Skip to content

All articles

← Knowledge Base

  1. Book Now Widget for Wix

  2. Booking Appointments

  3. Classic: Accepting Credit Card for Booking

  4. Classic: Add Confirm/Cancel/Reschedule Links to Email Templates

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

  6. Classic: Add logo

  7. Classic: Add Patient Picture

  8. Classic: Add Payment Method

  9. Classic: Add Signature Forms to Intake Forms

  10. Classic: Add Welcome Text to Intake Form

  11. Classic: Adding Additional Points

  12. Classic: Adding Calendar+ to Salesforce1 Mobile App

  13. Classic: Adding Contact Profile Picture

  14. Classic: Adding CPT Code to SOAP Note

  15. Classic: Adding Employment Status Values

  16. Classic: Adding Logo to Letterhead

  17. Classic: Adding Modifiers to CPT Codes

  18. Classic: Adding New CPT Codes

  19. Classic: Adding New ICD-10 Codes

  20. Classic: Adding Product Types

  21. Classic: Adding Products

  22. Classic: Assign Business Hours to Practitioners

  23. Classic: Assign Enrollment to Patient Contact

  24. Classic: Assigning Location to Receipts

  25. Classic: Assigning Location to Services

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

  27. Classic: Attach files to patient records

  28. Classic: Attach privacy statements & initial intake

  29. Classic: Authorize Online Access

  30. Classic: Authorize QuickBooks Online Access

  31. Classic: Blocking Time on Calendar

  32. Classic: Book Now for SquareSpace

  33. Classic: Book Now Widget for HTML Website

  34. Classic: Book Now Widget for Weebly

  35. Classic: Book Now Widget for Wordpress

  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: Combine Contacts Under Household Account

