Using the Jisti Application
Introduction to Jisti
- Getting Started with Jisti
- Jisti Glossary
- How to sign-up for a new Jisti account
- How to activate your Jisti account
- How to login and logout of Jisti
- How to navigate around Jisti
Getting Support from Jisti
Managing Clients
- Clients Page
- How to add and edit a client record
- How to search and view clients
- How to identify clients in groups
- How to add a client via a session
- Creating sessions for a client
Managing Sessions
- Page Help
- How to use the session calendars
- How to make and manage sessions
- Using session statuses to track sessions
- How to categorize sessions
- How to assign service tags for sessions
Using Case Notes
Creating Invoices
Tracking Expenses
Using Reportings
Settings for Practitioners
- Settings Page
- How to change the business settings
- Impact of changing your business settings
- Impact of changing your Invoicing & Payments settings
- How to set up invoicing and online payments
- How to add client referrers