# June 3 - Improving the Client Booking Journey

This video outlines recent updates to the system and provides guidance on utilizing shortcuts, URLs, and QR codes to streamline client processes.

**Practitioner Dashboard Widgets:** New widgets have been added to help providers access information more efficiently, including quick previews of completed intake forms, document updates, appointment history, and uncharted appointments.

### Feature Title: Practitioner Dashboard Widgets & Layout Preferences

- **Problem Solved:** Reduces "click fatigue" for healthcare providers by centralizing critical patient information onto a single screen and tailoring default views to individual provider preferences.
- **Core Functionality:** Adds four modular widgets to the practitioner dashboard: Intake Forms (displays forms in 'completed' or 'started' status), Patient Documents, Prescriptions, and Appointment History/Uncharted Appointments. Providers can now click straight into appointment details, forms, or document updates. Additionally, an update lets users define how chart windows open by default.
- **Technical Implementation / Config:**
    - **Dashboard Widgets:** Toggled directly on the practitioner dashboard interface.
    - **Chart View Defaults:** Configured per individual user. Navigate to the practitioner profile, click **Preferences**, and select the default layout for the chart view (e.g., bottom-right overlay, full screen, or open in a new window).

### Feature Title: Letter Format Deactivation

- **Problem Solved:** Curates and reduces clutter within the practitioner/admin drop-down selection menus as organizations migrate from old letter templates to the newer PDF Form Builder.
- **Core Functionality:** Allows administrators to archive obsolete letter templates without deleting historical data. Inactive formats are hidden from the standard workflows but remain accessible for audits and reactivation.

<p class="callout warning">**Missing Technical Detail**  
The speaker referenced deactivating letter formats from a drop-down list but did not explain specific navigation paths or button clicks in the administration menus.</p>

### Feature Title: Patient Portal Booking Shortlinks

- **Problem Solved:** Bypasses the traditional, click-heavy public booking sequence (location &gt; service category <span class="math math-inline">&gt;</span> service &gt; practitioner) to optimize the onboarding funnel for new or symptomatic patients.
- **Core Functionality:** Generates specific URL paths that auto-populate target parameters (such as the clinic location, a unique provider, or a precise service duration), taking the user directly to the final scheduling calendar.
- **Technical Implementation / Config:**
    - **Prerequisite:** Public booking must be explicitly enabled in system settings.
    - **Location-Specific URLs:** Retrieved via Admin account login under **Clinic Profiles**.
    - **Provider-Specific URLs:** Retrieved via individual **Practitioner Profiles** under the **QR Code** tab using the quick button. If a provider spans multiple clinics, a location prompt will generate separate unique URLs per site.
    - **Service-Specific URLs:** Must be manually grabbed from the live user-facing patient portal. The admin proceeds through the desired workflow combination (e.g., 60-minute massage), stops at the calendar screen, and extracts the full generated URL parameter string to use as a hyperlink on external clinic websites or the portal's internal text fields (**System Settings &gt; General &gt; Portal &gt; Messages**).

### Feature Title: QR Code Link Hubs &amp; Contact Scrubbing

- **Problem Solved:** Facilitates low-friction offline-to-online transitions inside physical clinic spaces, allowing patients to self-triage or discover digital content via mobile devices.
- **Core Functionality:** Generates physical posters containing either a "Single Link" or a comprehensive mobile "Link Hub" page (such as a checklist for booking, arrivals, or viewing practitioner exercise libraries).
- **Technical Implementation / Config:**
    - Accessed via the **QR Code** tab present on all staff, admin, and clinic profiles.
    - Supports custom Hex/RGB brand color configuration.
    - Provides options to download the raw graphic or copy the destination link.

<p class="callout success">**Best Practices** <span style="text-decoration: underline;">Data Privacy Check:</span> Practitioner profiles automatically bundle phone numbers and email strings into generated QR codes to make contact-saving seamless. Administrators **must** ensure personal cell numbers or personal email addresses are removed from the practitioner profile fields and replaced with professional clinic details prior to printing out QR codes.</p>

### Feature Title: Contactless Patient Self-Check-In

- **Problem Solved:** Offloads reception workflows during peak operational hours, lunchtime gaps, or front-desk staff absences.
- **Core Functionality:** Allows patients to scan an on-site QR code, search their name against the current daily roster, and update their appointment status to "Arrived" instantly. This triggers an automatic live-refresh on the provider's schedule screen.
- **Technical Implementation / Config:**
    1. Navigate to **General System Settings &gt; Modules &gt; Advanced**.
    2. Toggle **Patient Arrivals** to enabled.
    3. Navigate to **Portal &gt; Patient Arrivals** to customize messages and authentication types (e.g., "Reception Check-In" type-ahead search, resource room matching, or magnetic swipe card readers).
    4. Copy the refined arrival workflow URL and attach it to a single-link clinic QR code poster.

<p class="callout info">**Caveats &amp; Limitations** <span style="text-decoration: underline;">Privacy Limitations: </span>To prevent unauthorized exposure of PHI (Protected Health Information), the text search function strictly outputs names and contains zero identifying sub-data (like phone or DOB). Consequently, this feature is highly discouraged for high-volume clinics displaying multiple duplicate names (e.g., several "John Smiths" scheduled on the same calendar day).  
  
The type-ahead registry is hard-restricted to the current date's schedule data.</p>

**Keywords:** juvonno-software, patient-portal, qr-codes, dashboard-widgets, appointment-scheduling

Source: [https://drive.google.com/file/d/1mnYZGmShCfjBMlXvX4xGykZiEx2FHGn6](https://drive.google.com/file/d/1mnYZGmShCfjBMlXvX4xGykZiEx2FHGn6)