  45. Classic: Community Acupuncture Scheduling

  46. Classic: Company Information

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

  48. Classic: Configuring Email Reminders

  49. Classic: Configuring Email Templates

  50. Classic: Configuring Letterheads

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

  52. Classic: Configuring Patient Scheduling Properties

  53. Classic: Create a Treatment Package Product Listing

  54. Classic: Create Intake Form Types

  55. Classic: Create New Intake Form Layout

  56. Classic: Create receipts/Superbills from Contacts

  57. Classic: Create Services

  58. Classic: Create SOAP Note Types

  59. Classic: Create/Edit List View

  60. Classic: Creating Accounts

  61. Classic: Creating an Appointment

  62. Classic: Creating Email Templates

  63. Classic: Creating Invoices in QuickBooks Online

  64. Classic: Creating Locations

  65. Classic: Creating new fields and adding to layouts

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

  67. Classic: Creating New Patient Contact Record

  68. Classic: Creating receipts/Superbills from SOAP Notes

  69. Classic: Creating Recurring Appointments

  70. Classic: Creating Reports

  71. Classic: Creating Rooms

  72. Classic: Creating Users

  73. Classic: Customize Availability Time Slots

  74. Classic: Customize Credit Card Explanation/Confirmation Message

  75. Classic: Customize Intake Form Layout

  76. Classic: Customize SOAP Note Layout

  77. Classic: Customize Tabs

  78. Classic: Customize Text/SMS Reminders

  79. Classic: Data Export

  80. Classic: Deactivate Users

  81. Classic: Disable Chatter

  82. Classic: Disable Email Reminders

  83. Classic: Disable Follow Up Emails

  84. Classic: Disable Google Calendar Sync

  85. Classic: Disable Patient Satisfaction Survey Emails

  86. Classic: Disable QuickBooks Online Integration

  87. Classic: Disable Social Integration

  88. Classic: Disable Text/SMS Reminders

  89. Classic: Disable Verification Code

  90. Classic: Disabling Birthday Emails

  91. Classic: Discount products

  92. Classic: Discounting treatments

  93. Classic: Download Email Logs

  94. Classic: Edit Calendar Config

  95. Classic: Edit Service - Visible to Customers Online

  96. Classic: Edit Service Color

  97. Classic: Edit Service Duration

  98. Classic: Edit Service Practitioners

  99. Classic: Edit Service Status

  100. Classic: Edit Treatment Code Pricing

  101. Classic: Editing Locations

  102. Classic: Enable Areas of Pain for Intake Forms

  103. Classic: Enable Google Calendar Syncing

  104. Classic: Enable Intake Forms

  105. Classic: Enable Intake Forms with ZocDoc

  106. Classic: Enable Patient Email Settings

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

  108. Classic: Enable Patient Reactivation Emails

  109. Classic: Enable Patient Satisfaction Surveys

  110. Classic: Enable Print Paper Intake Form

  111. Classic: Enable Send Intake Email Setting

  112. Classic: Enable Testimonials on Facebook

  113. Classic: Enabling Birthday Emails

  114. Classic: Enabling Credit Card Payments with Stripe

  115. Classic: Enabling Email Reminders

  116. Classic: Enabling Follow Up Emails

  117. Classic: Enabling Text/SMS Patient Reminders

  118. Classic: Enroll with Insurance

  119. Classic: Enter Insurance Claim

  120. Classic: Exporting Report Data

  121. Classic: First Available Appointment Buffer Time

  122. Classic: Get Booking Site URL

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

  124. Classic: Grant Account Login Access

  125. Classic: HIPAA Logging & Auditing

  126. Classic: Import ICD-10 Codes

  127. Classic: Import Patient Information from Other Systems

  128. Classic: Import Products

  129. Classic: Import QuickBooks Online Inventory

  130. Classic: Installing MailChimp App Integration

  131. Classic: Inventory Threshold and Emails

  132. Classic: List CPT Codes

  133. Classic: List Diagnosis Codes

  134. Classic: List Enrollments

  135. Classic: Lock/Unlock Master Lists

  136. Classic: Managing Business Hours for Online Scheduling Widget

  137. Classic: Managing Organization NPI

  138. Classic: Managing Provider NPI

  139. Classic: Manually Send Intake Forms

  140. Classic: Manually Sending Suveys

  141. Classic: Mass Email Contacts

  142. Classic: Merge Contact Records

  143. Classic: Print Blank Paper Intake Form

  144. Classic: Print multiple SOAP Notes

  145. Classic: Printing Filled Out Intake Forms

  146. Classic: Printing multiple receipts/Superbills

  147. Classic: Printing receipt/Superbill

  148. Classic: Printing SOAP Notes

  149. Classic: Product Sales Tax

  150. Classic: Re-Send Intake Form Email

  151. Classic: Recording ERA (Electronic Remittance Advice)

  152. Classic: Recording payment

  153. Classic: Recovering Deleted Items From Recycle Bin

  154. Classic: Relax IP Restrictions for Calendar by Jasmine

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

  156. Classic: Relax IP Restrictions for Transcribe by Jasmine

  157. Classic: Request Email Log Files

  158. Classic: Running Reports

  159. Classic: Save receipt/Superbill as PDF

  160. Classic: Scheduling Report Email

  161. Classic: Segmentation & MailChimp

  162. Classic: Selling a Treatment Package

  163. Classic: Send Classic Intake Email

  164. Classic: Send Email to Contact

  165. Classic: Sending and Replying to Patient Messages

  166. Classic: Sending Patient Email Reminders

  167. Classic: Set Default Calendar View for User

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

  169. Classic: Set Special Equipment for Service

  170. Classic: Set User as Practitioner

  171. Classic: Setting Account Alert on Contact

  172. Classic: Setting Company Primary Contact

  173. Classic: Setting Online Booking Company Info

  174. Classic: Setting Password Policies

  175. Classic: Setting TimeZone

  176. Classic: Setting Trusted IP Access

  177. Classic: Setup Booking Site

  178. Classic: Sharing Contacts

  179. Classic: SOAP Note History Tracking

  180. Classic: Specify Multiple Rooms for Scheduling Widget

  181. Classic: Update Card for Buy Jasmine

  182. Classic: Update logo

  183. Classic: Use Clinic Logo For App

