Acupuncture Practice Management Software by Jasmine Software

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

Monday, September 15, 2014

Multi-room Online Patient Scheduling

One of the many great things about being an acupuncture medical professional is the the ability to scale yourself and treat and help multiple people at the same time. For acupuncturists, the uniqueness of this trait presents a problem in finding an online patient scheduling service to fit this need. Many times, acupuncturists make unhealthy modifications and workarounds to existing online patient scheduling services to be able to manage multiple rooms.

Now, with Jasmine Practice Management, acupuncturists no longer need to force a product to fit their needs. Jasmine Practice Management supports multi-room scheduling from the online patient scheduling widget.

Acupuncturists are now empowered to have patients self schedule and fully utilize all the office's resources to treat and care for patients.

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

Minto Tsai

Tuesday, August 26, 2014

The New Calendar+

Appointment scheduling is one of most important functions of an acupuncture practice. A practitioner needs to quickly and easily book appointments and move to the next important task at hand.

The initial calendar offering from Jasmine Practice Management was the default Salesforce calendar. While this was a great first start, we learned from customer feedback that it was insufficient. Based on feedback, some of the new changes include:

Display shorter time increments

The new calendar now shows in 15 minute increments instead of 30 minute increments. This provides easier viewing of appointments start and end times.

Easier appointment creation

Creating an appointment is now easier. The appointment creation dialog provides a quick patient lookup as well as having the Service more easily selectable.

Overlapping appointments

A unique and wonderful feature of an acupuncture practice is the ability to treat multiple individuals at the same time. This allows for providing medical care at scale. The Calendar+ allows for scheduling multiple overlapping appointments.

Drag and drop appointment rescheduling

The ability to easily reschedule appointments by drag and drop makes for a more efficient practice and better way of interacting with the Calendar.

As we move forward, we will continue to enhance the new Calendar+ to help acupuncturists with this crucial task in managing their practice and to look for ways to increase efficiency and productivity.

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

Minto Tsai