Using the Jisti Application
Introduction to Jisti
Getting Support from Jisti
Managing Clients
- Clients Page
- How to add and edit a client record
- How to inactivate a client
- How to search and view clients
- How to identify clients in groups
- How to add a client via a session
Managing Sessions
- Page Help
- How to use the session calendars
- How to make and manage sessions
- How to delete a session
- Using session statuses to track sessions
- How to categorize 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