How to Set Up Company and Clinic Profile(s)

  • Updated

You'll learn how to update the information in your Company Profile and set up your Clinic Profile(s). The information that is entered in the Company and Clinic Profile(s) will appear across the system in places like the Patient Portal, invoices, and exported charts or letters. 

 

Permissions

  • Access to System & Company Settings 

 

How to Edit the Company Profile 

Check out this short video clip or follow the directions written below to learn how to edit your Company Profile: 

  1. Go Settings 
  2. Under System & Company Settings, select Company
  3. Enter the mandatory Company Details:
    • Name 
    • Address
    • City 
    • Province 
    • Postal Code
    • Phone

    • Email

       

  4. Select Choose File to upload your logo  
  1. Upload your logo as a JPG or JPEG 
  2. Click Save

 

How to Edit the Clinic Profile

In addition to setting up the Company Profile, you will also set up your Clinic Profile(s). This information is will default on patient invoices, notifications, reminders, prescriptions, and reports.

  1. Go to Settings 
  2. Under System & Company Settings, select Clinics

  3. Click the Open icon to the left of the clinic name

    Note: Your system comes preloaded with the number of clinics you've requested so you'll just be editing; the +New Clinic is for Juvonno administrators 

     

 

  1. Enter the Clinic Details 
    • Name 
    • Address
    • City 
    • Province 
    • Postal Code
    • Phone
    • Email
    • Track Inventory 
    • Email Content 
    • Show Service Duration in Emails
    • Default 
    • Book in Portal

  • Depending on where you are located and what integrations you'll be using, you may or may not see the following fields:

    • SR Fax 
    • HCAI
    • HLink
    • OHIP
    • TELUS Health eClaims

     

Tip: Don't worry about the integration fields - we'll be covering those with you. 

 

 

 

Learn more about the fields in the Clinic Profile 

 

Track Inventory:


Yes - If you want to track the products you sell.

If you do not see the Track Inventory field go to Settings, General, Modules, Advanced section, Inventory and Inventory Track and enable them then save.
Email Content:


Use this section only if you have more than one location.

Enter “Custom Text” that you want to appear on patient Email reminders specific to this location.

Example, where parking is located, upcoming promotions, new Practitioner introductions, etc.

 

 
Show Service Duration in Emails:


 

Yes – If you want the duration of the appointment, for example,
“30 minutes” to appear in the patient reminder Email emails.

 

 
Default:


 

Yes – If this is your only location.

Yes – If this is your main location in a multi-location setup

 

 
Book in Portal:


Yes – If you will be using the online Patient Portal
and you want the location to be visible in the Portal.

 

 
 HCAI:


Ontario only. You will only see this field if it is enabled under the General, System settings.

You will receive separate instructions on HCAI.

 
 TELUS: 


If you will be using Telus, your Juvonno Trainer
will set up and train you on how to set this up.

For your own information you can also request the Vendor spreadsheet. 


Contact the TELUS Service Desk using tier2servicedesk@telus.com
to obtain the “Provider Spreadsheet for Software Vendor”.

 

As per Telus, your request email must contain the following:

 

  • Email Subject: Provider Spreadsheet for Software Vendor
  • Full name of the provider or Clinic
  • Username
  • Phone number
  • Provide the Email where the spreadsheet can be sent to.


Normal Operating Hours:

 

 

Fill out your clinic's normal operating hours.

This section is optional as it does not affect scheduling.

 

 

If you have more than one clinic location, repeat the steps above for your other clinics. 

 

How to Add a Clinic-Specific Logo 

You can upload a different logo if you have more than one clinic location, and those locations do not share the same logo as the one uploaded in the Company Profile. You can skip this step if you only have one clinic and the logo is the same as the one you've uploaded in the Company Profile. 

  1. Go to Settings 
  2. Under System & Company Settings, select Clinics
  3. Open the clinic you'd like to edit 
  4. Select the Logo tab 
  5. Click Choose File 
  6. Upload your clinic-specific logo as a JPG or JPEG 
  7. Hit Save

 

Result 

Your Company and Clinic Profiles are updated with your contact information and logo(s). 

 

What's Next 

You'll be updating the tax information for your Company and Clinics

 

 

 

 

 

Was this article helpful?

1 out of 1 found this helpful