This user guide explains how to set and manage a patient’s contact preferences, including choosing preferred communication channels such as email, SMS, or chat. It ensures that patients receive not...

This user guide explains how to add a patient’s emergency contact details quickly and accurately within the DigiMEDSPA Portal.

This user guide explains how to mark a patient as Active or Inactive in the DigiMEDSPA portal. Updating a patient’s status helps manage records efficiently by ensuring only active patients appear i...

This user guide provides clear steps to configure patient vitals for accurate, consistent, and efficient health data tracking across the system.

This user guide provides instructions on how to record patient vitals using the Quick Vitals Entry feature within the DigiMEDSPA Portal.

This user guide explains how patients can easily send emails or start chats through the DigiMEDSPA Portal to communicate with the clinic.

This user guide explains how to view Provider Statistics in the DigiMEDSPA portal. From a provider’s profile, you can easily review their weekly and monthly performance, including the number of boo...

This user guide provides step-by-step instructions for navigating to the marking screen in the DigiMEDSPA Portal through the EMR Board and the patient profile.

This user guide explains how to add a referee code through the patient profile to track referrals accurately. It helps ensure proper attribution of referrals for reporting, rewards, or promotional ...

This user guide explains how to review MD Charts in the DigiMEDSPA portal. The MD Charts section provides access to a complete list of procedures performed by providers who are saved as MDs in the ...

This user guide explains how to review Provider Charts in the DigiMEDSPA portal. The Provider Charts section provides access to a complete list of procedures performed by providers who are not MDs....

This user guide explains how to view booking statistics for a service in the DigiMEDSPA portal. You can track the number of bookings for a specific service, including completed and upcoming appoint...

This user guide explains how to download an invoice as a PDF for a patient in the DigiMEDSPA portal. You will learn how to locate the relevant invoice, view its details, and save a PDF copy to your...

This user guide provides step-by-step instructions on how to add Public Notes or Self Notes within the DigiMEDSPA Portal. The system allows you to create three types of patient notes—Normal Notes, ...

This user guide provides step-by-step instructions on how patients can change their password in the DigiMEDSPA Portal.

This user guide explains how to view a patient’s Good Faith Exam through their profile in the DigiMEDSPA portal. You can check whether a patient has filled out and signed a Good Faith Exam, ensurin...

This user guide explains how to view a patient’s vitals graph within the DigiMEDSPA Portal. It helps you quickly interpret trends and changes in key health indicators over time.

This user guide explains how to check deposit payment statuses for newly created bookings in the DigiMEDSPA portal. Bookings with unpaid deposits appear as “Payment Pending” on the EMR Board, while...

This user guide explains how to resend an invoice to a patient in the DigiMEDSPA portal. You will learn how to locate the specific booking or invoice, resend it via email, and ensure that the patie...

This user guide explains how to pin a document in a patient’s profile in the DigiMEDSPA portal. Pinning a document highlights important patient files, making them easily accessible at the top of th...

This user guide provides step-by-step instructions on how to manage patient vital information within the system. It covers how to add new vitals, view existing records, edit details as needed, and ...

This user guide explains how to create a Good Faith Exam in the DigiMEDSPA portal. It is created similarly to a questionnaire and is essential for documenting a medical evaluation, ensuring complia...

This user guide explains how to export all invoices from the DigiMEDSPA portal. You will learn how to access the invoices list and download invoice data for reporting, accounting, or record-keeping...

This user guide explains how to view Wallet Ledgers in the DigiMEDSPA portal. Wallet Ledgers can only be accessed through the patient wallet within a patient’s profile and provide a detailed histor...

This user guide provides instructions on viewing and editing a patient's treatment plans, including session information, payment details, progress tracking, and updates.

This user guide provides step-by-step instructions for creating virtual services and booking virtual services within the DigiMEDSPA Portal.

This user guide provides step-by-step instructions on how to send Pre- or Post-Treatment Instructions for a booking to the patient in the DigiMEDSPA Portal. You will learn how to select the appropr...

This user guide explains how to accurately add traceability information to a procedure. It ensures proper charting, regulatory compliance, and a complete record for patient safety and follow-up.

This user guide explains how to send booking confirmation notifications to patients after an appointment is successfully scheduled. It helps ensure patients receive timely confirmation messages, im...

