All articles

← Knowledge Base

  1. Book Now Widget for Wix

  2. Booking Appointments

  3. Classic: Accepting Credit Card for Booking

  4. Classic: Add Create SOAP Note button to Appointment Layout

  5. Classic: Add logo

  6. Classic: Add Patient Picture

  7. Classic: Add Payment Method

  8. Classic: Add Signature Forms to Intake Forms

  9. Classic: Add Welcome Text to Intake Form

  10. Classic: Adding Additional Points

  11. Classic: Adding Calendar+ to Salesforce1 Mobile App

  12. Classic: Adding Contact Profile Picture

  13. Classic: Adding CPT Code to SOAP Note

  14. Classic: Adding Employment Status Values

  15. Classic: Adding Logo to Letterhead

  16. Classic: Adding Modifiers to CPT Codes

  17. Classic: Adding New CPT Codes

  18. Classic: Adding New ICD-10 Codes

  19. Classic: Adding Product Types

  20. Classic: Adding Products

  21. Classic: Assign Business Hours to Practitioners

  22. Classic: Assign Enrollment to Patient Contact

  23. Classic: Assigning Location to Receipts

  24. Classic: Assigning Location to Services

  25. Classic: Attach Calendar Invite (ICS) To Email

  26. Classic: Attach files to patient records

  27. Classic: Attach privacy statements & initial intake

  28. Classic: Authorize Online Access

  29. Classic: Authorize QuickBooks Online Access

  30. Classic: Blocking Time on Calendar

  31. Classic: Book Now for SquareSpace

  32. Classic: Book Now Widget for HTML Website

  33. Classic: Book Now Widget for Weebly

  34. Classic: Book Now Widget for Wordpress

  35. Classic: Booking Site

  36. Classic: BusyCal / GCal / Jasmine Sync

  37. Classic: Buy Jasmine

  38. Classic: Calendar Slot Duration

  39. Classic: Change Session Timeout

  40. Classic: Changing Appointment Color

  41. Classic: Charge Credit Card for Booking

  42. Classic: Check Insurance Claim Status

  43. Classic: Check Patient's Insurance Coverage

  44. Classic: Community Acupuncture Scheduling

  45. Classic: Company Information

  46. Classic: Configure Internal Clinic Calendar Start/End of Day

  47. Classic: Configuring Email Reminders

  48. Classic: Configuring Email Templates

  49. Classic: Configuring Letterheads

  50. Classic: Configuring Locations, Services, Practitioners, & Business Hours

  51. Classic: Configuring Patient Scheduling Properties

  52. Classic: Create a Treatment Package Product Listing

  53. Classic: Create Intake Form Types

  54. Classic: Create New Intake Form Layout

  55. Classic: Create receipts/Superbills from Contacts

  56. Classic: Create Services

  57. Classic: Create SOAP Note Types

  58. Classic: Create/Edit List View

  59. Classic: Creating Accounts

  60. Classic: Creating an Appointment

  61. Classic: Creating Email Templates

  62. Classic: Creating Invoices in QuickBooks Online

  63. Classic: Creating Locations

  64. Classic: Creating new fields and adding to layouts

  65. Classic: Creating new Intake Form fields and adding to layouts

  66. Classic: Creating New Patient Contact Record

  67. Classic: Creating receipts/Superbills from SOAP Notes

  68. Classic: Creating Recurring Appointments

  69. Classic: Creating Reports

  70. Classic: Creating Rooms

  71. Classic: Creating Users

  72. Classic: Customize Availability Time Slots

  73. Classic: Customize Credit Card Explanation/Confirmation Message

  74. Classic: Customize Intake Form Layout

  75. Classic: Customize SOAP Note Layout

  76. Classic: Customize Tabs

  77. Classic: Customize Text/SMS Reminders

  78. Classic: Data Export

  79. Classic: Deactivate Users

  80. Classic: Disable Chatter

  81. Classic: Disable Email Reminders

  82. Classic: Disable Follow Up Emails

  83. Classic: Disable Google Calendar Sync

  84. Classic: Disable Patient Satisfaction Survey Emails

  85. Classic: Disable QuickBooks Online Integration

  86. Classic: Disable Social Integration

  87. Classic: Disable Text/SMS Reminders

  88. Classic: Disable Verification Code

  89. Classic: Disabling Birthday Emails

  90. Classic: Discount products

  91. Classic: Discounting treatments

  92. Classic: Download Email Logs

  93. Classic: Edit Calendar Config

  94. Classic: Edit Service - Visible to Customers Online

  95. Classic: Edit Service Color

  96. Classic: Edit Service Duration

  97. Classic: Edit Treatment Code Pricing

  98. Classic: Editing Locations

  99. Classic: Enable Areas of Pain for Intake Forms

