Create an invoice
1.Log in to your
MySOAP account from myro.ca.
2.Click on the dropdown arrow next to
MySOAP Notes on the left side of
the screen, and select
Booking -> Booking.
3.Find the appointment for which you need to generate an invoice. Hover over it, click the drop-down arrow to the
right of
Intake, and select
Invoice.
4.You can select the
Invoice Type, choose whether to add
Tax, change the treatment
Date,
Duration, and
Price. Multiple services of
the same type provided by the same therapist at one location for the same client can be included in a single
invoice by using the
Add Item option.
5.Tap
Submit to confirm the invoice.
Note: You cannot create invoices if your identification is
Client.
Fill in SOAP Notes
1.Log in to your
MySOAP account from
myro.ca.
2.Click on the dropdown arrow next to
MySOAP Notes on the left side of the
screen, and select
Booking -> Booking.
3.Find the appointment for which you need to fill in SOAP Notes. Hover over it, click the drop-down arrow to the
right of
Intake.
4.Choose
Treatment Plan,
Treatment
Notes or
Consent for Assessment and
Treatment of Sensitive Areas to fill in.
5.Tap
Submit to confirm the SOAP Notes.
Schedule an appointment for a client as a clinic
1.Log in to your
MySOAP account from
myro.ca.
2.Ensure you are currently logged in as a
clinic. You can refer to the
Identity switch section to change identities if needed.
3.Click on the dropdown arrow next to
MySOAP Notes on the left side of the
screen, and select
Booking -> Booking.
4.Select the
Clinic where the treatment will take place (e.g.,
clinic2), the
Date, and the
Service (e.g.,
Massage). If the clinic
offers multiple types of services, you can select multiple services, and the available times for all eligible
therapists will be displayed.
5.Select an available time slot for a therapist. Click the grid corresponding to the desired start time, choose
or add a new
Client, and select the required
Service. If needed, you can change the start
time,
Duration, and provide a brief
description of the treatment goal. You can also add multiple appointment slots by ticking
Add multiple items. Click
Submit to confirm
the appointment.
6.If the appointment is successfully scheduled, a
Booking Success window
will pop up. Click
Send to send the appointment details to the client's
email.
Schedule an appointment for a client as a therapist
1.Log in to your
MySOAP account from
myro.ca.
2.Ensure you are currently logged in as a Therapist. You can refer to the
Identity
switch section to change identities if needed.
3.Click on the dropdown arrow next to
MySOAP Notes on the left side of the
screen, and select
Booking -> Booking.
4.Select the date and treatment items (such as
Massage). If the therapist
offers multiple treatment services, you can select multiple
Service items,
and all available appointment times that meet the criteria will be displayed.
5.Select an available time slot. Click the grid corresponding to the desired start time, choose or add a new
Client, and select the required
Service. If needed, you can change the start
time,
Duration, and provide a brief
description of the treatment goal. You can also add multiple appointment slots by ticking
Add multiple items. Click
Submit to confirm
the appointment.
6.If the appointment is successfully scheduled, a
Booking Success window
will pop up. Click
Send to send the appointment details to the client's
email.
Add a clinic
1.Log in to your
MySOAP account from
myro.ca.
2.Ensure you are currently logged in as a
clinic. You can refer to the
Identity switch section to change identities if needed.
3.Click on the dropdown arrow next to
MySOAP Notes on the left side of the
screen, and select
Clinic Manage.
4.On the
Clinic Manage page, click the
Add
Clinic button. Fill in the corresponding fields:
Clinic Name,
Address.
5.Tap
Submit to add a clinic.
Add a therapist to a clinic
1.Log in to your
MySOAP account from
myro.ca.
2.Ensure you are currently logged in as a
clinic. You can refer to the
Identity switch section to change identities if needed.
3.Click on the dropdown arrow next to
MySOAP Notes on the left side of the
screen, and select
Clinic Manage.
4.On the
Clinic Management page, click the
Detail button next to the clinic where you want to add a therapist (e.g.,
clinic2).
