Quickstart Guide

What codes do I need to add to my PMS?

Which custom codes are needed in my PMS software

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Written by Jeeve Solutions
Updated 1 year ago

How do I connect to Xero / MYOB

Connecting to Xero / MYOB

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Written by Jeeve Solutions
Updated 1 year ago

How do I set up my Followups?

Morning Huddle Followups

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Written by Jeeve Solutions
Updated 2 years ago
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Frequently Asked Questions

How current is the data in Jeeve Analytics?

When does the data get refreshed?

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Written by Jeeve Solutions
Updated 2 years ago

What is Jeeve Analytics?

What can Jeeve Analytics do for my practice?

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Written by Jeeve Solutions
Updated 2 years ago

How do I remove legacy providers?

Removing clinicians / providers who no longer work for you

JS
Written by Jeeve Solutions
Updated 2 years ago

Health Screen

Health Screen - Unscheduled Production

How is unscheduled production calculated on the health screen?

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Written by Jeeve Solutions
Updated 2 years ago

Health Screen - Chair Utilisation Rate

How is chair utilisation rate calculated on the health screen?

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Written by Jeeve Solutions
Updated 2 years ago

Health Screen - Pre-booked Visits

How is pre-booked visits calculated on the health screen?

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Written by Jeeve Solutions
Updated 2 years ago
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Morning Huddle

Morning Huddle - Dentist Performance

What is shown in the Dentist Performance tab?

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Written by Jeeve Solutions
Updated 2 years ago

Morning Huddle - Dentist Schedule

What is shown in the Dentist Schedule section?

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Written by Jeeve Solutions
Updated 2 years ago

Morning Huddle - Front Desk Reminders

What is shown in the Front Desk Reminders section?

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Written by Jeeve Solutions
Updated 2 years ago
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Google Reviews

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Written by Jeeve Solutions
Updated 9 months ago

Google Reviews - Adding your Google Link

How do I add my clinics google link to Jeeve?

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Written by Jeeve Solutions
Updated 8 months ago
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Written by Jeeve Solutions
Updated 8 months ago
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Follow Ups

Creating Follow-up Scripts

How do I create follow-up scripts?

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Written by Jeeve Solutions
Updated 2 years ago

Followup Scripts

What are follow-up scripts?

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Written by Jeeve Solutions
Updated 2 years ago

Completing a Followup

How do I complete a followup?

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Written by Jeeve Solutions
Updated 2 years ago
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Dashboard 1 - Clinician Analysis

Production / Collection

How is production and collection calculated?

JS
Written by Jeeve Solutions
Updated 2 years ago

Hourly Rate

How is Hourly Rate calculated?

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Written by Jeeve Solutions
Updated 2 years ago

No. New Patients

How is Number of New Patients calculated?

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Written by Jeeve Solutions
Updated 2 years ago
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Dashboard 2 - Clinician Procedures & Referrals

Procedure Analysis - General

How is Procedure Analysis calculated?

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Written by Jeeve Solutions
Updated 2 years ago

Clinician Referrals

How are clinician referrals calculated?

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Written by Jeeve Solutions
Updated 2 years ago

Conversion Predictor Ratio

What are the conversion predictors?

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Written by Jeeve Solutions
Updated 2 years ago
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Dashboard 3 - Front Desk

UTA Ratio

How is UTA Ratio calculated?

JS
Written by Jeeve Solutions
Updated 2 years ago

FTA Ratio

How is FTA Ratio calculated?

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Written by Jeeve Solutions
Updated 2 years ago

Number of Ticks

How is number of TICKs calculated?

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Written by Jeeve Solutions
Updated 2 years ago
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Dashboard 4 - Marketing

Total Visits

How is Total Visits calculated?

JS
Written by Jeeve Solutions
Updated 2 years ago

New Patient Cost

How is New Patient Cost calculated?

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Written by Jeeve Solutions
Updated 2 years ago

No. New Patients

How is No. New Patients calculated?

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Written by Jeeve Solutions
Updated 2 years ago
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Dashboard 5 - Finances

Total Discounts

How is total discounts calculated?

JS
Written by Jeeve Solutions
Updated 2 years ago

Production Per Visit

How is production per visit calculated?

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Written by Jeeve Solutions
Updated 2 years ago

Production % Per Clinician

How is production % per clinician calculated?

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Written by Jeeve Solutions
Updated 2 years ago
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User Management

User Roles in Jeeve

What permissions does each user have in Jeeve?

JS
Written by Jeeve Solutions
Updated 2 years ago

Adding a new user

How do I add additional users in Jeeve

JS
Written by Jeeve Solutions
Updated 2 years ago