Reports: Why am I getting an error when creating a report?
When you're creating a report that has a lot of data over a long period of time you may get an error because of the volume of data. Try creating your reports for a shorter time frame.
How to add or edit Tariffs
1. We suggest not creating your own tariffs as the system can update tariffs. The tariff has to be exactly as the provincial billers requests. If you do not see a tariff you need on the system, please contact customer support with the details of the tariff.
Edit & Delete
Hover over the entry & select edit or delete.
What are the steps to set up products & services, departments & categories?
This section should be set up in the following sequence.
1. Product Departments
2. Product Categories
3. Products & Services
1. Go to Settings>Product Departments>New Department.
2. Enter the name of the department for example ‘Products’ then “Save”.
1. Go to Settings>Product Categories>New Category.
2. Name field: Type a category name for example ‘Orthotics’.
3. Department: Select “Products” from the drop-down menu. This is the department you previously created under Product Departments then select “Save”.
Products & Service
1. Go to Settings>Products & Services>New Item.
2. Department: Select “Products”.
3. Category: Select “Orthotics”.
4. Name: Example: Custom Orthotics.
5. Retail: Enter the retail dollar amount of the orthotics.
6. Select: “Apply” or “Save”.
Checking out a patient without paying the invoice
You may want to checkout a patient leaving their invoice as a receivable to pay later.
a. When you get to the “Appointments: Checkout” page check the information is correct then select “Checkout”. The “Receive Payment” page will open.
b. Select “Cancel”. This will create an invoice leaving a receivable balance. You can go back and pay the invoice using one of the methods below.
How do I pay an invoice created in the past?
a. To locate an invoice go to the patients profile, History>Invoice tab.
b. Click the blue icon to the left of the invoice you want to pay and click "Pay Invoice". The "Receive Payment" pop up will open.
c. Complete the transaction.
Note: You can also go to Accounting>Invoice Search and search by patient name or invoice #.
How to grant chart access to view other practitioners charts
To allow practitioners to view charts created by other practitioners follow these steps.
a. Open the practitioner profile.
b. Select Practitioner Access.
c. Under the Individual Group or Primary Group Access sections select Add Practitioner or Add Group. Most clinics have a staff group set up for example called Physiotherapists this allows you to add the entire group of practitioners rather than having to select each practitioner name under the Individual Access section.
d. From the pop up window you can select the check box to Access Charts and Access Schedules. Select the Access Charts box.
e. Click Add.
Why am I getting an error while trying to view an invoice?
If you have uploaded the wrong file type under "Signature" in a practitioners profile you will see an error when trying to view invoices. The signature can be found on the practitioners profile under the "Preferences" link.
How do I delete an invoice?
a. Open the patients profile, History tab.
b. From the "Detailed Billing Page" click the blue icon to the left of the item and select "View Payments & Adjustments".
c. Click the blue icon to the left of the item and select "Delete".
How can I see patients upcoming appointments?
There are several places you can view upcoming appointments.
a. Click the patients appointment block on the schedule and select "Upcoming Appointments" from the drop down menu.
b. Upcoming appointments are printed at the bottom of the patient invoices.
c. You can also go to "Reports" and select "Patient Appointments".
d. From the Patient Look up located down the right side of the Home Schedule page, enter the patients name, scroll down and select Upcoming Appointments. You will also be able to print the list form the popup.
How can I quickly reschedule an appointment?
Click the appointment block of an existing patients appointment and select Reschedule.
Drag and drop the appointment across a day, 4 day or week view. You can also use this method to reschedule to another practitioner.
How to create patient labels
a. Go the Patients tab and select Advanced Search. Select the Search criteria then select "Search". At the bottom of the page you will get a list of results.
b. You will see a Print Labels icon appear in the middle right side of the page.
c. Select the print icon. A list of labels will appear that can be printed. You must use the same # of labels per sheet as what appears (30 labels per sheet).
d. You can export it to a spreadsheet and make changes if necessary or print a sample copy. You may want to print it to ensure it fits properly on the labels your using.
You can use a small single label printer such as the Dymo labelwriter for these options.
a. On the Patient Tab.
b. Search for the Patient Name.
c. Click the icon to the left of the item and select Generate Label.
Go to Reports, Generate Labels where you can create individual labels using a label printer.
What browser should I use on all my devices?
Juvonno can be used with any browser however to optimize the display of forms, templates, documents, spread sheets, reports, icons and images we suggest using Mozilla Firefox or Google Chrome.
If you are using a Mac we also suggest these browsers.
Make sure your browsers are always updated and restart your computer regularly.