5.In the
Clinic Detail pop-up window, click the
Add Therapists button, enter the
First
Name,
Last Name,
Gender, and
other information, then click
Submit to confirm and submit.
6. After successful submission, there will be an additional therapist. Move the mouse to the pencil, click on
Detail to view details and edit
7.Fill in the necessary settings such as license and service price list in the
Therapists Detail pop-up window, click
Save
to confirm and submit.
Join a clinic
1. Log in to your
MySOAP account from
myro.ca. Only users or therapists need to join the clinic
2.Go to the Personal Center
Profile--> Basic Info, click the
Add button, and fill in the
Invitation
Code for joining the clinic.
3. Click
Submit to confirm joining .
Fill in your license information
1.Log in to your
MySOAP account from
myro.ca.
2.Ensure you are currently logged in as a
Therapist. You can refer to the
Identity switch section to change identities if needed.
3.Click on the dropdown arrow next to
MySOAP Notes on the left side of the
screen, and select
Profile.
4.On the
License page, click the
Add
button. Based on the type of license you hold (e.g., acupuncturist or massage therapist), fill in the
corresponding fields:
License Name,
Name, and
License Number.
5.Tap
Submit to confirm your license info.
Identity switch
1.Log in to your
MySOAP account.
2.Click on the dropdown arrow next to
MySOAP Notes on the left side of the
screen, and select
Profile.
3.Select
Switch Identity, and click on the corresponding identity to switch
to.
Note: Switching to the identity of a
Therapist requires completing license
information; switching to the identity of a
Clinic requires adding clinic
information.
Invoice Settings
1.Log in to your
MySOAP account from myro.ca.
2.Click on the dropdown arrow next to
MySOAP Notes on the left side of the
screen.
3.Select
Basic Config
3.1Add practice location
3.1.1Click the
Add button on the
Location
List page.
3.1.2 Enter the required information in the appropriate fields.
3.1.3 Tap
Submit to confirm your practice location.
3.2 Set your invoice number format
3.2.1 Switch menu
Invoice Config -->Setup tab.
3.2.2 You can fill in a character identifier (such as AB) and a start number (such as 00001) in the box below
Invoice Start Number. The first generated invoice number will then be
AB00001.
3.2.3 Tap
Submit to confirm your settings.
3.3 Configuration for sending invoices via email
3.3.1 Choose the
Email Config tab from the
Invoice Config menu.
3.3.2 Please refer to the respective email provider's configuration instructions for setting up various email
accounts.
Configure Gmail for sending invoices;
Configure Outlook for sending invoices;
3.3.3 Click on
Test in the bottom to perform a test. If successful, it will
display
Success.
3.3.4 Tap
Submit to confirm your email configuration.
Note: You cannot perform invoice settings if your identification is
Client.
Configure Gmail for sending invoices
1.To create an application-specific password, please refer to the instructions at
https://support.google.com/mail/answer/185833?
hl=en . Scroll down to the Create & use app passwords section.
1.1 Go to your Google Account at
https://www.google.com/intl/en/account/about/.
1.2 Select
Security.
1.3 Scroll down and find
How you sign in to Google, then turn on
2-step verification.
1.4 Select
App password in the bottom of the page.
1.5 Enter a name for your app-specific password, such as
MySOAP.
1.6 Select
Generate, and record the generated 16-character app password,
then click
Done.
2. Set up the email address for sending invoices within
MySOAP Notes
2.1 Log in to your
MySOAP account from
myro.ca and click on the dropdown arrow next to
MySOAP Notes on the left side of the screen. Then select
Basic Config -> Location List to access
Email
Config.
2.2 Gmail configuration within MySOAP Notes
2.2.1
SMTP Server: smtp.gmail.com
2.2.2
SMTP Port: 587
2.2.3
SMTP Email: Please enter your Gmail email address.
2.2.4
Password: Please copy the 16-character application-specific password
generated by 1.6 and paste it here.
2.2.5 If you check
public config from info@myro.ca, invoices will be sent from this default email address.
2.2.6 The text
{{company name}} below
Comment can be replaced with your company name.
2.3 Click on
Submit to confirm the configuration.
