Acupuncture Practice Management Software by Jasmine Software

Monday, June 29, 2015

Online Patient Intake Forms


One of the most time consuming aspects of treating a new patient is spending the patient filling out their intake forms. After the forms are filled out, they then need to be reviewed and subsequently filed away.

Now, as part of Jasmine Practice Management, patients can fill out your patient intake forms online and before their appointments. The best part, all the information flows directly into Jasmine Practice Management automatically and without you having to enter their data.

Here's a quick overview of the new feature:

Create customizable intake forms

The intake forms are easy to customize and add new fields you would like to collect in your practice. Out of the box, Jasmine Practice Management provides a simple intake form template which can be updated to look like your current forms.

Save time for both you and your patients

Now, your patients can have their intake forms filled out before their appointment while you review their information before the visit. And, you no longer need to scan or enter the information into Jasmine Practice Management.

Secure and HIPAA compliant

All the intake information is securely transferred from the patient and stored within Jasmine Practice Management.

As always, I love to hear from you. Feel free to drop me a line. You can reach me at

Minto Tsai

Monday, June 22, 2015

Networking with Medical Providers to Grow Your Acupuncture Practice Part 2 by AAAOM

As part of the AAAOM practice management committee, they've putting together a series of videos to give the acupuncture community actionable advice on growing their practice. This is the second part of the discussion about how to approach and network with other medical providers. For the previous post and video, click here. We’ve highlighted some of the main points from the video in this blog post.

How do I follow up after my initial meeting with the doctor?

It's usually a good idea to send a brief email the next day, thanking the doctor and office staff members for taking the time to meet with you. (It's very important to take some time to meet the office staff members and learn their names. You'll likely contact these people frequently during your business relationship with the medical practice.)

Then, sometime within the next two to six weeks, call and request a longer meeting with the doctor, preferably over a lunch date. (Don't wait longer than three months for this follow up contact.)

At this point, you "schmooze" with one another and become better acquainted on a personal level. The doctor will probably ask you questions about your practice. Elaborate upon your areas of interest, and your skill set. Try and develop a stronger professional relationship by communicating with one another on an authentic personal level, but don't confuse the doctor by using TCM terminology.

This is the time to ask the physician how you as an acupuncturist can offer assistance to the medical practice? Express your willingness to make a contribution of your professional time, either by writing an article for the practice newsletter about acupuncture, or by participating in a workshop or office seminar conducted by the medical practice. If you like public speaking, you might offer to address a local medical organization or society to discuss acupuncture.

The next day, follow up with a personalized email thanking the doctor for meeting with you. Good practice suggests sending along some literature or brochures about your practice at this point.

How do I communicate professionally with doctors about referrals?

First, always avoid employing TCM terminology during your communications with physicians. They usually do not understand the vocabulary of Traditional Chinese Medicine and they will find references to "Qi" or "excess heat in the liver" confusing. Instead, try and keep your discussions framed in terms of biomedical science and basic Western anatomical/orthopedic examination terms.

When discussing a referral case, it makes sense to use a form for communications purposes. The AAAOM can supply convenient forms for your use.

Big thanks to The American Association of Acupuncture and Oriental Medicine's (AAAOM), Andy Rosenfarb, LAc. and Jamie Davis, LAc. for putting together another great video for acupuncturists looking to grow their practice.

As always, I love to hear from you. Feel free to drop me a line. You can reach me at

Minto Tsai

Friday, May 22, 2015

AAAOM on Networking with Medical Providers to Grow a Practice

The American Association of Acupuncture and Oriental Medicine's (AAAOM) Joshua Saul, LAc. and Andy Rosenfarb, LAc. put together a helpful video for acupuncturists looking to grow their practice.

Joshua Saul is an acupuncturist in Atlanta, Georgia. Josh received his MAcOM from AOMA: Graduate School of Integrative Medicine. He's also the Student Organization President for AAAOM.

Andy Rosenfarb practices acupuncture in Westfield, New Jersey. He earned his MAOM from Pacific College of Oriental Medicine. Andy is on the board of directors of AAAOM and on their practice management committee.

As part of the AAAOM practice management committee, they are putting together a series of videos to give the acupuncture community actionable advice on growing their practice. Today's we're featuring a talk about how to approach and network with other medical providers. We’ve highlighted some of the main points from the video in the blog post.

How do I reach medical doctors for referrals?

Start by targeting specific healthcare professionals in your community. The "target" physicians are the one who are open to acupuncture and alternative medicine.

A few suggestions on how to reach medical doctors are:
  1. Help get your patients to talk to their doctors about you
  2. Identify & target the doctors in your area

    Steps to targeting doctors:
    1. Google "general medicine physicians" for your specific town to create a master list
    2. Call each of these providers on your master list
    3. Speak to the doctor directly, or their assistant
    4. Tell them: "I am looking for physicians in this area interested in crating referral relationships"
Tip: Be prepared for a lot of no's. That's ok! It only takes one yes to impact your practice!

How do I show up to the meeting in a way where they will want to refer to me? Also, as an acupuncturist, how do I help them?

