Knowledge Base

  1. Administration 

    1. Creating Users
    2. Deactivate Users
    3. Assign Business Hours to Practitioners
    4. User Information
    5. Company Information
  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. 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
  5. CPT Codes 

    1. Adding New CPT Codes
    2. List CPT Codes
    3. Edit Treatment Code Pricing
  6. 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
  7. Email Marketing 

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

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

    1. Creating Email Templates
    2. Configuring Email Templates
    3. Configuring Letterheads
    4. Adding Logo to Letterhead
  10. 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
  11. ICD 10 Codes 

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

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

    1. Enable Intake Forms
    2. Add Signature Forms to Intake Forms
    3. Manually Send Intake Forms
    4. Enable Areas of Pain for Intake Forms
    5. Enable Patient Intake App for iPad/Android Tablets
  14. Inventory Management 

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

    1. Managing Business Hours for Online Scheduling Widget
    2. Customize Availability Time Slots
    3. Specify Multiple Rooms for Scheduling Widget
    4. Customize Book Now Button Image
    5. Book Now Widget for HTML Website
  16. Quick Start 

    1. Jasmine Quick Start
    2. Authorize Online Access
    3. Add logo
  17. 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
  18. Receipts/Superbills 

    1. Creating receipts/Superbills from SOAP Notes
    2. Recording payment
    3. Discounting treatments
    4. Discount products
    5. Add Payment Method
  19. Reports 

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

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

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

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

    1. Create Services
    2. Enable/Disable Service to be Visible to Customers Online for Patient Self Scheduling
    3. Edit Service Color
    4. Assigning Location to Services
  24. 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
  25. Text/SMS Reminders 

    1. Enabling Text/SMS Patient Reminders
    2. Customize Text/SMS Reminders
    3. Disable Text/SMS Reminders
  26. All articles 

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

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