Tools to Grow Your Acupuncture Practice | Jasmine Software: 2020

Sunday, November 22, 2020

Updates to Soap Notes, Receipts, and Calendar By Jasmine to save you time!

New Jasmine updates to make your practice more productive.

Edit Quantity on Add CPT Button (SOAP Note)

When adding CPT codes on SOAP Notes, you can specify the quantity on the Add CPT widget.

View Pricing and Edit Quantity on Add CPT Button (Receipt)

When adding CPT codes on Receipts, you can specify quantity & view the price.

Save and Print Notes on Receipts

Save and print notes to receipts to give additional instructions to your patients.

Print CMS-1500 Button

The print CMS-1500 button fixes a bug when printing in Salesforce Lightning.

Create New Contacts when Scheduling (Calendar By Jasmine)

When scheduling appointments using the Calendar By Jasmine App, 

Be Safe. Be Well.


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Wednesday, November 4, 2020

Creating & Tracking Acupuncture Packages

In this video, we go over the basics of creating & tracking acupuncture packages.

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Friday, October 23, 2020

Introducing New Text Marketing Features and More...

From the last announcement, we mentioned new features going forward would be built on top of the Salesforce Lightning user interface.

Below I'll go through some of the new features we're releasing on top of the new UI.

Text Marketing for Mass Communication

Many patients tell practices they prefer text messages over emails, as text messages provide a more direct way of communicating.

With text marketing, you will be able to mass communicate with your patients and keep them up to date with details of your practice.

Save Card to Keep Credit Cards on File

Many patients prefer to have their credit card on file, so it makes the check out process simple

The save card feature allows you to save and update your patients credit cards within Jasmine.

Email & Print Receipts both Simple & Superbills

When checking out, patients love getting a receipt to show payment.

However, they don't need a full Superbill every time

Simple receipts can be both emailed and printed, and, Superbills can be printed for patients.

Easier Package Tracking

Your patients love to buy prepaid packages.

You can now track packages in the number of packages sold rather than money and credit.

Both methods will be supported and will make it easier for different practice processes.

Deactivate Unused Services

Sometimes you need to retire old Services, you can now deactivate Services that are no longer used.

This will hide them from being selected for scheduling, while keeping them available for reporting past events.

Easier Access to Email Patients and Log a Call

In the new Lighting UI, the ability to Email patients and Log a Call are easier to access under the contact's Activity tab.

Be Safe. Be Well.


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Sunday, October 11, 2020

Getting Ready for Jasmine & Salesforce Lightning

In this video, we go over the basics of using Jasmine with Salesforce Lightning and how to navigate the new user interface!

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Thursday, October 1, 2020

Jasmine Passes the Salesforce Security Review, Again!

Recently, Jasmine, once again, passed the Salesforce Security Review.

The Salesforce Security Review uses a set of security best practices to test how well an application protects its data and identifies security vulnerabilities that a hacker, malware, or other threat can exploit.

All applications built on the Salesforce platform, including integrations, must pass the security review, periodically.

The security review uses both automated and manual methods

Automated security scanning looks through the application code as well as using industry standard tools, like the Open Web Application Security Project to identify security vulnerabilities.

In addition, Salesforce security experts manually test various parts of the application.

Below is a small sampling of common security threats that are tested for.

  • SOQL and SQL injection
  • Cross-site scripting
  • Nonsecure authentication and access control protocols
  • Vulnerabilities specific to the Salesforce platform, such as record-sharing violations

Acupuncturists deserve a secure practice management application.

Keep your patient data secure, Signup for Jasmine Today!

Be Safe. Be Well.


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Tuesday, May 12, 2020

Welcoming patients and COVID-19 Screening Forms

As many states start reopening and your acupuncture practice gets back to business, to keep you and your patients safe, you'll want to put processes in place like wearing masks and disinfecting, which you already know.

Many practices will also want to have patients sign a COVID-19 Screening Form to ensure patients are safe to return to your practice.

A new feature has been added in Jasmine to help you with this.

You can now send your COVID-19 Screening Form for patients to sign electronically before their appointment.

Hope you have a successful and safe reopening!

Be Safe. Be Well.


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Monday, April 20, 2020

Do You Sell A Digital Acupuncture Product?

Have you ever thought about creating a digital product?

As of today, April 18, 2020, due to the coronavirus, many states are under stay-at-home orders, and, have been for several weeks, since March.

A return to normalcy seems several weeks or months away. Maybe even a "new normal" as they say.

This is a great time for your acupuncture practice to go digital.

In the following post, I'll go over why and how your acupuncture practice can create a digital product.

Why create a digital product

Creating and selling a digital product has many advantages.

In these times, an important advantage of a digital product is that it's contactless. You can sell a digital product without meeting face-to-face.