  100. Classic: Enable Google Calendar Syncing

  101. Classic: Enable Intake Forms

  102. Classic: Enable Intake Forms with ZocDoc

  103. Classic: Enable Patient Email Settings

  104. Classic: Enable Patient Intake App for iPad/Android Tablets

  105. Classic: Enable Patient Reactivation Emails

  106. Classic: Enable Patient Satisfaction Surveys

  107. Classic: Enable Print Paper Intake Form

  108. Classic: Enable Testimonials on Facebook

  109. Classic: Enabling Birthday Emails

  110. Classic: Enabling Credit Card Payments with Stripe

  111. Classic: Enabling Email Reminders

  112. Classic: Enabling Follow Up Emails

  113. Classic: Enabling Text/SMS Patient Reminders

  114. Classic: Enroll with Insurance

  115. Classic: Enter Insurance Claim

  116. Classic: Exporting Report Data

  117. Classic: First Available Appointment Buffer Time

  118. Classic: Google Calendar Sync - Using Non Primary Calendar

  119. Classic: Grant Account Login Access

  120. Classic: HIPAA Logging & Auditing

  121. Classic: Import ICD-10 Codes

  122. Classic: Import Patient Information from Other Systems

  123. Classic: Import Products

  124. Classic: Import QuickBooks Online Inventory

  125. Classic: Installing MailChimp App Integration

  126. Classic: Inventory Threshold and Emails

  127. Classic: List CPT Codes

  128. Classic: List Diagnosis Codes

  129. Classic: List Enrollments

  130. Classic: Lock/Unlock Master Lists

  131. Classic: Managing Business Hours for Online Scheduling Widget

  132. Classic: Managing Organization NPI

  133. Classic: Managing Provider NPI

  134. Classic: Manually Send Intake Forms

  135. Classic: Manually Sending Suveys

  136. Classic: Mass Email Contacts

  137. Classic: Merge Contact Records

  138. Classic: Print Blank Paper Intake Form

  139. Classic: Print multiple SOAP Notes

  140. Classic: Printing Filled Out Intake Forms

  141. Classic: Printing multiple receipts/Superbills

  142. Classic: Printing receipt/Superbill

  143. Classic: Printing SOAP Notes

  144. Classic: Product Sales Tax

  145. Classic: Re-Send Intake Form Email

  146. Classic: Recording ERA (Electronic Remittance Advice)

  147. Classic: Recording payment

  148. Classic: Recovering Deleted Items From Recycle Bin

  149. Classic: Relax IP Restrictions for Calendar by Jasmine

  150. Classic: Relax IP Restrictions for Patient Intake by Jasmine

  151. Classic: Relax IP Restrictions for Transcribe by Jasmine

  152. Classic: Request Email Log Files

  153. Classic: Running Reports

  154. Classic: Save receipt/Superbill as PDF

  155. Classic: Scheduling Report Email

  156. Classic: Segmentation & MailChimp

  157. Classic: Selling a Treatment Package

  158. Classic: Send Classic Intake Email

  159. Classic: Send Email to Contact

  160. Classic: Sending and Replying to Patient Messages

  161. Classic: Sending Patient Email Reminders

  162. Classic: Set Default Calendar View for User

  163. Classic: Set Practitioner's Business Hours by Service

  164. Classic: Set Special Equipment for Service

  165. Classic: Set User as Practitioner

  166. Classic: Setting Account Alert on Contact

  167. Classic: Setting Company Primary Contact

  168. Classic: Setting Password Policies

  169. Classic: Setting TimeZone

  170. Classic: Setting Trusted IP Access

  171. Classic: Sharing Contacts

  172. Classic: SOAP Note History Tracking

  173. Classic: Specify Multiple Rooms for Scheduling Widget

  174. Classic: Update Card for Buy Jasmine

  175. Classic: Update logo

  176. Classic: Use Clinic Logo For App

  177. Classic: Use Organization-Wide Email Address

  178. Classic: User Information

  179. Classic: Using Account Credit for Payment

  180. Classic: View Insurance Claim Payment Report

  181. Clear Browser Cache

  182. Customize Book Now Button Image

  183. Disable Patient Reactivation Emails

  184. Disconnect QuickBooks Online from Jasmine

  185. Download Calendar by Jasmine

  186. Enable HSA/FSA card processing in Stripe

  187. Enable Stripe Receipts

  188. Jasmine Quick Start

  189. Lightning: Add Signature Forms to Intake Forms

  190. Lightning: Add Welcome statement to Intake Forms

  191. Lightning: Adding Employment Status Values

  192. Lightning: Adding Modifiers to CPT Codes

  193. Lightning: Adding New CPT Codes

  194. Lightning: Adding New ICD-10 Codes

  195. Lightning: Adding Product Types

