Tutorials

Securely manage treatment records, personalized documentation, patient forms, images, videos, electronic prescribing data, and more.

• 22 guides

  Patients

  Explore tools for adding, updating, and managing patient profiles, histories, and information for efficient patient care.

  • Add / View / Edit Patient
  • Update the Patient's Profile Photo
  • Manage Patient Insurance Details

  View all 22 guides in Patients
• 14 guides

  Providers

  Understand how to add and manage provider profiles, schedules, roles, and bookings.

  • Attach a Med SPA Location to a Provider’s Profile
  • Manage Provider Schedule
  • Add / View / Edit Provider

  View all 14 guides in Providers
• 7 guides

  Services & Bundles

  Get instructions for creating individual services, designing service bundles, and customizing offerings to enhance patient experience.

  • Manage Service Categories
  • Add / View / Edit Service Bundle
  • Add / View / Edit a Service

  View all 7 guides in Services & Bundles
• 12 guides

  Clinical Documentation

  Learn how to manage and store questionnaires, consent forms, surveys, treatment instructions, etc, for comprehensive record-keeping.

  • Manage Questionnaires
  • Manage Consent Forms
  • Manage Surveys

  View all 12 guides in Clinical Documentation
• 18 guides

  Procedure Management

  Discover how to chart, edit, and manage procedures, including cosmetic and health treatments, along with drug traceability to ensure accurate documentation.

  • Attach a Booking to a Procedure
  • Sign a Procedure and Send it to Provider Charts and MD Charts
  • Create a New Procedure

  View all 18 guides in Procedure Management
• 21 guides

  Scheduling & Online Booking

  Understand how to configure settings and create and manage online bookings for seamless appointment management.

  • Book an Appointment Through New Booking
  • How to Navigate Through EMR Board
  • Use the Calendar View on the EMR Board to View Provider Schedules and Availability

  View all 21 guides in Scheduling & Online Booking
• 12 guides

  Products & Inventory Management

  Explore tools for adding and tracking product stock, managing inventory levels, and transferring stock between locations as needed.

  • How to Create a Stock Transfer Between Locations
  • How to Accept Stock Transfer from Another Clinic Location
  • Add / View / Edit Supplier

  View all 12 guides in Products & Inventory Management
• 3 guides

  Employees

  Learn to manage employee profiles, set permissions, review timesheets, and track payrolls to maintain an organized staff directory.

  • Add / Edit / Delete Employee
  • Add / Edit / Delete Employees Timelog
  • Add / Edit Employee Payment
• 4 guides

  e-Prescribing

  Get insights into ePrescribing tools, including creating, managing, and sending prescriptions electronically for patient convenience.

  • Set Up Your e-Prescribing Subscription, Prescribers, and Support Users
  • How to Set Up Your Second Med SPA Location for e-Prescribing?
  • Onboarding of EPCS Prescriber

  View all 4 guides in e-Prescribing
• 17 guides

  Patient Billing

  Get guidance for managing patient billing processes, including generating invoices, processing payments, tracking outstanding balances, and handling insurance claims.

  • Go to Patient’s Billing
  • Review Patient's Payment History
  • How to Add Dollar Credit to the Patient Wallet?

  View all 17 guides in Patient Billing
• 4 guides

  POS

  Understand how to set up and use the Point of Sale system to manage transactions and streamline billing processes.

  • View Cash Drawer History
  • Manage Cash Drawer for Different Locations
  • Manage Checks in the Cash Drawer

  View all 4 guides in POS
• 2 guides

  Referrals & Settings

  Learn how to track, manage, and utilize referrals for patient acquisition and engagement with other providers.

  • Manage Referral Settings
  • View Referral Logs
• 3 guides

  Membership

  Discover how to create and manage membership plans to enhance patient loyalty, including benefits and billing.

  • Cancel a Membership for a Patient
  • Add Patient Memberships to a Patient’s Profile
  • Manage Membership Settings, Membership Agreements and Membership Types
• 2 guides

  Promotions

  Get guidance on setting up and managing promotional offers, discounts, and marketing initiatives to attract and retain clients.

  • Add / View / Edit Discount Groups
  • Manage Promotions
• 2 guides

  Payment Processing

  Learn how to streamline payment collection by securely processing transactions, including card payments and deposits, directly through the portal.

  • How to Set Up Stripe Keys for Payment Processing?
  • How to Edit Invoice Footer Disclaimer?
• 1 guide

  Credit Ledgers

  Discover how to track patient credits and loyalty points, allowing Med SPAs to manage incentive programs and patient engagement effectively.

