Knowledge Base

  1. Administration 

    1. Customize Tabs
    2. User Information
    3. Company Information
    4. Download Email Logs
    5. Request Email Log Files
  2. Appointments/Calendar 

    1. Configure Internal Clinic Calendar Start/End of Day
    2. Creating an Appointment
    3. Creating Recurring Appointments
    4. Blocking Time on Calendar
    5. Calendar Slot Duration
  3. Branded Clinic App 

    1. Booking Appointments
    2. View Schedule
    3. Sending and Replying to Clinic Messages
    4. Sending and Replying to Patient Messages
    5. View Clinic Contact
  4. Calendar by Jasmine 

    1. Download Calendar by Jasmine
    2. Relax IP Restrictions for Calendar by Jasmine
  5. Contact Management 

    1. Creating New Patient Contact Record
    2. Import Patient Information from Other Systems
    3. Adding Contact Profile Picture
    4. Add Patient Picture
    5. Adding Employment Status Values
  6. CPT Codes 

    1. Adding New CPT Codes
    2. Adding Modifiers to CPT Codes
    3. List CPT Codes
    4. Edit Treatment Code Pricing
  7. Credit Card Processing 

    1. Enabling Credit Card Payments with Stripe
    2. Enable HSA/FSA card processing in Stripe
    3. Enable Stripe Receipts
    4. Refund Payment
    5. Update Credit Card in Stripe
  8. Email Marketing 

    1. Installing MailChimp App Integration
    2. Segmentation & MailChimp
  9. Email Reminders 

    1. Enabling Email Reminders
    2. Configuring Email Reminders
    3. Sending Patient Email Reminders
    4. Disable Email Reminders
    5. Disable Follow Up Emails
  10. Email Templates 

    1. Creating Email Templates
    2. Configuring Email Templates
    3. Configuring Letterheads
    4. Adding Logo to Letterhead
  11. Google Calendar Syncing 

    1. Enable Google Calendar Syncing
    2. Disable Google Calendar Sync
    3. Google Calendar Sync - Using Non Primary Calendar
    4. BusyCal / GCal / Jasmine Sync
    5. Sync iPhone calendar with Google Calendar
  12. ICD 10 Codes 

    1. Adding New ICD-10 Codes
    2. Import ICD-10 Codes
    3. List Diagnosis Codes
  13. Insurance Billing 

    1. Enroll with Insurance
    2. List Enrollments
    3. Assign Enrollment to Patient Contact
    4. Check Patient's Insurance Coverage
    5. Enter Insurance Claim
  14. Intake Forms 

    1. Enable Intake Forms
    2. Add Welcome Text to Intake Form
    3. Add Signature Forms to Intake Forms
    4. Manually Send Intake Forms
    5. Enable Areas of Pain for Intake Forms
  15. Inventory Management 

    1. Inventory Management
    2. Adding Products
    3. Import Products
    4. Inventory Threshold and Emails
    5. Product Sales Tax
  16. Patient Self Scheduling 

    1. Managing Business Hours for Online Scheduling Widget
    2. Assign Business Hours to Practitioners
    3. Set Practitioner's Business Hours by Service
    4. Customize Availability Time Slots
    5. Specify Multiple Rooms for Scheduling Widget
  17. Quick Start 

    1. Jasmine Quick Start
    2. Authorize Online Access
    3. Add logo
  18. QuickBooks Online 

    1. Authorize QuickBooks Online Access
    2. QuickBooks Online Integration Setup
    3. Import QuickBooks Online Inventory
    4. Creating Invoices in QuickBooks Online
    5. Disable QuickBooks Online Integration
  19. Receipts/Superbills 

    1. Create receipts/Superbills from Contacts
    2. Creating receipts/Superbills from SOAP Notes
    3. Recording payment
    4. Discounting treatments
    5. Discount products
  20. Reports 

    1. Creating Reports
    2. Running Reports
    3. Exporting Report Data
    4. Scheduling Report Email
  21. Salesforce1 Mobile App 

    1. Adding Calendar+ to Salesforce1 Mobile App
  22. Satisfaction Surveys 

    1. Enable Patient Satisfaction Surveys
    2. Manually Sending Suveys
    3. Disable Patient Satisfaction Survey Emails
    4. Enable Testimonials on Facebook
  23. Selling Treatment Packages 

    1. Create a Treatment Package Product Listing
    2. Selling a Treatment Package
    3. Using Account Credit for Payment
  24. Services 

    1. Create Services
    2. Enable/Disable Service to be Visible to Customers Online for Patient Self Scheduling
    3. Edit Service Duration
    4. Edit Service Color
    5. Edit Service - Visible to Customers Online
  25. SOAP Notes 

    1. Add Create SOAP Note button to Appointment Layout
    2. Creating new fields and adding to layouts
    3. Printing SOAP Notes
    4. Adding CPT Code to SOAP Note
    5. SOAP Note History Tracking
  26. Text/SMS Reminders 

    1. Enabling Text/SMS Patient Reminders
    2. Customize Text/SMS Reminders
    3. Disable Text/SMS Reminders
  27. Transcribe by Jasmine 

    1. Relax IP Restrictions for Transcribe by Jasmine
  28. All articles 

    1. Jasmine Quick Start
    2. Installing MailChimp App Integration
    3. Create Services
    4. Add Create SOAP Note button to Appointment Layout
    5. Creating Email Templates

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