Clinic Settings and Management

How do I manage practitioner SOAP notes?

**"How do I manage practitioner SOAP Notes?"** From time to time, you may wish to obtain a copy of the SOAP Notes over a specified period of time for yourself or a specific practitioner. Here's how this can be done. Navigate to Website Control >> Record MGMT Click on the “PRINT SOAP NOTES” tab. From here, you can select the date range of notes you wish to obtain. You may set the practitioner filter to All practitioners, or select a single practitioner from the practitioner ...

How do I manage my patient SOAP Notes?

**"How do I manage my patient SOAP Notes?"** The Client SOAP Note tool allows you to document and monitor client treatment activities and progress. Notes can be recorded on each session and then reviewed before the next session. Saved SOAP notes can be reviewed, modified, or deleted from the SOAP history page. Here's how to use the SOAP history page. Navigate to Patient >>> Records From the SOAP history tab, you can search your patient’s notes by selecting a date range and/or pr...

How do I create patient SOAP Notes?

**"How do I create patient SOAP Notes?"** The Client SOAP Note tool allows you to document and monitor client treatment activities and progress. Notes can be recorded on each session and then reviewed before the next session. The tool provides a drop down list of recent client appointments, check boxes for pressure used, techniques, areas treated, four independent text boxes, one for each documentation (Subjective observations, Objective observations, Assessment and Plan) and a copy function ...

How to enable and disable SMS / Text messaging for a patient

**How to enable and disable SMS /Text messaging for a patient** Note: All SMS are sent from a generic SMS number, which may change from time to time for fallback or redundancy purposes. For the convenience of your patients, automatic system messages such as appointment confirmations and reminders can also be sent by SMS / Text, delivering a short text message to the cell phone number in your patient’s profile. To receive these messages, patients must first have the function enabled on their ...

How to enable and disable the SMS / Text messaging function on your site

**How to enable and disable the SMS / Text messaging function on your site** Note: All SMS / Text are sent from a generic SMS number, which may change from time to time for fallback or redundancy purposes. For the convenience of your clients, automatic system messages such as e-mail confirmations and reminders can also be sent by SMS / Text, delivering a short text message to the cell phone number in your client’s profile. To take advantage of this function, you must first enable SMS / Text ...

System Orientation - Video

"SYSTEM ORIENTATION" We know that some people like to read while others would prefer to learn by watching. With this in mind, click here to view the document of this tutorial. (https://mindzplay.ladesk.com/768702-System-Orientation)

System Orientation

"SYSTEM ORIENTATION" Welcome to Your New System! We hope that you are enjoying your experience with your new system and have already had a chance to explore some of the controls for your website. This is the first in a series of short tutorials that are intended to help you get your practice up and running. Do not be intimidated, the system was designed to be easy to use regardless of your technical abilities. You don't have to be a computer wiz to make the most out of your experience, so r...

Working with Client Profiles

To review the previous tutorial in this series,_ click here. (https://mindzplay.ladesk.com/958868-Working-With-Clinic-Settings)_ To to back to the start of this series, click here. (https://mindzplay.ladesk.com/768702-System-Orientation) "WORKING WITH CLIENT PROFILES" Welcome to the third tutorial in our “Getting Started” series. In this tutorial, you will learn all about Client Profiles. The Client Section provides you with easy to use tools that are designed to assist with the day...

Working With Clinic Settings

To review the previous tutorial in this series, click here. (https://mindzplay.ladesk.com/768702-System-Orientation) "WORKING WITH CLINIC SETTINGS" Welcome to the second tutorial in our “Getting Started” series. In this tutorial you will learn about Clinic Settings. The Clinic Settings Section is a collection of information about the general operations of your practice. Once entered, this information will automatically be used to setup your appointment calendar and other clinic specif...

Setting up your Appointment Calendar?

This tutorial will cover the process of setting up your clinic's appointment book for the first time. Navigate to Website Control >>> Clinic Settings. Click on the Hours tab . Use the Drop-Down menus on this page to set the regular hours of operation for your clinic. _Note:_ You can set aside time for things like breaks, personal appointments or vacation time from other areas of the website, which will be covered later in this tutorial. _Note:_ If you are using our clinic ...

Setting the Clinic Number for a new location.

Setting the Clinic Number for a new location. The Mutli Location module is an optional upgrade for users of our Clinic Edition. If you would like to add multiple location functionality to your practice, please call us at 1 (888) 373-6996 If you are using our third party billing module, you can add clinic numbers for each of your locations. To update add a clinic number for a new location, first check that your location view is set to the appropriate clinic. Select the appropriate location fr...

