Popular Articles
Clinic Health - Unscheduled Production
How is unscheduled production calculated on the health screen? On the Jeeve Clinic Health Screen - Unscheduled Production shows the dollar value of outstanding treatment plans associated with patients attending in the next 7 days (excludes today). ...
What codes do I need to add to my PMS?
Some things simply cannot be tracked with your PMS. To work around this, we recommend that you create the following treatment item codes in your system - for use with Complaints, Follow-ups and Referrals. To add these, go to Location Setup --> Items ...
How do I connect to Xero / MYOB
Jeeve is integrated with both the Xero and MYOB accounting platforms. Once your account is connected, data is retrieved live from the Xero / MYOB servers for certain key financial charts shown in Jeeve Analytics. How To Connect To authorise Jeeve to ...
How do I set up my Followups?
Followup's are populated for you automatically each day in the Morning Huddle. Ideally these should be completed daily by your front desk staff. To cater for holidays, weekends / closed days and any busy days, any incomplete follow-ups will remain ...
Getting Started
Whilst most Jeeve Analytics features work out of the box - there are a few steps you should take after signing up to unlock all of the Jeeve functionality. For more information on handling each step in the setup process, click on the links below: 1. ...