Add Products and Services

  • Updated

 

This article explains how to create products and services in Juvonno for invoicing and scheduling purposes.

 

When to Use This

Use this article when:

  • Adding a new service offered by your clinic
  • Creating products for retail 
  • Setting up services for online booking or TELUS eClaims submission

 

Permissions 

  • Access to Settings > Products & Services 
  • Access to Edit Products & Tariffs

Contact your clinic administrator if you don't have the required access. 

 

Step-by-Step Guide 

Step 1: Create Product & Service Categories 

Juvonno comes with several preconfigured Product & Service Categories. If you need additional categories to organize your products and services, you can create them by following these steps:

  1. Go to Settings 

 

  1. Under Products & Services, select Products & Services Categories

 

  1. Click +New Category 

 

  1. Enter the Category Details 
    • #: Optional. Appears only when viewing the Categories list.
    • Name: Enter a name for the category 
    • Department: Select the department that this category belongs to
    • Description: Optional. Appears only when viewing the Categories list 
    • Loyalty Program: Select this option if items in this category should be included in the Loyalty Program. This option is only available if you use the Loyalty Points module.
    • Commissionable?: Select this option if items in this category should be eligible for commissions. This option is only available if you use the Commission module.
    • Display in Insurance Policy Rules: Select this option if you want the category to appear when setting up insurance in a patient's profile. This allows the category to be used for Per Detailed Category Coverage and Per Category Coverage.
  2. Click Save 

 

Step 2: Create Products and Services

Once your Product & Service Categories are set up, you can create the individual products and services your clinic offers. Follow these steps to get started:

  1. Go to Settings 

 

  1. Under Products & Services, select Products & Services

 

  1. Click + New Item

 

  1. Select the Department 
    • Services Dept: Select for services
    • Products Dept: Select for products
    • Other Dept: Select for gift cards
  2. Select the Category 

 

  1. Enter the following: 
    • Name: Enter the name of the product or service 
      • Do not include any special characters (e.g., —&"!@#$%^*[]{}?><)
    • Item #: Enter a code using letters and numbers
      • Do not include spaces or special characters (e.g.  —&"!@#$%^*[]{}?><)  

 

Pricing

  1. Enter:
    • Cost (optional): The internal cost to the clinic
    • Margin: This will auto-calculate based on the other values entered

    • Retail: The amount charged to patients

       

 

Tax 

  1. Go to Tax Type and select: 
    • Inherit from Department: Use the taxes that are set up for the department  
    • No Tax: Do not apply tax to this service 
    • GST: Apply GST only 
    • GST &: Apply GST & PST
  2. Go to Payable Tax Type and select: 
    • Inherit from Department: Use the taxes that are set up for the department  
    • No Tax: Do not apply tax to this service 
    • GST: Apply GST only 
    • GST &: Apply GST & PST

 

Inventory

  1. Go to Inventory Tracking (for products) and select:
    • Yes: Track inventory 
    • No: Do not track inventory 

 

TELUS eClaims 

  1. Complete the following fields if you will be submitting this product or service through TELUS eClaims: 
    • eClaims Procedure Code: Select from the dropdown 
    • Unit of Measure Quantity: How many minutes (e.g., 60) 
    • Unit of Measure: MIN 

 

💡Tip: We recommend using MIN as the unit of measure because TELUS Health eClaims may require this for certain services 

 

Online Booking

  1. If patients should be able to book this service online: 
    • Select a Service Duration 
    • Set Book From Portal to Yes 
    • Set Portal Conflicts Allowed: Enter the number of additional appointments that can be booked in the same time slot. By default, only one appointment is allowed per time slot. For example, entering 1 allows two appointments in the same time slot: the original appointment plus one additional appointment.
    • Add a Description (optional, visible on the patient portal)

 

Assessments 

  1. If this is an assessment: 
    • Check Assessment
    • Chose the appropriate Practitioner Type from the dropdown 

 

Schedule Types 

  1. Go to Apply to Schedule Types and click click +Add 
  2. Select the relevant Schedule Type from the menu  

 

Result

Your product or service will be available for scheduling, invoicing, and, if configured, online bookings.

 

Things to Know

  • If a Category is not selected the item may not appear when booking
  • Schedule Types  are needed to connect the service to the practitioner and make the the service bookable in the Patient Portal
  • Book From Portal needs to be checked off so the service appears in the Patient Portal 

 

Troubleshooting

Why isn’t my service showing in the online portal?

  • Confirm Book From Portal is set to Yes
  • Ensure the correct Schedule Types are assigned
  • Verify the practitioner is assigned to those Schedule Types

Why can’t I find my service when booking an appointment?

  • Open the product or service and confirm a Category is selected

How should I set up services for practitioners working in multiple locations?

  • Create a Schedule Type that includes the practitioner name and clinic location
  • Assign this Schedule Type to the practitioner
  • Use it when setting up their availability
  • Select this Schedule Type when configuring products and services for the portal

 

 

 

 

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