Also, digital products have low overhead. After the initial time and cost of creating your digital product, the subsequent reproduction of a digital product is negligible.

Finally, a digital product gives you the freedom to make money while you're asleep. Since servers are always on, you can be open 24/7.

What digital products to create

Digital products have unlimited potential. Your imagination is all that you need. I'll give some ideas below that might spark that light bulb moment for you.

Digital products can come in different forms. The different forms usually correspond to your preferred way of communicating and your audiences' preferred way of consuming information.

Popular digital product formats are eBooks, videos, and, audio.

Start with one that feels comfortable to you.

Some ideas to get started might be:

  • Pressure points for at-home, self care
  • Diet workbook
  • Common herbal remedies for common illnesses
  • Herbal remedies you can make at home 

How to create a digital product

Much of creating a digital product is the upfront cost of researching and creating it.

The following is a short outline of steps to help you get started.

  • Reach out to your clients see what they would be willing to pay for
  • Decide on the medium (ebook, video, etc)
  • Create digital product
  • Test with 1-3 clients
  • Get reviews and testimonials
  • Sell online using a service like Gumroad

Be Safe. Be Well.


P.S. Whenever you're ready, here are two ways I can help you...

DOWNLOAD the Free Acupuncturists' SEO Blueprint:

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Monday, April 6, 2020

Keep Your Acupuncture Practice Afloat During Coronavirus

Has the coronavirus affected your acupuncture practice?

Unless you're living in a cave, the pandemic has likely affected your business in one shape or form.

Even if you're one of the lucky ones in a state with low cases and still open for business, you've likely seen lower patient traffic.

It's said that most businesses have one to three months of cash in the bank, which is and would be disastrous in a situation where we are locked down for extended periods of time. 

Even if the lockdowns were to end quickly, it's unclear, how fast the economy will bounce back.

If you're one of the smart ones who planned ahead with a rainy day fund to get you through a pandemic, hats off to you. You can skip the rest of this post.

If you're wondering, how you might make it through these bumpy times, read on.

Before we start, I just want to say, I'm not a financial advisor and all of this information is relatively new and subject to change. I'm just here to amplify the information as I know it at the time of writing. And, you'll want to seek financial advice for what's best for your business.


Recently, on March 27, 2020, the government passed the  Coronavirus Aid, Relief, and Economic Security (CARES) Act.

The CARES Act is a $2 trillion stimulus package to assist small businesses affected by the coronavirus pandemic.

The CARES Act provides two resources for small businesses, the Paycheck Protection Program (PPP) and the Economic Injury Disaster Loan (EIDL).

The Paycheck Protection Program (PPP)

The Paycheck Protection Program (PPP) is a Small Business Administration (SBA) loan designed to incentivize small business to keep their workers on the payroll.

The SBA will forgive loans if all employees are kept on the payroll for eight weeks and the money is used for payroll, rent, mortgage interest, or utilities.

The Economic Injury Disaster Emergency Advance & Loan (EIDL)

The Economic Injury Disaster Loan (EIDL) contains two parts, a grant part and a loan part.

The EIDL Emergency Advance is a grant to provide up to $10,000 to businesses experiencing temporary difficulties. The advance will provide economic relief to businesses that are currently experiencing a temporary loss of revenue. The loan advance will not have to be repaid.

The loan part of the EIDLs are lower interest loans of up to $2 million, with possible principal and interest deferment at the SBA's discretion, that are available to pay for expenses that could have been met had the disaster not occurred, including payroll and other operating expenses.

Paycheck Protection Program (PPP) vs Economic Injury Disaster Loan (EIDL)

The following infographic gives a summary of the differences of the two programs.

You'll want to check with the SBA for the fine print and details.

When to apply

Apply now! The money is distributed on a first come first serve basis.


These times are extraordinary.

Both the PPP and EIDL are great opportunities for acupuncture practices to get some economic relief from the coronavirus.

For those who need money immediately, the EIDL Advance grant looks like a great way to get a quick cash injection to pay your bills.

If you are a practice with employees on a payroll, the PPP might be a good option to keep your employees.

If you need more assistance than the EIDL Advance grant, you'll want to look into both PPP and EIDL loan programs.


Be Safe. Be Well.


P.S. Whenever you're ready, here are two ways I can help you...

DOWNLOAD the Free Acupuncturists' SEO Blueprint:

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Monday, March 30, 2020

Telehealth, COVID-19 and HIPAA and YOUR Acupuncture Practice

Have you been thinking about Telehealth lately, especially with COVID-19?

Many have been asking me about Telehealth.

In the following post, I'll go over Telehealth and what recent changes by the government means for you and your acupuncture practice.

What is Telehealth?

Telehealth is the ability for you to use various technologies to support long-distance health care.

