The Spinalogic Calling module must be installed on one and only one pc in your office. But which one is the best location? The key determining factor is that Calling will be generating the audible calling messages and playing them through the pc speakers. Those speakers need to be turned up loud enough and be […]
You may be using Spinalogic on a tablet like the Microsoft Surface Pro or Go. By default, these are set to use tablet mode. If you find this more convenient, this is fine. There are a couple of considerations however: Arrivals and Checkout These apps are designed to operate in ‘Kiosk Mode’ so there is […]
At the arrivals and checkout stations, patients need to be accurately identified. There are three supported methods. Each have their pros and cons. Finger scanner Pros: The finger scanner is fast, easy and fun. Patients love it. Big wow-factor on day one. Con: They don’t work for everyone. Depends on you patient demographic, but typically […]
Spinalogic can send html formatted emails. The template editor has a set simple html creation tools, but what if you want to send a fully formatted fancy HTML email? Easy. Use Microsoft Word and edit using the tools you already know how to use. You can do this for a email template or for a […]
If you are using Zero-Touch it is much faster and easier to capture card details using a Magnetic Card Reader (MCR) than by typing card details in. This applies to: Zero-Touch Pay Schedule Pay Membership Checkout With the MCR, you can read a card in literally half a second and be sure you have it […]
Zero-Touch Pay is a way of enabling patients to make pay-as-you-go retail payment for services but without having to stop at the reception or at checkout. You can also use it for taking payments when the patient is not present such as over the phone. Setup You need a payment gateway configured first. Using Zero-Touch […]
The audit log is incredibly valuable as it allows you to see the precise sequence of activities of everything in your practice.With the audit log you will always know what is happening and can easily retrace a user’s steps if something strange happens. You can access the audit log from different places in Spinalogic: 1. Admin/ […]
Getting your Appointment Types set right is the centre of efficient practice flow. Recommendations: Go through each Appointment Type in detail Don’t have more Appointment Types than you need Name them sensibly – start related ones with the same root so they group together e.g. ‘Adjustment – Child’ and ‘Adjustment’ NOT ‘Child Adjustment’ and ‘Adjustment. […]
Here are the technical details on the rules governing when the ZT service processes transactions. The General Rules The ZT Service looks for transactions to process 1 minute after it first starts up and then every minute thereafter, if the previous processing loop is not still processing transactions Any scheduled payments or membership payments are […]
Calling settings determine how patients are called to your adjusting tables. Adjust them to get your perfect Calling flow. Tables: List of your calling destinations. Typically these are only the tables in your Adjustatorium or Adjusting rooms, not exam rooms or other therapy rooms. (See Calling settings for long appointments.) Use the ‘+’ and ‘-‘ […]
The calling system is specifically designed to optimise the efficiency of practitioners who see 6 or more patients per hour. This is normal for Chiropractors, but uncommon for Special Appointments, Massage Appointments and pretty much any other visit. Firstly, we don’t recommend you set your exam room or massage room as a calling destination. Instead, […]
If you use fingerprints to allow easy patient registration, you may wonder just what exactly is stored? When you do an initial scan the fingerprint you see an image on the screen with red registration points. The fingerprint image itself is never stored, only the location and orientation of each of the registration points. These […]
Much of your communication with patients is scripted and with a good set of Email and SMS templates, you can cover some 95% of your messaging needs. Not only is it quicker, you can be sure that you cover all the essential points without missing a thing. What is and Email or SMS Template? The […]
Once you have completed your final data import and are ready to GoLive, there is actually one more step 😉 Each active patient may need you to tweak their settings. Here are the main considerations. At first, you may have a lot of active patients and they don’t all need to be done at once. […]
Welcome to Spinalogic. Here’s how your setup will move forward from here. 1. Progress Documentation and Notification You will receive a link to a shared spreadsheet on Google Docs. This is where we will track the progress of your setup. We call it your ‘Site Setup Spreadsheet’ or SSS. You can access it at any […]
