Knowledge Base

  1. Administration 

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

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

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

    1. Download Calendar by Jasmine
    2. Lightning: Relax IP Restrictions for Calendar by Jasmine
    3. Classic: Relax IP Restrictions for Calendar by Jasmine
  5. Contact Management 

    1. Lightning: Creating New Patient Contact Record
    2. Lightning: Import Patient Information from Other Systems
    3. Lightning: Adding Employment Status Values
    4. Lightning: Merge Contact Records
    5. Lightning: Mass Email Contacts
  6. CPT Codes 

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

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

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

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

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

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

    1. Lightning: Adding New ICD-10 Codes
    2. Lightning: List Diagnosis Codes
    3. Classic: Adding New ICD-10 Codes
    4. Classic: Import ICD-10 Codes
    5. Classic: List Diagnosis Codes
  13. Insurance Billing 

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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