In this article, you will learn how to update the information in your Company Profile and set up your Clinic Profile(s). The information you enter in your Clinic Profile(s) will appear on your Patient Portal, invoices, and exported charts or letters.
| Note | You must have access to your System Settings in order to make these changes. If you do not have access you can contact your Level 2 Administrator to have your User Type updated. To see the changes log out of Juvonno and back in. |
Table of Contents
- How to Set Up your Company
- How to Set Up a Single Clinic
- How to Add Clinics (Multiple Locations)
- How to Set Up Taxes
- How to Modify Taxes by Location
How to Set Up your Company
These instructions are for setting up the Company information with 1 logo if you only have 1 location.
Step 1
Select the Settings icon on the toolbar located down the left side of the page.
Step 2
Inside Settings, under the System & Company Settings Section select Company.
Step 3
Fill in your company information in the sections provided and upload your company's logo by clicking Choose File. Then select Save.
How to Set Up a Single Clinic
In addition to setting up the Company (parent location) you will also set up Clinic. This information is required for default(s) on patient invoices, notifications, reminders, prescriptions, and reports.
Step 1
Your system has a sample Clinic set up to get you started. Click the Open to the left of the sample Clinic.
Step 2
Enter the Clinic details then select Save.
Below is an explanation of what the fields within the Clinic relate to.
| Track Inventory: |
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.
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| Email Content: |
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.
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Show Service Duration: |
Yes – If you want the duration of the appointment, for example,
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Default: |
Yes – If this is your only location. Yes – If this is your main location in a multi-location setup
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Book in Portal: |
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HCAI: |
You will receive separate instructions on HCAI.
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TELUS: |
For your own information you can also request the Vendor spreadsheet.
As per Telus, your request email must contain the following:
This request typically takes 48 hours for Telus to process. For more information on Telus, click here.
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Fill out your clinics normal operating hours. This section is optional as it does not affect scheduling.
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How to Add Clinics (Multiple Locations)
If you have more than 1 location, you can individualize the clinic information and upload the clinics logo by following these steps.
Step 1
Inside Settings, under the System & Company Settings section, select Clinics.
Step 2
Select + New Clinic to enter relevant information.
Step 3
Enter the Clinic details then select Save.
Step 4
| TIP: | If you have more than one location with separate logos, you can edit an image with both logos side-by-side and upload them as one. |
| Note: | Please follow the file restrictions: JPG, JPEG or PNG. |
How to Set Up Taxes
To set up your default taxes for your company, follow these steps.
| Note | Your default clinic taxes are first tax you will set up. For any changes you will need to override the taxes within each clinic location record. |
Step 1
Inside Settings, select General under System & Company Settings
Step 2
Locate the Tax sub menu inside Accounting and fill-in all your tax information then click Save.
Learn more about each Tax field
| Tax 1 Name (GST/HST |
Type GST or HST (Whichever is applicable) in tax name 1. |
| Tax 1 # |
Enter Government Tax GST or HST # if applicable. Depending on your invoice template this may appear on patient invoices. |
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Tax 1 Rate (%) |
If you have separate taxes charged on different items enter the percentages separately in Tax 1 Rate field and Tax 2. |
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Tax 2 Name (PST) |
Enter the Tax for PST. |
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Tax 2 # |
Enter Government Tax PST # if applicable. Depending on your invoice template this may appear on patient invoices. |
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Tax 2 Rate % |
Enter the PST Tax rate. |
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Tax Exempt Selection at Checkout |
This allows you to override the tax on a product & service item upon checkout. |
How to Modify Taxes by Location
For more than 1 location you may have a different tax (Example: Clinic A is in one Province and Clinic B is in another). Follow these steps to modify taxes by location
Step 1
Navigate to Settings, and under the System & Company Settings section select Clinics.
Step 2
Select Open beside the clinic whose taxes you'd like to modify.
Step 3
Go to the Accounting Tab, check off Override Tax beside the rate you'd like to change and enter the correct taxes for this location then click Save.
| Note: To set up additional locations, repeat the How to Modify Taxes by Locations steps. |
For more details about setting up clinics (more than 1 location) see Part 1. Basics.
Once your company and clinic(s) are set up you can then move on to create additional Administrator and Practitioner profiles and attach schedules to the correct clinics.
Congratulations on completing Basic System Setup: Part 2!
Click here to continue to Basic System Setup: Part 3
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