Modules for Managers
True or False?
New users can be created by anyone that has access to Jarvis.
False- Only team members that are set as Managers can create new users.
I want to change the metrics that are on my EOD and Huddle form.
Where do I go?
Top right drop down menu-SETTINGS
I want to know which provider completed the most crowns(D2740).
Where do I go?
Financials(more specifically:Scorecards) for one location
OR
Operations>Services
It was a very busy and productive day. Let's celebrate and review our numbers! I want to show the team where we stand in relation to our monthly goal and how we look to be doing for next week's production.
Where do I go?
End of Day
We charged out $120,000 in March 2021.
How much has been collected to date?
Waterfall
I hired 2 new hygienists and they need access to Jarvis.
Where do I go?
Configurations
I need to invigorate my team and give them some motivation for the day. Let's show them how we did yesterday and how we are scheduled to do today.
Where do I go?
Morning Huddle
I want an overall view of my entire organization and the ability to see how they compare to one another. Let me see the top 5!
Where do I go?
Operations
OR
Dashboard
I created REMINDERS for the staff.
Where are they?
Patient Portal
OR
Front Office
I want to view all adjustments types, amounts, providers, etc
Where do I go?
RCM
OH NO! It's 7 p.m. and I need to unexpectedly take the day off tomorrow. I need to view my schedule from home and see how many patients are scheduled tomorrow.
Where can I go?
Calendar
We are at an office meeting discussing how to increase production. I want a tool to forecast for my staff how an increase in Hygiene Recalls can drive our revenue upwards.
Where do I go?
Practice Potential
I want to view my referral sources and how they compare to one another.
Where do I go?
Solo-Dashboard
Enterprise- Operations>Marketing
It's Monday morning. We have 8 hours of open Doctor time in the schedule for the week and we need to fill those appointments.
Where do I go?
Treatment Miner
I want an overall view of how ONE of my offices is trending YTD (with the option to obtain more granular information at the click of a button)
Financials
Our computers were down for the entire afternoon. Patients in for a recall visit were not able to schedule their next appointment on their way out.
Where do I go?
Hygiene Recall
OR
Front Office
The doctor wants to go on a spur of the moment golf trip in 2 weeks. He wants a quick answer to how much production is scheduled that week.
Where do I go?
Calendar>drag across the week and look at scheduled production number
I want to know how much revenue was generated by a specific metrics. For example: NEW PATIENTS that accepted SAME DAY TREATMENT.
Where do I go?
KPI's
I need to create a custom list of patients that are overdue for a hygiene visit by 120+ days that way my staff can work on getting them in for an appointment.
Where do I go?
Patient Portal
I have 6 offices and would like to look at them together.
I need to know who is doing the best with collections as of today. How much is current, 30 days, 60 days, 90 days, etc.
Aging
I want to hold my team members accountable with their use of Jarvis. When did they last login?
Where do I go?
Configuration>Users
True or False
All users have access to Settings.
Only users that are set to managers have access to settings.
I want to view total production for the week of July 4th for last year and the year before.
Where do I go?
Operations
I feel like my numbers aren't matching for one of my offices. I need to check to make sure Jarvis is syncing properly.
Where do I go?
Main screen>click on location
We recently added a new provider and we need to update our goals to reflect this.
Where do I go?
Configurations>Goals