Here's how the Department of Health and Human Services defines Telehealth:
"The Health Resources Services Administration defines telehealth as the use of electronic information and telecommunications technologies to support long-distance clinical health care, patient and professional health-related education, public health and health administration. Technologies include videoconferencing, the internet, store-and-forward imaging, streaming media, and terrestrial and wireless communications."

What are the new announcements?

The HHS recently announced it is relaxing the HIPAA requirements for health care providers to use any non-public facing remote audio or video communication technologies to provide telehealth to patients during the COVID-19 nationwide public health emergency.

In addition, the announcement applies to any health reason, regardless of whether it's related to the diagnosis and treatment of COVID-19.
"A covered health care provider that wants to use audio or video communication technology to provide telehealth to patients during the COVID-19 nationwide public health emergency can use any non-public facing remote communication product that is available to communicate with patients.  OCR is exercising its enforcement discretion to not impose penalties for noncompliance with the HIPAA Rules in connection with the good faith provision of telehealth using such non-public facing audio or video communication products during the COVID-19 nationwide public health emergency.  This exercise of discretion applies to telehealth provided for any reason, regardless of whether the telehealth service is related to the diagnosis and treatment of health conditions related to COVID-19."

What are non-public facing technologies?

Basically, you can use technologies that provide a private, direct communication between you and the patient.

Examples of technologies you can use are:

  • Apple FaceTime
  • Facebook Messenger video chat
  • Google Hangouts video
  • Zoom
  • Skype

How can Telehealth you?

During this time of uncertainty, many practices are being force to temporarily close due to state and city wide lockdowns.

Many practices will have difficulty seeing patients during this time.

The temporary closures leave many patients unable to get care from the provider they've been accustomed to, during this time of uncertainty and stress.

Using Telehealth will give you the ability to provide some level of care to your patient while helping them through these difficult times.


Be Safe. Be Well.


P.S. Whenever you're ready, here are two ways I can help you...

DOWNLOAD the Free Acupuncturists' SEO Blueprint:

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Sunday, February 9, 2020

Can acupuncturists send birthday emails?

Do you like your birthday? It's the day you were born!

I think most people like their birthday, me included, even if the celebration of it can be a bit awkward.

If you're not sending birthday emails to your patients, in the following post, I'll give you some tips.

Why send birthday emails?

To build and grow your patient relationships, you need to realize that many patients want to know their healthcare provider cares about them individually, in addition to their health and well-being.

At the core, this is customer service and marketing for your practice.

Wishing your patients Happy Birthday is a simple way to show them you care!

Is it HIPAA?

Sending birthday emails does NOT violate HIPAA. But, there are a few things you should know.

The most important thing is to get consent and to make it explicit to patients that they can opt-out from your mailing list.

Also, since patients' full birthdates are considered Personally Identifiable Information or PII, you don't want to include them in your emails.

Where to collect birthdates?

The first step is to start collecting your patients' birthdates.

Most practices are already doing this as part of the intake process. If you're not, you'll want to start!

After collecting your patient's birthdates, you'll want to make sure they're entered into your practice management system, CRM, or email marketing tool, like MailChimp.

How to automate?

You want to put your birthday emails on autopilot.

Using a system to remind you of patient birthdays will help you in sending them out.

A simple solution is to schedule birthdates in your calendar, like a Google Calendar, that reminds you to send your birthday emails.

However, this still requires the manual step of emailing.

To be more advanced, you'll want to use a system that automatically sends the emails for you.

How should emails look?

Your emails should be short and simple.

The important thing to remember is to avoid including Personally Identifiable Information (PII) and Protected Health Information (PHI).

How does Jasmine help?

Jasmine helps you with the collection of birthdates with electronic intake forms.

In addition, Jasmine will automatically send birthday emails on the patients' birthday.

The birthday emails in Jasmine can be customized and personalized by you for your patient.

Happy Birthday to YOU... 🎶

Minto Tsai

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Sunday, January 5, 2020

New Intake by Jasmine App v2.0 & Happy New Year!

Happy New Year, ya'll!

As, I'm planning for 2020, I'm excited for what's in store for Jasmine and the innovations to help you grow your acupuncture practice this coming year!

New Intake by Jasmine App v2.0

The first update of the year is the NEW Intake by Jasmine App v2.0.

Many of you know the Intake by Jasmine App is an iPad and Android tablet app that helps you go paperless by allowing patients to fill out your intake form electronically, while at the office.

The new update is a complete rewrite to be more stable and give us the ability to make changes easier and faster.

The most noticeable change in the new app is the use of biometric to log in. If your device supports face recognition or fingerprint recognition, you'll be able to use them to log into the app.

To checkout the Intake by Jasmine App, first, sign up for an account and, then, download the app from the links below for your device:



Log in with FaceId on iPad

Happy New Year!

Minto Tsai

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