Approach with the mentality that you are there to build a long term relationship and start with giving before receiving.

"It's not what can they do for us, but what can WE do for THEM.
First thing we want to do is GIVE."

Tip: Do NOT ask for referrals. Initial meeting should be about GATHERING information, not providing it.

What materials should I bring to the meeting?

The first meeting is for building a relationship, so you will not bring any materials. 

Tip: This meeting is not about GETTING referrals, it is about BUILDING a relationship.

If you enjoyed this video, you can email comments and questions to the AAAOM Practice Management Committee at

As always, I love to hear from you. Feel free to drop me a line. You can reach me at

Minto Tsai

Tuesday, March 24, 2015

Jennifer Dubowsky's Interview with MeetAdvisors

Jennifer Dubowsky, recently, gave a really good interview with MeetAdvisors, an online business advice show. The interview covers several topics that acupuncturists can take to heart when starting their business, starting a blog and growing a social media presence.

Jennifer is a well known acupuncturist and blogger in Chicago. She's written a book called Adventures in Chinese Medicine, which easily explains Traditional Chinese Medicine in a fun and friendly way. She also keeps a great blog and website at And, she can be found on Twitter at @tcm007.

Below are some of the key points I took away from the interview which is embedded above.

Starting a small business

1) Low Overhead

“The lower you can keep your overhead, the better. Especially, when I started, but even now, I go by that, is you're going to be a lot slower. And if you sign some big 4 year lease, or you have a whole bunch of money or a big business loan, it's going to be really hard to meet that every month. Where as if you have low overhead, if you've got a slow month, you won't go out of business.”

2) Being Giving

“Being open, trying to come from a place of abundance rather than from a place of scarcity. I see that a lot with people in business, they feel that they need to grab or take rather than give.”

Starting a blog

1) Adding Your Personality

“Originally I wrote mainly about Chinese Medicine. I wrote a lot about research studies. And I think that stuff is very important when you can give people hard facts and statistics. But it can also be boring. And what I started to add into my blog was a little bit more of myself.”

2) Timely Topics

“For example, when Valentines Day was coming up, I wrote a post about Chinese herbs that can boost your kidney Qi which basically means boot your libido and your love life.”

3) Connecting with people

“I've also written a few post just about gratitude about thank you for coming to my blog and this is why and mentioning people.”
 “Making connections with people who are like minded who will share your content and hopefully you like their content and it works together to both share.”

4) Continually Doing It

5) Social Media

“And then my blog, getting it out there on social media is huge. That makes a very very big difference in it being found. And then of course using keywords in the titles and the content.”

Growing Social Media Presence

1) Have Fun

“For me I really realized how much I enjoyed having some visuals.”

2) Build Relationships

“People don't realize you are making relationships. So, there are people like on twitter quote unquote I might have tweeted with or chatted with for a year and then they hit me up and say hey, "Can I come in for an appointment?" Or, "I really like that article" and they start sharing it.”

If you enjoyed the interview, you can thank Jennifer on Twitter at @tcm007. And I'm sure she'd appreciate it if you shared the video with your friends.

As always, I love to hear from you. Feel free to drop me a line. You can reach me at

Minto Tsai

Tuesday, February 24, 2015

Easily Add ICD and CPT Codes

In the past, adding ICD and CPT Codes to SOAP Notes within Jasmine Practice Management was a bit cumbersome. In the latest release, we're making it easier and quicker to enter ICD and CPT Codes to SOAP Notes.

Two new buttons have been added to SOAP Notes called "Add ICD" and "Add CPT".

After clicking on the respective buttons, a modal dialog is presented which shows currently selected ICD or CPT Codes.

Selecting ICD or CPT Codes can easily be done by using the typeahead function, which searches both code number and description. 

Once an ICD or CPT Code is selected, they are saved to the SOAP Note.

As always, I love to hear from you. Feel free to drop me a line. You can reach me at  

Minto Tsai

Wednesday, February 18, 2015

Happy Chinese New Year 2015!

Happy Chinese New Year! From your friends at Jasmine Software, wishing you good health, good luck and much happiness throughout the year.

Thursday, October 16, 2014

Community Acupuncture Scheduling

Community Acupuncture is an amazing way for acupuncturists to scale and provide quality healthcare to many people at the same time. In the past, scheduling patients for community acupuncture has been difficult, mainly because the scheduling applications on the market don't address the needs of distinguishing chairs and private rooms and allowing for overlapping appointments.

I'm excited to announce that Jasmine Practice Management can now schedule patients for both community acupuncture and private rooms.

The configuration for setting up community acupuncture scheduling is very simple. The first step is specifying the number of treatment chairs and the frequency to check for availability.

Next is to define the hours of operations for community acupuncture.

And lastly, defining a new service for community acupuncture.

Patients can now offer and schedule both Community and private room acupuncture from the same scheduling widget. 

For the acupuncture community, having a modern solution tailored for the needs of acupuncturists will help move the profession forward in the ever changing healthcare landscape.

As always, I love to hear from you. Feel free to drop me a line. You can reach me at

Minto Tsai