Explore recent webinar sessions covering workflow improvements, feature updates, reporting tools, scheduling, billing, and patient management.
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.