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...
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...
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.
Manage 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...
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...
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 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 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 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 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.
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...
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...
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.
Book an Appointment Through New 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.
Book an Appointment Through Advance Booking
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Guide on scheduling detailed appointments using the advance booking module.
Add / Edit Supplier
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Guide on managing supplier information within the system.
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 / View / Edit Service Bundle
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Instructions on creating and managing bundles of services.
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...
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...
Add / View / 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.
Add / Edit Product Categories
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Guide on organizing and managing product categories in your inventory.
Add / Edit Product
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Steps to add or update products available in the inventory.
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.
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.
Manage Resources
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Provides instructions for managing booking resources, ensuring efficient scheduling and resource allocation.
Add Purchase Orders
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Instructions for creating and managing purchase orders.
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.
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.
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.
Manage Inventory Reconciliation
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Steps to reconcile inventory and ensure accurate stock levels.
Add / Edit Pricing Variations
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Instructions on managing variations of products in the inventory.
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.
Manage 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.
Add / View / Edit Provider
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Guide on adding a new and updating information for an existing healthcare provider to the system.
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 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.
Create a Procedure Through Multi Page View
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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.
Create a Procedure Through Single Page View
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Instructions on creating a health-related procedures within the EMR, ensuring accurate and standardized patient care.
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.
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 / Delete Employee
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Guide to adding or updating employee information in the system.
Add / View / 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.
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 / Delete Employees Timelog
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Steps to record and update employee time logs.
Add / Edit Employee Payment
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Guide on recording and processing new employee payments.
Manage Employee Timesheets
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Instructions for tracking and managing employee timesheets.
Naming a 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 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.
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.
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.
Attach Documents or Files To 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.
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...
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.
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.
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.
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...
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...
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.
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.
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.
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...
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.
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.
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.
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...
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.
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 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 Provider Role
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This user guide explains how to assign, modify, and manage provider roles within the DigiMEDSPA Portal.
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 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 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...
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 Obtain Patient Consents 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.
Manage Provider Permissions
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This user guide provides instructions on managing provider permissions within the DigiMEDSPA Portal.
Disable a Service and Service Bundle
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This user guide provides instructions on how to disable a service and service bundle from the system. Understanding Terminologies Service Services refer to cosmetic and health procedures o...
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.
Manage 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...
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 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.
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 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 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.
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 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.
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.
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.
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.
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...
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.
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.
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.
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...
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.
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...
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...
How to Delete or Archive a Booking
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This guide explains how to manage bookings in the DigiMEDSPA Portal by either deleting or archiving them. Bookings that have not received a deposit can be permanently deleted, while bookings with a...
How to Book a Single Booking
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This user guide will walk you through the process of creating and scheduling a Single Booking using Advance Booking and New Booking features.
How to Book Multiple Bookings
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This user guide will walk you through the process of creating and scheduling Multiple Bookings using the Advance Booking feature.