Setting Buffer Time Between Appointments?

This tutorial is a part of Editing User Accounts, please click here (https://mindzplay.ladesk.com/303862-How-to-Edit-User-Accounts) if you would like to start at the beginning." Setting Buffer Time Between Appointments To give yourself time to prepare between each appointment, you can set a buffer time that will be added automatically at the time of booking to the end of your appointment. The buffer time on previously booked appointments will not change when you alter this setting. ...

Managing your User Account Options?

This tutorial is a part of Editing User Accounts, please click here (https://mindzplay.ladesk.com/303862-How-to-Edit-User-Accounts) if you would like to start at the beginning." Managing your User Account Options _Note:_ Administrative settings are only important for those using our CLINIC EDITION, and those of you on our SOLO EDITION can ignore this portion. Admin Settings: List on: Check this box to choose whether a given therapist appears on your private calendar. Show on Appoint...

Managing your Therapist Profile?

This tutorial is a part of Editing User Accounts, please click here (https://mindzplay.ladesk.com/303862-How-to-Edit-User-Accounts) if you would like to start at the beginning." Managing your Therapist profile The first page you will see is the Profile Tab, where you can specify information about yourself. You can click on the Edit button to make changes. Here is some information on what each field is for: USERNAME: Your user name is used to log into the private administration area o...

Managing your Professional Information?

This tutorial is a part of Editing User Accounts, please click here (https://mindzplay.ladesk.com/303862-How-to-Edit-User-Accounts) if you would like to start at the beginning." Managing your Professional Information Many clients require Registration or Tax Numbers on their invoices, especially if they are billing to an insurance company or employee benefit program. You can make sure these numbers are available on all of your invoices. Once entered, your Registration Number, Tax Numb...

Managing Individual Therapist Hours?

This tutorial is a part of Editing User Accounts, please click here (https://mindzplay.ladesk.com/303862-How-to-Edit-User-Accounts) if you would like to start at the beginning." Specify the hours for the therapist whose user account you are editing In the system's Clinic Edition, each therapist can have their own unique hours and appointment calendar. This area allows you to specify the hours for the therapist whose user account you are editing. Lock hours with Clinic: checked, you...

How to set my default appointment display?

3 different ways that you can view your appointment information They are... - A "Clinic-wide" view of appointment activity. This display will show day by day appointment information for all therapists in the clinic. Each therapist has a dedicated column on the display where their appointments are displayed. For clarity, each therapist column is color-coded. In addition, this display gives you direct access to view appointment notes. - This display is ideal for viewing more then one therapists...

How to enable Invoice Pre-Loading

How to enable Invoice Pre-Loading. When enabled, invoice pre-loading is an option that will automatically create an editable invoice from a client's previous treatment and payment method. To enable invoice pre-loading, follow these steps: Go to Website Control >> Clinic settings Go to the Options tab. click on the edit button Check the box beside "Enable Double Bookings" Now, when you go to create an invoice for a client, the system will pre-populate an invoice based on the d...

How to enable Double Booking.

How to enable Double Booking. Double booking, when enabled, allows you to choose to bypass conflicts when booking. For example, you can choose to ignore a "buffer time" between appointments, or even double-book client visit times. To enable double booking, follow these steps: Go to Website Control >> Clinic settings Go to the Options tab. click on the edit button Check the box beside "Enable Double Bookings" Now, when you go to book an appointment, if there is a conflict you c...

How to Define Clinic Hours of Operation?

"How do I set the clinic's hours of operation for use in my appointment calendar?" The clinic's hours of operation are used in your site's public and private appointment calendars. Each therapist's appointment calendar will default to the clinic's hours, the available hours can be fine tuned on a therapists by therapist basis in the "User Setting" section of the administration area. The clinic's hours of operation are set by... Navigate to Website Control >>> Clinic Settings Click...

How to Create a Treatment SOAP Note?

"How do I create and manage my patient SOAP Notes?" The Client SOAP Note tool allows you to document and monitor client treatment activities and progress. Notes can be recorded on each session and then reviewed before the next session. The tool provides a drop down list of recent client appointments, check boxes for techniques and areas treated, as well as 4 independent text boxes, one for each documentation (Subjective observations, Objective observations, Assessment and Plan). Here's how SOA...

