields will be populated based on the patient profile or Insurance fields.


Updates.png More Release Updates | 2020-05-28
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Telus eClaims: Now supports billing under a Supervising Practitioner
▪ JuvonnoComm:
New 'Reopening' Template added to library 
▪ Patient Portal: 'Days Allowed to Schedule Into' setting added
▪ Patient Portal: Account Settings renamed to Portal Profile
▪ General Settings: Moved 'Accounts Payable' to Modules section
▪ Cancellation Report: Identifies when a cancellation is made from the Portal
▪ Payments Received Report: Identifies a payment made on the Portal
▪ Quick Patient Creation: Added optional mandatory Default Clinic field
▪ Quick Patient Creation: Added optional mandatory Default Practitioner field
▪ Appointment Email Reminders: Added customizable content before email body
▪ Staff Profiles: Added Emergency Contact, Employment Hire & Seniority Date fields
▪ Staff Profiles: Added HST # field and Supervisor staff drop-down menu selection
▪ Send a Text Message: Updated with modern style for UI
▪ Products and Services: Added Revenue and Expense Account override
▪ Products and Services: Added Payable Tax Type option
▪ Custom Fields: Added Product and Service Custom Field options
▪ Patient Import: added Referral Type, Referral Date and Custom Fields
▪ Product/Service Import: added Tax, Duration, eClaims Code, Practitioner Type
System Update: General Settings Text Reminder options display when disabled
System Update: JuvonnoComm no longer saves 'blank' message body
System Update: JuvonnoComm displays corrected total successful Text Messages
System Update: Patient Portal booking availability with multiple 'Aways' revised
System Update: Patient Portal Transactions tabs are hidden with Toolbar setting 
System Update: Patient Portal booking by Service/Date displays all dates
System Update: Complaints can be added while Charting when none already exist
System Update: Complaints display in their correct field when reviewing a Chart
System Update: Manually sent Text Messages store in Patient Profile System SMS log
System Update: Text Messages log's revised to split successful and error status
System Update: Commissions can now be applied to $0 Products/Services
System Update: Next Appointment icon now displays correct date in sequence

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