An appointment can have the following statuses: Pending – the appointment is not fulfilled and has not yet fallen due Fulfilled – the patient has attended the appointment and been processed out of the arrival queue Cancelled – the appointment was cancelled by a user cancelled – the appointment was cancelled by the Patient Safety […]
Sometimes you might want to open, say, every second Saturday, or the first Monday of the month. Here are the options for doing this: 1. Create two shift sets and set them for alternating weeks. http://spinalogic.org/support/irregular-hours-setup/ 2. Create the time for every week and then enter some ‘BLOCK OUT’ appointment type that you can apply […]
When a patient arrives and has their adjustment processed, their appointment is automatically fulfilled by Spinalogic. If you have an appointment seeming to not be fulfilled check the following possible causes: The patient has two appointments. The first is fulfilled, the second of course is not. ** This is the most common cause of un-fulfilled […]
A patient can pay more into their account than they have received products and services. This extra credit is held as ‘Pre-Paid Credit’ that you can then use to pay for products or services later. Spinalogic has some useful features to make the management of pre-paid credit easy. Pre-Paid Credit can only be used by […]
It’s easy to send an SMS to a selection of your patients. Go to Admin..Broadcast SMS: You will see this: 1. Select SMS or Email against “Type” 2. Use the field right under “Type” to select the desired template and the “Edit Templates” to either make any changes to the desired template or create […]
It’s easy to send an email to a selection of your patients. Go to Admin..Broadcast Document You will see this: 1. Create your email Enter the subject for your email in the ‘Subject’ field. Enter the email body in the ‘Email’ field. You can use the merge fields shown – wrap them in ~ to […]
Server The firewall rules are installed by the server installer, however if they get lost, this is what is required. SQL Browser: UDP, port 1434, local subnet SQL Server: UDP/TCP, program C:\Program Files\Microsoft SQL Server\MSSQL12.SPINALOGIC\MSSQL\Binn\sqlservr.exe, local subnet DICOM: TCP, port 104, local subnet And here are the scripts that will create each of these: netsh […]
Role-Based Access gives a fine-grained security access control. Changes will affect who can see what in your office including in reports. Please review settings and make sure they suit your needs. Setting Access Permissions Go to Settings.. Security.. Groups.. You can see the list of Access Permissions for each group. To add or remove permissions […]
Spinalogic support is delivered primarily by ‘ticket’. Each Support Ticket has a subject and then your messages and our replies, much like an email or other message thread. There are some important things for you to understand about using support tickets so you can get the most out of them. Meaningful Subject Make sure the […]
Stripe is a convenient gateway for using Zero Touch automated payments. When you take a payment via the Stripe gateway, a transaction appears on the credit or debit card statement for the patient showing the payment has gone through. Here are some notes on those transactions so you can avoid surprising patients. Appearance on statement […]
The Stripe Payment Gateway can be used with either Zero-Touch Payments or with Checkout. Open an Account with Stripe Go to https://dashboard.stripe.com/register and open an account. It will take you about 10 min to complete. Make sure your account is ‘Active’. Take a copy of your Live Secret Key. You can find it at https://dashboard.stripe.com/account/apikeys Put Stripe […]
To use Zero-Touch Payment, you need to have a payment gateway to accept payments. You can use Paypal, but if you have an Unlimited License, we recommend Stripe as it gives an easier resulting solution. To use it you need to 1. Set up your PayPal account to receive payments, 2. have a PayPal Pre-Approval […]
Here you set the general settings for your appointment booking system. Open here: You’ll see something like this: Here is how to use each setting: Book interval (min): This is the height of each line in your appointment book. It determines the granularity of appointment start times. e.g. for starts of 9:00, 9:15, 9:30 etc, […]
There are a number of preferences you can set for an individual patient. Go to Patient..Admin..Family. Select the ‘Patient Preferences’ tab. It will look something like this: Calling Options Keep With Selected Doctor for Mapping and Calling: Check to keep patients segregated to their preferred Doctor when more than one Chiropractor is adjusting at the […]
There are several ways you can get list of patients depending on what you’re wanting to do with them: 1. View all patients: enter ‘*’ (no quotes) in the patient search box. Inactives show in grey. Type a few letters as per normal to filter down. 2. Get list for marketing: Admin..Reports..Mail Merge (at the […]
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