Explore recent webinar sessions covering workflow improvements, feature updates, reporting tools, scheduling, billing, and patient management.
August 19 | Managing Front Desk Chaos
Streamlined operations utilizing dashboard customization and patient lookup tools improve administrative efficiency. Users may now configure appointment icons and QR codes to manage patient flow.
August 12 | System Profile Clean up
System maintenance strategies reviewed for staff and service optimization via data management and profile cleanup protocols.
August 5 | Patient Packages and Subscriptions
How to use packages and subscriptions to improve client loyalty and retention.
July 29 | Patient Stages
How to use the patient stages module to track client progress and automate communications. This system replaces using patient status for routine progress tracking.
July 22 | JComm: Custom Reminders, Instant Sends, and Newsletter Design using Canva
Learn how to use JComm to automate additional patient reminders, send service-specific and invoice-specific communications, utilize custom fields, and create engaging newsletters using Canva.
July 15 | Stop Rewriting: Automate Your Clinical Documentation
The session covered patient communication updates, documentation efficiency enhancements, and advanced template customization strategies.
July 8 | Referral Tracking for Clinic Growth and Marketing Management
Introduced advanced Case tracking tools for monitoring clinic growth, referrals and a foundational tracking tool for monitoring the patient's experience in Juvonno. Spreasheet TBA
June 24 | HCAI and Ontario MVA Changes effective July 1
Policy changes regarding Ontario motor vehicle insurance necessitated system updates and administrative procedural adjustments for clinic billing.
June 17 | System Analytics and Monitoring Trends
Meeting reviewed platform feature updates and implemented analytics dashboards to drive operational efficiency and clinic performance reporting. Spreadsheet found here
June 10 | Invoice and Payment Corrections
System updates and accounting strategies for managing locked periods and billing adjustments were reviewed during the session.
June 3 | Improving the Client Booking Journey
Implemented direct booking links, portal shortcuts, and expanded QR code functionality to streamline client access. Added in-clinic QR check-ins, rebooking capabilities, and automated patient arrival updates to improve scheduling efficiency and reduce administrative steps.
May 27 | Task Management
Learn how to use task management workflows for clinic scheduling and administrative optimization
May 20 | Third-Party Payors & Insurance Billing
Learn how to set up third-party payors, manage insurance information within patient profiles, and process invoicing workflows for insured patients.
May 13 | JComm Automated Communications
Learn how to create automated campaigns using triggers for intake forms, reminders, and service-specific patient communications.
May 6 | HCAI Billing & Reporting Errors
Review common HCAI billing and reporting errors, including dashboard updates, invoice search improvements, and troubleshooting workflows.
April 29 | New Invoice Search Interface
Preview of the updated Invoice Search dashboard, including navigation improvements, and filtering tools.
April 22 | Outcome Measures & Tracking
Explore practitioner dashboard updates and upcoming automated outcome reporting features designed to improve clinical tracking.
April 15 | Complaint Tracking & Management
Review complaint tracking workflows, system troubleshooting steps, and browser performance considerations.
April 8 | Chart Builder & System Updates Review
Explore Chart Builder features including nested questions, provider charting tools, patient correspondence, prescriptions, and enhanced reporting updates.
April 1 | Patient Portal Scheduling & Troubleshooting
Scheduling review and troubleshooting common errors.
March 25 | Staff Restrictions & Access Controls
Learn how to manage patient profile access restrictions for staff and providers, including off-site access controls and related system updates.
March 18 | JComm Campaigns & Patient Insights
Explore JComm campaign creation, audience refinement tools, client management workflows, and generating non-JComm clinic lists using Patient Insights.
March 11 | Refunds & Billing Corrections
Learn how to process credit card refunds, gift card reimbursements, invoice corrections, and gateway payment refunds.
March 4 | User Types & Access Controls
Detailed overview of user types, permissions, and access control management within the system.
February 25 | Accounts Receivable & Year-End Best Practices
Review accounts receivable reports, debt collection workflows, and best practices for locking accounting periods at year end.
February 18 | Schedule Management Views
Compare the Multi-Clinic Practitioner and My Practitioner schedule views to determine the best fit for different scheduling and administrative workflows.
February 11 | Schedule Types & Online Booking
Learn how to use Schedule Types for appointment colour coding and connecting services to providers for online booking.
February 4 | NEW Chart Builder & Charting Interface
Overview of the updated Chart Builder and charting interface, including key workflow improvements and feature enhancements.
January 28 | HCAI Billing Workflows & Corrections
Review HCAI billing procedures, treatment plan booking workflows, common billing corrections, invoice editing, EHB invoice splitting, and MIG case billing.
January 21 | Patient Profiles & Custom Fields
Learn how to manage patient profile settings, required fields, custom fields, visibility restrictions, and reporting workflows.
January 14 | Year-End Accounting & Reporting
Review key year-end accounting procedures, financial reports, patient tax statements, and clinic performance statistics.