  196. Lightning: Adding Products

  197. Lightning: Assign Enrollment to Patient Contact

  198. Lightning: Assigning Location to Services

  199. Lightning: Attach Calendar Invite (ICS) To Email

  200. Lightning: Attach files to patient records

  201. Lightning: Blocking Time on Calendar

  202. Lightning: Buy Jasmine

  203. Lightning: Calendar Slot Duration

  204. Lightning: Change Session Timeout

  205. Lightning: Changing Appointment Color

  206. Lightning: Check Insurance Claim Status

  207. Lightning: Check Patient's Insurance Coverage

  208. Lightning: Company Information

  209. Lightning: Configure Internal Clinic Calendar Start/End of Day

  210. Lightning: Configuring Email Reminders

  211. Lightning: Configuring Locations, Services, Practitioners, & Business Hours

  212. Lightning: Create Intake Form Types

  213. Lightning: Create New Intake Form Layout

  214. Lightning: Create Services

  215. Lightning: Create/Edit List View

  216. Lightning: Creating Accounts

  217. Lightning: Creating an Appointment

  218. Lightning: Creating Locations

  219. Lightning: Creating new Intake Form fields and adding to layouts

  220. Lightning: Creating New Patient Contact Record

  221. Lightning: Creating Recurring Appointments

  222. Lightning: Creating Rooms

  223. Lightning: Creating Users

  224. Lightning: Customize Intake Form Layout

  225. Lightning: Customize Tabs

  226. Lightning: Customize Text/SMS Reminders

  227. Lightning: Data Export

  228. Lightning: Deactivate Users

  229. Lightning: Disable Chatter

  230. Lightning: Disable Email Reminders

  231. Lightning: Disable Follow Up Emails

  232. Lightning: Disable Patient Reactivation Emails

  233. Lightning: Disable Verification Code

  234. Lightning: Disabling Birthday Emails

  235. Lightning: Download Email Log Files

  236. Lightning: Edit Service - Visible to Customers Online

  237. Lightning: Edit Service Color

  238. Lightning: Edit Service Duration

  239. Lightning: Edit Treatment Code Pricing

  240. Lightning: Editing Locations

  241. Lightning: Enable Intake Forms

  242. Lightning: Enable Patient Reactivation Emails

  243. Lightning: Enabling Birthday Emails

  244. Lightning: Enabling Credit Card Payments with Stripe

  245. Lightning: Enabling Email Reminders

  246. Lightning: Enabling Follow Up Emails

  247. Lightning: Enabling Text/SMS Patient Reminders

  248. Lightning: Enroll with Insurance

  249. Lightning: Enter Insurance Claim

  250. Lightning: Grant Account Login Access

  251. Lightning: HIPAA Logging & Auditing

  252. Lightning: Import Patient Information from Other Systems

  253. Lightning: Import Products

  254. Lightning: Inventory Threshold and Emails

  255. Lightning: List CPT Codes

  256. Lightning: List Diagnosis Codes

  257. Lightning: List Enrollments

  258. Lightning: Lock/Unlock Master Lists

  259. Lightning: Managing Organization NPI

  260. Lightning: Managing Provider NPI

  261. Lightning: Manually Send Intake Forms

  262. Lightning: Mass Email Contacts

  263. Lightning: Merge Contact Records

  264. Lightning: Print Blank Paper Intake Form

  265. Lightning: Printing Filled Out Intake Forms

  266. Lightning: Product Sales Tax

  267. Lightning: Recording ERA (Electronic Remittance Advice)

  268. Lightning: Recovering Deleted Items From Recycle Bin

  269. Lightning: Relax IP Restrictions for Calendar by Jasmine

  270. Lightning: Request Email Log Files

  271. Lightning: Send Email to Contact

  272. Lightning: Sending and Replying to Patient Messages

  273. Lightning: Set Default Calendar View for User

  274. Lightning: Set Special Equipment for Service

  275. Lightning: Set User as Practitioner

  276. Lightning: Setting Account Alert on Contact

  277. Lightning: Setting Company Primary Contact

  278. Lightning: Setting Password Policies

  279. Lightning: Setting Time Zone

  280. Lightning: Setting Trusted IP Access

  281. Lightning: Update Card for Buy Jasmine

  282. Lightning: Use Organization-Wide Email Address

  283. Lightning: User Information

  284. Lightning: View Insurance Claim Payment Report

  285. QuickBooks Online Integration Setup

  286. Refund Payment

  287. Sending and Replying to Clinic Messages

  288. Sync iPhone calendar with Google Calendar

  289. Update Credit Card in Stripe

  290. View Clinic Contact

  291. View Schedule

Feedback and Knowledge Base

(thinking…)