MINDBODY QUICK REFERENCE GUIDE

Transcription

1 MINDBODY QUICK REFERENCE GUIDE REVISED 12/29/14 1

2 TABLE OF CONTENTS Client (Intern) Set Up 3 Using the Mobile Mindbody Express App 4 Mobile App Filters 5 Viewing Appointments in Mobile App 6 Scheduling Appointments New Patient (Mobile App) 7 New Patient (Computer) 8 Office Visit 9 CMR 9 X-RAY 10 Healthy Lifestyle Class 10 Printing Daily Appointment Schedule 11 2

3 MINDBODY Client Set Up Step 1 Click or copy and paste link below Step 2 Click on My info tab then start with New to Our Site and follow the directions Step 3 Update your profile That s it! Now you re ready to start scheduling appointments To use on your mobile device, download the Mindbody Express App Note: You will get the general login from your Mentor. 3

4 Scheduling Patients Using Mobile App 1. Open your Mindbody Express App on your mobile device. 2. Sign on if not already signed on using the general Mentor Log In information. 3. Click on + in the upper right hand corner and click Book Appointment (Pic A) 4. Type your First and Last Name and select it. 5. Select Staff Name (i.e. Dr. Bell#82) (Pic B) 6. Select Appointment Type (Either New Patient or 12 Point Evaluation) 7. Select Date and Time 8. In the Appointment Notes Field, Please put the Patient s First and Last Name and Phone Number. Also include if the patient is ing the New Patient forms or bringing the forms printed. (This information allows the Chiropractic Assistant to follow up with patient) 9. Click on Book in the upper right hand corner (Pic C) *When scheduling CMR apts. Please be sure to use the Doctor s Full Name 1st A B C 4

5 Mindbody Express App Filters To simplify the schedule use the filter on the bottom The Center Icon will only show Office Visits under your mentor s sign in. I recommend using the far right filter and selecting all the appropriate filters (Dr. #82 Bell, New Patient Coordinator X-Ray Schedule...) 5

6 View Your Appointments in the Express App To see all your appointments for that day, Scroll to find your name and select it. (Pic D) Click on other appointments towards the bottom of the Screen. (Pic E) This Screen is a list of your appointments for that day. (Pic F) Select an appointment to get details (e.g. Patient name and File # in the Notes Field) (Pic G) D E F G 6

7 Scheduling a New Patient 1. Open your Mindbody Express App on your mobile device. (Computer users see next page) 2. Sign on if not already signed on using the general Mentor Log In information. 3. Click on + in the upper right hand corner and click Book Appointment 4. Type your First and Last Name and select it. 5. Select Staff Name New Patient Coordinator 6. Select Appointment Type (Either New Patient or 12 Point Evaluation) 7. Select Date and Time 8. In the Appointment Notes Field Please put the Patient s First and Last Name and Phone Number. Also include if the patient is ing the New Patient forms or bringing the forms printed. (This information allow the Chiropractic Assistant to follow up with patient) 9. Click on Book in the upper right hand corner 10. You must also Schedule a New patient Initial Exam. Same process as above but for Staff Member choose your Mentor Doctor (i.e. Dr. Bell#82, Dr. Tiscareno#75) NOTE: We strongly suggest you schedule all of the following appointments when you book your new patient appointment. X-Ray CMR Report of Findings (under Office Visits) Healthy Lifestyle Class These appointments could end up being booked and not be available when you need them. 7

8 Scheduling a New Patient 1. Open your Mindbody on your computer (Mindbody Express App see previous page) 2. Sign on 3. Under appointments Choose the Patients Tab, Click on Search 4. Click on Book on the appropriate date and time you want 5. Verify date and time 6. In the Notes Field, Please put the Patient s First and Last Name and Phone Number. Also include if the patient is ing the New Patient forms or bringing the forms printed. (This information allow the Chiropractic Assistant to follow up with patient) 7. Click on Book Appointment 8. Then Select Book another Appointment at top of the screen next to the appointment you just scheduled. 9. Select Office Visit 10. Select New Patient Initial Exam (This will book an office visit and let the Mentor Doctor know you have a New Patient.) 11. Select Instructor (Your Mentor Doctor) 12. Click on Search 13. Select the time that s relevant to the New Patient Coordinator time. 14. In the Notes field, please put the Patients First and Last Name 15. Click Book Appointment NOTE: We strongly suggest you schedule all of the following appointments when you book your new patient appointment. X-Ray CMR Report of Findings (under Office Visits) Healthy Lifestyle Class These appointments could end up being booked and not be available when you need them. 8

9 Office Visit Appointments *Mindbody Express App users follow Steps 1-9 on Page 4 and choose the appropriate Doctor. 1. Open your Mindbody on your computer. 2. Sign on and Click on the Patient Tab 3. Under appointments Choose Office Visit 4. Select from the following types of Office Visits 5. Choose your Mentor Doctor and click on Search 6. Click Book on the appropriate date and time you want 7. Verify date and time 8. In the Notes Field, Please put the Patient s First and Last Name or File #. (This information allows the Chiropractic Assistant to follow up with patient) 9. Click Book Appointment CMR Appointments *Mindbody Express App users follow Steps 1-9 on Page 4 and choose the appropriate Doctor 1. Open your Mindbody on your computer or phone in the appropriate Web browser. 2. Sign on and Click on the Intern Tab 3. Under appointments Choose CMR 4. Select from the following types of CMR Visit 5. Choose the appropriate Mentor Doctor and click on Search 6. Click Book on the appropriate date and time you want 7. Verify date and time 8. In the Notes Field, Please put the Patient s File # or Patients First and Last Name. 9. Click Book Appointment 9

10 X-RAY Appointments *Mindbody Express App users follow Steps 1-9 on Page 4 and choose X-Ray Schedule A or B 1. Open your Mindbody on your computer or phone in the appropriate Web browser. 2. Sign on and Click on the Patient Tab 3. Under appointments Choose X-RAY 4. Select the appropriate type of X-Ray (There are multiple types. This is just a sample) 5. Click on Search 6. Click Book on the appropriate date and time you want 7. Verify date and time 8. In the Notes Field, Please put the Patient s File # or Patient s First and Last Name. 9. Click Book Appointment Healthy Lifestyle Class Appointments *Mindbody Express App users follow Steps 1-9 on Page 4 and choose Healthy Lifestyle class for Staff. 1. Open your Mindbody on your computer. 2. Sign on and Click on the Healthy Lifestyle Tab 3. Under appointments Choose Healthy Lifestyle 4. Click on Search 5. Click Book on the appropriate date you want 6. Verify date and time 7. In the Notes Field, Please put the Patient s First and Last Name as well as the partner. 8. Click Book Appointment 10

11 Print Daily Schedule 1. Open your Mindbody on your computer 2. Sign on and Click on the Reports Tab 3. Under the reports choose the Client Tab 4. Click on Schedule at a glance 5. Choose the Date or range of dates 6. You can choose to utilize filters for what you need (i.e. New Patient Coordinator, Dr. #### Office Visit, and X-Ray) 7. Click Generate. 8. Optional - You can sort by client by clicking on the client header. 11