  • View Credit Ledgers
• 14 guides

  Reports

  Learn to generate and analyze sales, financial, inventory, location, patient, provider, and service reports in the portal for informed decision-making and optimized operations.

  • How to Review Sales Reports?
  • Review Service and Provider Sales Report
  • Compare Sales Across Locations

  View all 14 guides in Reports
• 4 guides

  Treatment Plans

  Learn how to create and manage treatment plan templates, assign treatment plans to patients, and track treatment sessions and progress.

  • Manage Treatment Plan Templates and Apply Them to Patient Profiles
  • View Treatment Sessions
  • Prescribe and Start a Treatment Plan

  View all 4 guides in Treatment Plans

Coming soon: Gift Cards and Access Lab

Our all-in-one communication platform integrates phone, fax, SMS, email, and RoboCALL marketing tools for compliant communications.

• 1 guide

  Contacts

  Learn how to add and manage patients and lead contacts to keep your communication organized and efficient.

  • Manage Contacts
• 1 guide

  Calls

  Understand how to manage inbound, outbound, and internal calls using advanced VoIP technology designed specifically for Med SPAs.

  • Review Call History
• 1 guide

  Fax

  Get guidance on sending and receiving HIPAA-compliant faxes securely without the need for traditional fax machines. Easily transmit patient records, prescriptions, and documents directly from your computer or mobile device.

  • How to Send and View Received Faxes?
• 1 guide

  Send Email

  Learn to send secure, HIPAA-compliant emails for appointment reminders, promotions, and follow-ups—all from one unified system. Maintain a professional image with branded emails and organized communication threads.

  • How to Send an Email?
• 1 guide

  SMS

  Get insights into sending HIPAA-compliant, two-way SMS to deliver appointment reminders, promotions, and personalized messages that boost patient engagement and reduce no-shows.

  • Send and Receive SMS Messages
• 1 guide

  Chat

  Discover how to stay connected with patients and team members through real-time, HIPAA-compliant chat. Answer questions, send updates, and coordinate appointments instantly from a centralized chat system.

  • Create New Chat and Group Chat
• 13 guides

  Digital Marketing

  Learn to drive patient engagement and boost bookings with targeted email, SMS, and robocall marketing—all in one place. Track performance, manage responses, and stay HIPAA-compliant across all marketing channels.

  • Manage Email Campaign Event
  • Manage Email Campaign Templates
  • Add / View / Edit / Delete Email Campaign Schedule

  View all 13 guides in Digital Marketing

Coming soon: Email

Handle calls, set up automated responses, and manage voicemails with digital desk phones and integrated softphones.

1. Create Missed Call Text

   This guide walks you through the process of creating personalized and professional text responses to ensure no patient inquiry goes unanswered.

   • 2 steps
   • 3 screenshots
   • 2 min read

DigiMEDSPA Directory Listing is an online platform where patients can visit and search for esthetic services offered by local Med SPAs.

1. How To Claim Your Listing

   This user guide provides step-by-step instructions for claiming your Med SPA business listing in the DigiMEDSPA Directory. Update your business information including services, operating hours, business description, portfolio, and highlights to attract new patients, and boost your credibility with authentic reviews.

   • 14 steps
   • 14 screenshots
   • 4 min read

2. Edit Listing

   This user guide provides step-by-step instructions on editing and updating your business details, services, contact information, business hours, etc.

   • 5 steps
   • 6 screenshots
   • 3 min read

3. How to Add Your Med SPA Business?

   This user guide provides step-by-step instructions for adding your Med SPA business to the DigiMEDSPA Directory. Understanding Terminologies Business A Med SPA business blends...

   • 14 steps
   • 11 screenshots
   • 3 min read

Professional website design services tailored to meet Americans with Disabilities Act (ADA) standards, including custom-accessible features.

1. Edit Your Website’s General Information and About Us Page Content

   This user guide provides step-by-step instructions for editing general information and the "About Us” page content within the portal for the website DigiMEDSPA is creating for you. The information you enter here will guide the design and layout of your website. You can make content changes directly in the portal, and our team will implement them accordingly. Instructions for editing other website pages are provided in separate articles.

   • 9 steps
   • 5 screenshots
   • 3 min read

2. Update Website Page Titles and Homepage Blocks

   This user guide provides step-by-step instructions for updating page titles and homepage content blocks within the portal for the website DigiMEDSPA is creating for you. The information you enter here will guide the design and layout of your website. You can make content changes directly in the portal, and our team will implement them accordingly. Instructions for editing other website pages are provided in separate articles.