Configure Outlook email for sending invoices
1. Create an application-specific password.
1.1 Sign in to your
Outlook email
https://account.live.com/proofs/Manage/ .
1.2 Enable the
Two-step verification (Skip this step if
Two-step verification is already enabled):
Scroll down on the
Security page to find the
Two-step verification option under
Additional
security, click on
Turn on to activate Two-step verification. On the
Set up two-step verification and
Use app
passwords to set up your smartphone pages, click
Next. On the
Other apps and devices also need an app password page, click
Finish.
1.3 From the
Security page, locate the option for
App passwords, then click on
Create a new app
password. Take note of the 16-character application password generated on the page of
Use this app password to sign in, and click
Finish.
2. Set up the email address for sending invoices within
MySOAP Notes
2.1 Log in to your
MySOAP account from
myro.ca and click on the dropdown arrow next to
MySOAP Notes on the left side of the screen. Then select
Basic Config -> Location List to access
Email
Config.
2.2 Outlook email configuration within MySOAP Notes
2.2.1
SMTP Server: smtp-mail.outlook.com
2.2.2
SMTP Port: 587
2.2.3
SMTP Email: Please enter your Outlook email address.
2.2.4 Password: Please copy the 16-character application-specific password generated by 1.3 and paste it
here.
2.2.5 If you check
public config from
info@myro.ca, invoices will be sent from this default email address.
2.2.6 The text {{company name}} below Comment can be replaced with your company name.
Click on
Submit to confirm the configuration.
Send the invoice via email
1. Log in to your
MySOAP account from
myro.ca.
2. Click on the dropdown arrow next to
MySOAP Notes on the left side of
the screen.
3. Select
Invoice History.
4. Find the invoice you want to send in the invoice list, or type keywords in the text box to the left of
Search to locate the desired invoice.
5. Tap
Send Email, then click
Send on
the pop-up page to send.
Note: You cannot send invoices via email if your identification is
Client.
View the invoices that have been sent via email
1. Log in to your MySOAP account from
myro.ca.
2. Click on the dropdown arrow next to
MySOAP Notes on the left side of
the screen.
3. Select
Email History.
4. In the
Email History invoice list, you will find all attempted invoices
for sending. Alternatively, enter keywords in the text box on the left-side of
Search to locate previously sent invoices.
Status:
success indicates successful sending, while
Status: pending
indicates sending failure.
5. You can click on
ReSend to resend the invoice via
email.
Invoice Charge
1. Invoice List,When the
Paid Amount($) less than the total($)) , you need
to click on the
charge button to make the payment.
2. On the
Charge page, the blue box displays invoice information, and the
red box displays the customer's
prepayment list and
payment operations
3. Invoice information include
invoice total charge ,has paid amount,need charge
amount
4. Pripaid history refers to the records of prepayments that customers can pay. Each prepayment displays the
Check Amount, has paid amount, balance amount, and
paid amount
5. Fill in the text box in the
Paid amount column with the invoice amount
that can be paid by the current prepaid warehouse, and click Submit to complete the current payment.
6. If the advance payment is not enough, you need to click add collect to add the advance
payment
Add a prepayment
1. pay amount:Advance payment amount
2. Pay method:payment method
3. Check number:Check number, if remittance is made using this
4. Comment: Comment Description
Payment History List
1、Click on the Pay Histories menu to enter the payment history list
2、The list displays every advance payment information made by the customer
1. Payid:Prepayment serial number
2. CustomerId:customer Id
3. Customer Name:Customer Name
4. Pay amount:The amount of customer advance payment
5. Used amount:Advance payment has been applied to the invoice amount (click on info to see which invoice has
been specifically applied)
6. Remain amount:The remaining amount that can be invoiced
7. Pay method:payment method
8. Pay data:Payment Time
Click on the
info page displayed in the
Used
amount column
1. Business:Related business, such as invoice number BAC0014
2. Pay Amount:Balance the invoice amount
3. Pay date: payment date
4. Action:
Return can be refunded (if you want to transfer the prepayment
to other invoices, you can return first and then reconcile with other invoices)