How to change the Time Zone of your Appointment Book

For proper display of date and time on the calendar, it is important to have the software configured to the correct time zone. To change your timezone, follow these steps: Go to Website Control > Clinic Settings Click on the “Options” tab. Next, click on the “Edit” button Scroll down to “Site Options” and select the appropriate Time Zone from the Time Zone list. Scroll up and click on “Save”

How to Add Specialty Services to a Therapist's Calendar

"Can I assign services to individual therapists without them showing up on all of the other therapist's calendars?" Specialty services that are unique to an individual therapist can be added to the therapist's user account. Once entered, these specialty services will only be applied to that therapist's appointment calendars. This allows you customize each therapist's calendar if required. Therapist specialty services are added by... 1. Navigate to Website Control >>> User Settings 2...

How to Add Patients to the Patient Profile List?

"How do I create a new Patient profile?" Patient profiles are used to store and maintain comprehensive client data including: contact information, date of birth, occupation, gender, etc. In addition, the patient profile will track whether or not a patient has signed a service consent form. To create a patient in your practice database... Navigate to Patient >>> Profiles Click the Add New button . On the resulting page complete the relevant fields of the patient information for...

How to Add Clinic Services to the Appointment Calendar?

"How do I set the clinic's service offerings for use in my appointment calendar?" Clinic services are used in your site's public and private appointment calendars as well as in the billing section of your site. Services set in this section will be added to each therapist's appointment calendar as defined in each service entry. Here's how it works. Navigate to Website Control >>> Clinic Settings Click the Services tab On the resulting page complete the appropriate fields to defi...

How to activate therapist appointment schedule emails?

How do I get the system to send me email of my confirmed appointment schedule? You can have the system automatically send each therapist a daily/weekly email with their confirmed appointment schedule. Each message will contain the therapist's client appointments for the next 7 working days. Here's how to activate the email delivery... Navigate to Website Control >>> User Accounts On the resulting page click the Edit icon beside the therapist's account that you want the email activa...

How to activate an appointment book:

Occasionally, you may wish to present your therapists to your clients on separate calendars, or offer your clients an alternative style of online calendar. To activate a new or alternate calendar, follow these steps: First, go to Website Control > My Pages and click on 'Add New' Next, select your choice of calendar. "Book an Appointment" allows clients to search for openings near their target date and time without revealing your schedule, whereas "Appointment Book" will allow clients to...

How do I add new classes to my website?

The Classes Tool is an optional "Add-on" module to the Solo and Clinic Massage manEdger subscriptions. To have Classes enabled for your website, please call our sales team at 1(888)373-6996 On your systems website, you are able to add classes, as well as individual sessions. This tutorial will explain how to add classes to your website. To add a class to your website.... Navigate to Website Control >>> My Pages Click the Add New button in the middle of the right side of the p...

Editing an additional multi-location

Editing a Location: The Mutli Location module is an optional upgrade for users of our Clinic Edition. If you would like to add multiple location functionality to your practice, please call us at 1 (888) 373-6996 After upgrading to Multi Location, you may need to update your location information from time to time. To do this, log into your private administration area and navigate to Website Control >> Clinic Settings. Click on the name of the location you want to edit if it is not alread...

How to Create New User Accounts

This tutorial is a part of Editing User Accounts, please click here (https://mindzplay.ladesk.com/303862-How-to-Edit-User-Accounts) if you would like to start at the beginning. Creating New User Accounts The Clinic Edition of your system allows you to create individual user accounts for each therapist in your clinic. This will allow them to login and manage their schedule, and, if you choose, perform other functions as well. To create a new user account..... Navigate Website Control >>...

How to Edit User Accounts

Editing User Accounts! The User Accounts area of the system provides a variety of important settings that allow you further customize your experience with the product. To customize these settings.... Navigate to Website Control >>> User Accounts _Note:_ Only our CLINIC EDITION supports multiple therapists, but if you are using the SOLO EDITION, you will see your own account, and an administrator account. You should only make changes to your own named account. Click on the edit...

Adding a New Clinic Location

Adding a New Clinic Location: The Multi Location module is an optional upgrade for users of our Clinic Edition. If you would like to add multiple location functionality to your practice, please call us at 1 (888) 373-6996 After upgrading to Multi Location, you will need to add your new location(s) and their address information. To do this, log into your private administration area and navigate to Website Control >>> Clinic Settings. Your first location will be created from the addre...

Changing the default location for a therapist:

Changing the default location for a therapist: The Mutli Location module is an optional upgrade for users of our Clinic Edition. If you would like to add multiple location functionality to your practice, please call us at 1 (888) 373-6996 By default, any therapists in your clinic prior to the upgrade will be assigned to the default location created from your original practice address. To do this, log into your private administration area and navigate to Website Control >> User Accounts. ...