Prescribe a Drug through e-Prescribing
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This guide offers step-by-step instructions for prescribing medications electronically using the e-Prescribing feature, including selecting a patient, choosing the appropriate drug, entering dosage...
Onboarding of EPCS Prescriber
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This user guide provides step-by-step instructions on the onboarding process for EPCS (Electronic Prescribing of Controlled Substances) prescribers using ScriptSure, a certified e-Prescribing platf...
How to Set Up Your Second Med SPA Location for e-Prescribing?
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This guide provides clear, step-by-step instructions for setting up your second Med SPA location for e-Prescribing, helping you streamline operations and ensure consistency across all locations.
Set Up Your e-Prescribing Subscription, Prescribers, and Support Users
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This user guide provides step-by-step instructions to help you set up your e-Prescribing subscription, add prescribers, and assign support users within the DigiMEDSPA Portal. It ensures a smooth on...
Compare Before and After Images Using Comparison Tool
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This user guide provides instructions on using the Comparison Tool to view Before and After Images side by side, which helps to assess treatment progress and results effectively.
How to Upload Procedure Images?
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This user guide provides step-by-step instructions for uploading procedure images, ensuring accurate documentation and efficient patient record management.
View Survey Responses
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This user guide explains how to access and review patient survey responses within the DigiMEDSPA Portal, helping you gather insights to enhance services and improve the overall patient experience.
Sign the Consent Forms for a Procedure
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This user guide provides instructions on signing consent forms for a procedure. It outlines the steps to review, complete, and submit the required forms, ensuring compliance and informed consent be...
Fill the Questionnaires Form for a Procedure
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This guide provides step-by-step instructions on accessing, completing, and submitting the questionnaire form for a procedure.
Prescribe and Start a Treatment Plan
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This user guide provides step-by-step instructions on prescribing and initiating a treatment plan.
Reschedule a Booking
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This guide provides clear, step-by-step instructions on how to reschedule a booking using the DigiMEDSPA Portal.
View Before and After Images
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This user guide provides step-by-step instructions for viewing before and after images, allowing you to effectively assess treatment outcomes and track patient progress.
View Treatment Sessions
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The user guide provides instructions for viewing all scheduled and completed sessions within a patient’s treatment plan. Users can also track session dates, procedures performed, and billing status...
View Treatment Plans Through Patient Profile
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This user guide provides instructions on viewing a patient's treatment plans, including session information, payment details, progress tracking, and updates through the Patient Profile.
Manage Patient’s Credit Cards
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The user guide explains how to add, view, and delete a patient’s saved credit card information, ensuring secure and efficient payment management.
Manage Stock Alerts
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This user guide provides instructions for setting up and managing stock alerts in your Med SPA inventory. These alerts help ensure timely notifications when product quantities fall below the set th...
Manage Booking Settings
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This guide provides instructions on how to edit booking settings, including rescheduling and cancellation rules, applicable fees, time limits, and other important scheduling options.
View Notification Logs
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This user guide provides instructions for viewing notification logs, allowing users to track sent messages, delivery statuses, and timestamps for efficient monitoring and troubleshooting.
Manage Booking Notifications
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This user guide provides instructions on how to view and edit booking notifications. It covers customizing the content of SMS and email notifications to ensure patients receive clear and accurate b...
Managing Prepayments for a Service (Service Deposits)
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This user guide provides step-by-step instructions on adding and editing service deposits for individual services, as well as collecting service deposits from patients.
Disable a Service and Service Bundle
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This user guide provides instructions on how to disable a service or service bundle from the system. Understanding Terminologies Service Services refer to cosmetic and health procedures of...
Manage Provider Permissions
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This user guide provides instructions on managing provider permissions within the DigiMEDSPA Portal.
How to Get Patient's Consent to Download Medication History
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This user guide explains how to obtain and record a patient's consent to download their medication history in the DigiMEDSPA Portal.
View Reward Ledgers
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This user guide provides step-by-step instructions on accessing and reviewing reward ledger entries. It explains how to track dollar credits, view transaction details, check previous and updated ba...
How to Set Up Stripe Keys for Payment Processing?
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This user guide provides step-by-step instructions for setting up and using the EMR system’s Payment Processing feature. It explains how to configure payment gateways, integrate Stripe keys, proces...
Manage Cash Drawer for Different Locations
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This guide provides detailed instructions for managing cash drawers at multiple locations. It ensures precise tracking of cash in and cash out for smooth financial operations.
How to Redeem Items from the Patient Wallet?
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This user guide explains how to redeem items from the patient wallet, including discounts, prepaid services, packages, and gift cards, for a smooth and efficient checkout process.
Manage Provider Role
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This user guide explains how to assign, modify, and manage provider roles within the DigiMEDSPA Portal.
View Referral Logs
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This guide explains how to access and review referral logs to track referral activity. It helps monitor referrals, view details, and ensure accurate recordkeeping.
Manage Referral Settings
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This guide provides step-by-step instructions for configuring and managing referral settings to support efficient tracking and processing within the DigiMEDSPA Portal.