  184. Classic: Use Organization-Wide Email Address

  185. Classic: User Information

  186. Classic: Using Account Credit for Payment

  187. Classic: View Insurance Claim Payment Report

  188. Clear Browser Cache

  189. Customize Book Now Button Image

  190. Disable Patient Reactivation Emails

  191. Disconnect QuickBooks Online from Jasmine

  192. Download Calendar by Jasmine

  193. Enable HSA/FSA card processing in Stripe

  194. Enable Javascript

  195. Enable Stripe Receipts

  196. Jasmine Quick Start

  197. Lightning: Add Confirm/Cancel/Reschedule Links to Email Templates

  198. Lightning: Add Custom Signed Forms

  199. Lightning: Add Signature Forms to Intake Forms

  200. Lightning: Add Welcome statement to Intake Forms

  201. Lightning: Adding Employment Status Values

  202. Lightning: Adding Modifiers to CPT Codes

  203. Lightning: Adding New CPT Codes

  204. Lightning: Adding New ICD-10 Codes

  205. Lightning: Adding Product Types

  206. Lightning: Adding Products

  207. Lightning: Assign Enrollment to Patient Contact

  208. Lightning: Assigning Location to Services

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

  210. Lightning: Attach files to patient records

  211. Lightning: Blocking Time on Calendar

  212. Lightning: Book Now Widget for Website

  213. Lightning: Buy Jasmine

  214. Lightning: Calendar Slot Duration

  215. Lightning: Change Session Timeout

  216. Lightning: Changing Appointment Color

  217. Lightning: Changing the price of a treatment for one patient on Receipt/Superbill

  218. Lightning: Check Insurance Claim Status

  219. Lightning: Check Patient's Insurance Coverage

  220. Lightning: Company Information

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

  222. Lightning: Configuring Email Reminders

  223. Lightning: Configuring Email Templates

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

  225. Lightning: Create Intake Form Types

  226. Lightning: Create New Intake Form Layout

  227. Lightning: Create receipts/Superbills from Contacts

  228. Lightning: Create Services

  229. Lightning: Create/Edit List View

  230. Lightning: Creating Accounts

  231. Lightning: Creating an Appointment

  232. Lightning: Creating Locations

  233. Lightning: Creating new fields and adding to layouts

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

  235. Lightning: Creating New Patient Contact Record

  236. Lightning: Creating receipts/Superbills from SOAP Notes

  237. Lightning: Creating Recurring Appointments

  238. Lightning: Creating Rooms

  239. Lightning: Creating Users

  240. Lightning: Customize Intake Form Layout

  241. Lightning: Customize Online Booking Policy Text

  242. Lightning: Customize Tabs

  243. Lightning: Customize Text/SMS Default Reply

  244. Lightning: Customize Text/SMS Reminders

  245. Lightning: Data Export

  246. Lightning: Deactivate Users

  247. Lightning: Disable Chatter

  248. Lightning: Disable Email Reminders

  249. Lightning: Disable Follow Up Emails

  250. Lightning: Disable Patient Reactivation Emails

  251. Lightning: Disable Verification Code

  252. Lightning: Disabling Birthday Emails

  253. Lightning: Discounting treatments

  254. Lightning: Download Email Log Files

  255. Lightning: Edit Service - Visible to Customers Online

  256. Lightning: Edit Service Color

  257. Lightning: Edit Service Duration

  258. Lightning: Edit Treatment Code Pricing

  259. Lightning: Editing Locations

  260. Lightning: Enable Intake Forms

  261. Lightning: Enable Patient Reactivation Emails

  262. Lightning: Enabling Birthday Emails

  263. Lightning: Enabling Credit Card Payments with Stripe

  264. Lightning: Enabling Email Reminders

  265. Lightning: Enabling Follow Up Emails

  266. Lightning: Enabling Text/SMS Patient Reminders

  267. Lightning: Enroll with Insurance

  268. Lightning: Enter Insurance Claim

  269. Lightning: Get Booking Site URL

  270. Lightning: Grant Account Login Access

  271. Lightning: HIPAA Logging & Auditing

  272. Lightning: Import Patient Information from Other Systems

  273. Lightning: Import Products

  274. Lightning: Inventory Threshold and Emails

  275. Lightning: List CPT Codes

  276. Lightning: List Diagnosis Codes

  277. Lightning: List Enrollments

  278. Lightning: Lock/Unlock Master Lists

  279. Lightning: Managing Business Hours for Online Scheduling Widget

  280. Lightning: Managing Organization NPI

  281. Lightning: Managing Provider NPI

  282. Lightning: Manually Send Intake Forms

  283. Lightning: Mass Email Contacts

  284. Lightning: Merge Contact Records

  285. Lightning: Print / Download Patient Signed Forms

  286. Lightning: Print Blank Paper Intake Form

  287. Lightning: Printing Filled Out Intake Forms

  288. Lightning: Printing multiple receipts/Superbills

  289. Lightning: Printing receipt/Superbill

  290. Lightning: Product Sales Tax

  291. Lightning: Recording ERA (Electronic Remittance Advice)

  292. Lightning: Recording payment

  293. Lightning: Recovering Deleted Items From Recycle Bin

  294. Lightning: Relax IP Restrictions for Calendar by Jasmine

  295. Lightning: Remove Powered by Salesforce

  296. Lightning: Request Email Log Files

  297. Lightning: Send Email to Contact

  298. Lightning: Sending and Replying to Patient Messages

  299. Lightning: Set Default Calendar View for User

  300. Lightning: Set Special Equipment for Service

  301. Lightning: Set User as Practitioner

  302. Lightning: Setting Account Alert on Contact

  303. Lightning: Setting Company Primary Contact

  304. Lightning: Setting Password Policies

  305. Lightning: Setting Time Zone

  306. Lightning: Setting Trusted IP Access

  307. Lightning: Update Card for Buy Jasmine

  308. Lightning: Use Organization-Wide Email Address

  309. Lightning: User Information

  310. Lightning: View Insurance Claim Payment Report

  311. QuickBooks Online Integration Setup

  312. Refund Payment

  313. Sending and Replying to Clinic Messages

  314. Switch Between Lightning & Classic

  315. Sync iPhone calendar with Google Calendar

  316. Update Credit Card in Stripe

  317. View Clinic Contact

  318. View Schedule

Feedback and Knowledge Base

(thinking…)