How to Set Up Company and Clinic Profiles

  • Updated

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

 

When to Use This 

Use this article when: 

  • Adding or updating details to your Company Profile 
  • Adding or updating details in your Clinic Profile 

  • You want a general overview of the Company and/or Clinic Profile in Juvonno 

     

Permissions

  • Only those with an Admin Level 2 Profile will be able to see all sections in the Clinic Profile  

Contact your clinic administrator if you do not have the required access.  

 

Setting Up the Company Profile 

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

 

 

Instructions 

  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

 

Setting Up a Clinic Profile

This information is will default on patient invoices, notifications, reminders, prescriptions, and reports.

 

Instructions

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

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

     

 

  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

     

 

 

Learn more about the fields in the Clinic Profile 

 

Track Inventory
  • Yes: You want to track inventory using Juvonno
  • No: You don't want to track inventory using Juvonno

💡Tip: Don't see the Track Inventory? Go to Settings > General > Modules > Advanced > Inventory and Inventory Track and enable them then save
Email Content
  • Use this section when you have more than one location and need to customize the content for emails for each location 
  • Example: Where to park, directions for finding the clinic
Show Service Duration in Emails
  • Yes: The appointment length will be included in email reminders 
  • No: The appointment length won't be included in email reminders 
Public Appt Booking URL
Default
  • Yes: This is your only location or you have multiple clinics and this your main location 
  • No: You have multiple clinics and this is not the main location  
Book in Portal
  • Yes: You want this clinic to be available in the Patient Portal
  • No: You don't want this clinic to be available in the Patient Portal 
Account 
  • Not applicable
Place of Service
  • Not applicable
Twilio
  • Not applicable
SR Fax
HCAI
TELUS Health eClaims
Wibbi
Normal Operating Hours
  • Optional
  • Information purposes only - this does not affect scheduling 

 

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

 

💡Tip: Your system comes preloaded with the number of clinics you've requested so you'll just be editing. +New Clinic is only for the Juvonno team. If you need to add another clinic, get in touch with your sales representative or email us at support@juvonno.com  

 

Adding a Clinic 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. 

 

💡Tip: Skip this section if you only have one clinic and the logo is the same as the one you've uploaded in the Company Profile. 

 

Instructions 

  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. Click Save

     

 

Result 

Your Company and Clinic Profile are updated with your contact information and logo. 

 

Things to Know 

  • The field Google Map Link Override in the Company Profile allows you to override the map that is displayed in reminder and notification emails 
    • You should not use this when you have more than one clinic location 

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