View Cash Drawer History
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This user guide provides step-by-step instructions on how to view the cash drawer history across multiple Med SPA locations.
How to Add Dollar Credit in the Patient Wallet?
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This user guide provides step-by-step instructions on adding dollar credits in a patient’s wallet. It covers entering the amount, selecting the reason, and confirming the transaction for accurate r...
Manage Membership Program, Membership Agreements and Membership Types
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This user guide provides step-by-step instructions for adding and editing membership programs, and membership agreements in the DigiMEDSPA Portal.
Add / Edit Discount Groups
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This user guide provides clear instructions for creating and managing discount group offers within the DigiMEDSPA Portal.
What is Patient Wallet and How to Track Patient Wallet Usage?
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This user guide provides instructions on efficiently viewing patient wallets and tracking wallet usage in the DigiMEDSPA Portal.
Create a Treatment Plan Template and Add a Treatment Plan to the Patient's Profile
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This user guide provides step-by-step instructions for creating a customizable treatment plan for Med SPA professionals covering essential components, including plan type selection and defining a c...
Add / Edit Booking Notes
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This user guide provides step-by-step instructions on how to add booking notes while booking an appointment through express booking.
How to Create Notes During Procedure Charting?
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This user guide provides instructions for creating and documenting notes during procedure charting. Follow these steps to ensure accurate and thorough record-keeping.
Filling and Signing Paperwork as a Patient
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This user guide provides instructions on how patients can digitally fill out and sign required paperwork. Follow the steps to complete forms quickly and securely.
How to Invite Users through Patient Profile?
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This user guide gives instructions on inviting users through the patient profile via email or SMS, ensuring a quick and seamless setup.
Update Provider's Availability Status
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This user guide provides step-by-step instructions for activating or inactivating provider status in the DigiMEDSPA Portal, ensuring authorized users maintain accurate and up-to-date records of pro...
Add Patient Memberships to a Patient’s Profile
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This user guide provides instructions for adding and editing patient memberships in the DigiMEDSPA Portal. Patient memberships can be created by authorized users, including providers, employees, an...
View a Patient's Past and Upcoming Procedures
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This user guide provides instructions on how to view a patient’s past and upcoming procedures.
Review Patient's Payment History
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This user guide provides step-by-step instructions on accessing and analyzing a patient's past transactions, outstanding balances, and payment records.
Cancel a Membership for a Patient
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This user guide provides step-by-step instructions for canceling a patient membership in the DigiMEDSPA Portal.
Go to Patient’s Billing
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This user guide offers detailed instructions for accessing and navigating the billing section of a patient's profile within the system. It ensures users can manage patient invoices, process payment...
Attach Documents or Files with a Patient's Profile
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Guide to managing and organizing various documents within a patient's profile, including uploads, categorization, and access to critical records.
Add a Service Item to Your Inventory
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This user guide offers step-by-step instructions on how to add, edit, and activate / inactivate a service item in the inventory using the DigiMEDSPA Portal.
Manage No Show Appointments
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This user guide provides detailed step-by-step instructions to help you efficiently manage no show appointments. In our portal, the term "booking" is used to refer to appointments.
Manage Dot Phrases
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This guide provides instructions on how to create and modify dot phrases within the EMR system, offering a streamlined approach to efficient documentation.
Naming a Cosmetic Procedure
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This user guide provides detailed step-by-step instructions on how to properly name a cosmetic procedure. Naming a procedure accurately ensures clear communication, proper service management, and a...
Manage Employee Timesheets
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Instructions for tracking and managing employee timesheets.
Add / Edit Employee Payment
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Guide on recording and processing new employee payments.
Add / Edit / Delete Employees Timelog
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Steps to record and update employee time logs.
Sign the Consent Form for a Cosmetic Procedure
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Instructions on how to electronically sign a consent form for a procedure, ensuring that all legal and procedural requirements are met before treatment begins.
Add / Edit Equipment
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Provides instructions on how to add and edit equipment in the DigiMEDSPA Portal for efficient inventory and resource management.
Add / Edit / Delete Employee
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Guide to adding or updating employee information in the system.
Use the Draw Tool for Charting
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Guide to using the draw tool for marking up patient photos and charts, helping to visually communicate treatment plans and areas of focus.
Add / Edit / Move Injection Markings
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Instructions for adding, editing, or repositioning injection markings on patient charts to accurately record treatment sites.
Create a Health Procedure
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Instructions on creating a health-related procedures within the EMR, ensuring accurate and standardized patient care.
Create a Cosmetic Procedure
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Step-by-step guide on setting up a new cosmetic procedure in the system, including details like pricing, materials, and expected outcomes.
Add Tax Rates on Products & Product Categories
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Learn how to add and manage tax rates on products and product categories for accurate billing and compliance.
Review a Patient’s Past and Future Bookings
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Overview of how to access and review a patient’s appointment history and upcoming scheduled appointments to provide better continuity of care.
Add / View / Edit Provider
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Guide on adding a new and updating information for an existing healthcare provider to the system.