This guide explains how to edit the service or product prices and quantities during billing before completing the transaction. It helps users quickly adjust pricing or update the number of services...

This user guide explains the steps to join a virtual service meeting, guiding users through accessing the meeting link, logging in, and connecting successfully. It ensures a smooth and hassle-free ...

This user guide explains how to complete a checkout process without generating a bill, ideal for complimentary services or internal use. It walks users through the steps to finalize appointments wh...

This guide explains how to add additional charges to an invoice. It outlines the steps to include extra fees or costs so the final invoice reflects the correct total amount.

This user guide explains how to manage billing and payments through a patient’s profile in the DigiMEDSPA portal. In this section, you will learn how to review the patient wallet, apply promotions ...

This user guide provides step-by-step instructions for managing all aspects of check transactions within the cash drawer system.

This user guide provides step-by-step instructions for managing bank drop transactions within the cash drawer system.

This user guide explains the steps required to assign a service to a provider within the DigiMEDSPA Portal. It helps link specific services with the appropriate providers to ensure accurate schedul...

This user guide provides step-by-step instructions on how to request and process both partial and full refunds for a patient. It helps users understand the refund options and ensures a smooth and e...

This user guide explains how to manage provider commissions in the system. It includes instructions for setting commission rates, processing commission payments, and viewing provider earnings summary.

This user guide explains how to view a provider’s commission history in the DigiMEDSPA Portal.

This user guide explains how to reverse a provider’s commission payment and update their balance in the DigiMEDSPA Portal.

This user guide provides instructions on how to add and organize additional images for a procedure to ensure they display correctly.

This user guide provides step-by-step instructions on how to edit the invoice footer disclaimer within the DigiMEDSPA Portal.

This user guide explains how to cancel a procedure and get a refund. It outlines the simple steps to complete the cancellation and process the refund within the DigiMEDSPA Portal.

This user guide provides step-by-step instructions to revert a cancelled procedure, ensuring the procedure can continue as scheduled.

This user guide explains how to set and organize the order of services in the Service List Screen within the DigiMEDSPA Portal. It helps users easily rearrange services by adjusting their sequence ...

This user guide explains how to mark a procedure as consult only in the DigiMEDSPA Portal.

This user guide explains how to review sales reports in the portal. It helps users access, filter, and analyze sales data to track performance, monitor revenue, and make informed business decisions.

This user guide explains how to activate super invoices within the DigiMEDSPA Portal. and how to edit provider details, as well as customize procedure and diagnosis codes for accurate and efficient...

This user guide explains how to review the service and provider sales report to gain clear insights into your clinic performance. It walks you through accessing the report, understanding key metric...

This user guide helps you compare sales across multiple locations to evaluate clinic performance. It shows how to access location-based sales data, interpret key metrics, and identify trends or dif...

This user guide explains how to review the monthly membership report, helping you track active memberships, revenue generated, renewals, and cancellations.

This user guide explains how to review membership reports of current members, allowing you to track active memberships, monitor member details, and analyze membership trends effectively.

This user guide explains how to review membership reports of new members, helping you track recent enrollments, analyze trends, and view detailed member information.

This user guide explains how to review membership cancellation reports, helping you track membership cancellations, understand trends, and analyze member loss details.

This user guide explains how to review net new membership reports, helping you track overall membership growth by analyzing new enrollments, cancellations, and net changes over a selected period.

This user guide shows how to review payment methods in financial reports by sorting transactions by type, checking totals, and identifying trends or discrepancies to ensure accurate tracking and in...

This user guide explains how to review revenue breakdown in financial reports, providing details by invoice type and tracking daily revenue trends to help identify patterns, monitor performance, an...

This user guide explains how to review service revenue by location, helping users clearly compare performance across different sites, identify top- and under-performing locations, and make more inf...

This user guide explains how to review provider revenue by location, helping users analyze individual provider performance across different sites, compare earnings, and make informed decisions to o...

This user guide explains how to review revenue by product type and category within inventory reports, helping you understand which products are driving sales and profitability.

This user guide explains how to review inventory utilization, including tracking total active products, monitoring low stock alerts, and identifying items that are expiring soon.