   • 6 steps
   • 5 screenshots
   • 3 min read

3. Manage Providers and Team Member Details for Your Website

   This user guide provides step-by-step instructions on how to add, view, edit and delete providers and team member details in the portal for the website DigiMEDSPA is creating for you. The information you enter here will guide the design and layout of your website. You can make content changes directly in the portal, and our team will implement them accordingly. Instructions for editing other website pages are provided in separate articles.

   • 21 steps
   • 8 screenshots
   • 5 min read

4. Manage Blogs and Blog Categories for Your Website

   This user guide provides step-by-step instructions on how to add, view, edit and delete blogs and blog categories in the portal for the website DigiMEDSPA is creating for you. The information you enter here will guide the design and layout of your website. You can make content changes directly in the portal, and our team will implement them accordingly. Instructions for editing other website pages are provided in separate articles.

   • 22 steps
   • 9 screenshots
   • 5 min read

5. Add / View / Edit / Delete Service Categories and Service Content for Your Website

   This user guide provides step-by-step instructions on how to add, view, edit and delete service categories and service content in the portal for the website DigiMEDSPA is creating for you. The information you enter here will guide the design and layout of your website. You can make content changes directly in the portal, and our team will implement them accordingly. Instructions for editing other website pages are provided in separate articles.

   • 22 steps
   • 9 screenshots
   • 5 min read

6. Manage Additional Pages and Website Settings for Your Website

   This user guide provides step-by-step instructions on how to add, view, edit and delete additional pages and update website settings in the portal for the website DigiMEDSPA is creating for you. The information you enter here will guide the design and layout of your website. You can make content changes directly in the portal, and our team will implement them accordingly. Instructions for editing other website pages are provided in separate articles.

   • 14 steps
   • 10 screenshots
   • 5 min read

Manage various aspects of your DigiMEDSPA business account, including Profile, Med SPA Locations, Employees and Roles, Billing, Alerts, Access Logs, and Support Tickets.

• 6 guides

  My Profile

  Discover how to update and manage your personal profile and contact details in the portal.

  • Manage My Profile
  • Change Password for My Account
  • Onboarding of a New Client

  View all 6 guides in My Profile
• 3 guides

  Locations

  Learn to manage multiple Med SPA clinic locations and update location-specific schedules to streamline operations.

  • Setup Locations and Business Hours
  • How to Disable a Med SPA Location?
  • Enable Cash Drawer for a Med SPA Location
• 4 guides

  Users and Roles

  Learn how to add and manage user profiles and permissions for staff members in the portal

  • How to Manage Users
  • How to Manage Roles
  • Manage Access Logs

  View all 4 guides in Users and Roles

Coming soon: Alerts and Billing

1. Directory Listing · Manage Listing

   How To Claim Your Listing

   This user guide provides step-by-step instructions for claiming your Med SPA business listing in the DigiMEDSPA Directory. Update your business information including services, operating hours, business description, portfolio, and highlights to attract new patients, and boost your credibility with authentic reviews.

   • 14 steps
   • 14 screenshots
   • 4 min read

2. EMR · Clinical Documentation

   Manage Dot Phrases

   This guide provides instructions on how to create and modify dot phrases within the EMR system, offering a streamlined approach to efficient documentation.

   • 25 steps
   • 12 screenshots
   • 6 min read

3. ADA-Compliant Website · Website Content

   Edit Your Website’s General Information and About Us Page Content

   This user guide provides step-by-step instructions for editing general information and the "About Us” page content within the portal for the website DigiMEDSPA is creating for you. The information you enter here will guide the design and layout of your website. You can make content changes directly in the portal, and our team will implement them accordingly. Instructions for editing other website pages are provided in separate articles.

   • 9 steps
   • 5 screenshots
   • 3 min read

4. EMR · Procedure Management

   Add / Edit / Move Injection Markings

   Instructions for adding, editing, or repositioning injection markings on patient charts to accurately record treatment sites.

   • 28 steps
   • 13 screenshots
   • 6 min read

5. EMR · Patients

   Update the Patient's Profile Photo

   This user guide provides clear, step-by-step instructions on how to upload and/or updating a patient's profile picture.

   • 9 steps
   • 5 screenshots
   • 2 min read

6. EMR · Clinical Documentation

   Manage Consent Forms

   Learn how to add, edit, and attach a consent form to a service or procedure in the DigiMEDSPA Portal.

   • 33 steps
   • 30 screenshots
   • 9 min read

• e-Commerce

  An e-Commerce module for selling products and eGift Cards online, managing transactions, and tracking customer purchases.

  Coming soon

• DigiMEDSPA CONNECT™

  Coming soon