Add / Edit / Delete Provider Schedule
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A comprehensive guide on creating, modifying, or deleting a provider's schedule, ensuring accurate availability and appointment booking within the system.
Attach a Med SPA Location to a Provider’s Profile
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Instructions on how to link a specific Med SPA location to a provider's profile, allowing accurate assignment of providers to different locations within the EMR portal.
Add / Edit Pricing Variations
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Instructions on managing variations of products in the inventory.
Manage Inventory Reconciliation
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Steps to reconcile inventory and ensure accurate stock levels.
Add a Retail Item to Your Inventory
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Guide on how to add new retail products to your inventory system, including details like SKU, pricing, and stock levels.
Sign a Chart and Send it to Provider's Room and MD's Room
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Guide on how to electronically sign a completed chart and route it to the provider’s room and MD’s room for review or further action.
Confirm a Booking or Check a Patient In
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Steps for confirming an appointment or marking a patient as checked in upon their arrival, streamlining the patient flow process.
Add Purchase Orders
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Instructions for creating and managing purchase orders.
Manage Booking Resources
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Provides instructions for managing booking resources, ensuring efficient scheduling and resource allocation.
Change the Duration of a Booking
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Steps to adjust the length of an appointment based on the service being provided or the patient’s needs.
Attach a Booking to a Procedure
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Instructions on linking a specific appointment to a procedure, ensuring that all related records are easily accessible and connected.
Add / Edit Product
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Steps to add or update products available in the inventory.
Add / Edit Product Categories
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Guide on organizing and managing product categories in your inventory.
Add / Edit a Service
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This user guide provides detailed step-by-step instructions on how to add and edit a service offered by Med SPAs in the DigiMEDSPA Portal.
Use the Calendar View on the EMR Board to View Provider Schedules and Availability
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This user guide provides step-by-step instructions for utilizing the Calendar View feature on the EMR Board to view provider schedules, availability, and upcoming bookings within the DigiMEDSPA Por...
How to Navigate Through EMR Board
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This user guide provides step-by-step instructions on navigating through the DigiMEDSPA EMR Board to view bookings, track patient statuses, check provider schedules and availability, and update the...
Add / Edit Service Bundle
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Instructions on creating and managing bundles of services.
Manage Service Categories
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Learn how to add, edit, and manage service categories in the DigiMEDSPA Portal to organize and streamline your service offerings effectively.
Add / Edit Supplier
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Guide on managing supplier information within the system.
Book an Appointment Through Advance Booking
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Guide on scheduling detailed appointments using the advance booking module.
Book an Appointment Through Express Booking
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A simpler and quick way to book a patient appointment online through the portal for a known single provider, Med SPA location and single service.
Create and Manage Patient Notes
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Overview of creating, editing, and managing patient within patient profiles to highlight important information or reminders for providers.
How to Accept Stock Transfer from Another Clinic Location
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This user guide provides step-by-step instructions for accepting or receiving stock transfers from another location of your Med SPA clinic network. Products available at one location are efficientl...
How to Create a Stock Transfer Between Locations
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This user guide provides step-by-step instructions for transferring stock between different locations of the same Med SPA clinic. Products available at one Med SPA location can be transferred to an...
Manage Questionnaire Types
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Learn how to create, edit, and attach questionnaire types to organize and streamline patient questionnaires effectively in the DigiMEDSPA Portal.
Manage Post-Treatment Instructions
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Create, edit, or update instructions for specific treatments, follow the steps below to ensure your patients receive accurate and personalized post-care guidelines.
Manage Pre-Treatment Instructions
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Whether you need to create, edit, or attach instructions to specific services, follow this guide to provide patients with accurate and personalized pre-treatment guidelines before their procedures ...
Manage Surveys
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This user guide provides step-by-step instructions on creating, editing, and attaching a survey to a relevant service in the DigiMEDSPA Portal.
Manage Consent Forms
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Learn how to add, edit, and attach a consent form to a service or procedure in the DigiMEDSPA Portal.
Manage Questionnaires
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This user guide provides step-by-step instructions for adding, editing, and attaching a questionnaire to a service or procedure in the DigiMEDSPA Portal.
Manage Patient Medical History
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DigiMEDSPA EMR Portal provides users with easy access to their medical history form, allowing them to conveniently update and review their information at any time. This user guide offers detailed i...
Add / Edit Patient Insurance Details
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Instructions for adding and editing insurance details for patients in the DigiMEDSPA EMR portal. Keeping insurance details up-to-date improves overall patient management and helps prevent billing e...
Update the Patient's Profile Photo
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This user guide provides clear, step-by-step instructions on how to upload and/or updating a patient's profile picture.
Add / View / Edit Patient
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Detailed, step-by-step instructions on how to add, edit, and view a patient profile within the DigiMEDSPA portal. By following these instructions, admins and authorized users, including providers a...
Setup Locations and Business Hours
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Add your Med SPA’s location information (whether you have single or multiple locations) and business hours for each facility within the DigiMEDSPA EMR portal. Follow the steps below to add, edit, a...