Knowledge Base

  1. Administration 

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

    1. Blocking Time on Calendar
    2. Calendar Slot Duration
    3. Creating Recurring Events
    4. Enabling the New Calendar Plus
    5. Changing Appointment Color
  3. Contact Management 

    1. Import Patient Information from Other Systems
    2. Adding Contact Profile Picture
    3. Add Patient Picture
    4. Adding Employment Status Values
    5. Merge Contact Records
  4. CPT Codes 

    1. Adding New CPT Codes
    2. List CPT Codes
    3. Edit Treatment Code Pricing
  5. 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
  6. Email Marketing 

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

    1. Enabling & Configuring Email Reminders
    2. Sending Patient Email Reminders
    3. Disable Email Reminders
    4. Disable Follow Up Emails
    5. Enable Patient Email Settings
  8. Email Templates 

    1. Creating Email Templates
    2. Configuring Email Templates
    3. Adding Logo to Letterhead
  9. 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
  10. ICD 10 Codes 

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

    1. Enroll with Insurance
    2. Check Patient's Insurance Coverage
    3. Enter Insurance Claim
    4. Check Insurance Claim Status
    5. View Insurance Claim Payment Report
  12. 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
  13. Inventory Management 

    1. Inventory Management
    2. Adding Products
    3. Import Products
    4. Inventory Threshold and Emails
    5. Product Sales Tax
  14. 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
  15. Quick Start 

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

    1. Creating receipts/Superbills from SOAP Notes
    2. Discounting treatments
    3. Add Payment Method
  17. Reports 

    1. Creating Reports
    2. Running Reports
    3. Exporting Report Data
    4. Scheduling Report Email
  18. Satisfaction Surveys 

    1. Enable Patient Satisfaction Surveys
  19. Selling Treatment Packages 

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

    1. Create Services
    2. Edit Service Color
  21. 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
  22. Text/SMS Reminders 

    1. Enabling Text/SMS Patient Reminders
    2. Customize Text/SMS Reminders
    3. Disable Text/SMS Reminders
  23. 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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