Welcome to Jarvis – Getting Set up

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This course is a “how to” guide on setting up your Jarvis system using the Configuration Module. Below is a checklist of tasks that you will need to complete to setup your instance of Jarvis for the first time.

 Start by going to Configuration – This is where all the administrative rights come into play, and the central location to setup Jarvis.

 Determine your Basic Settings – This is the location where you will turn off or on what you would like to see on your Dashboard. Read the guide to learn more details.

 Add Users and define their roles– Go to this tutorial and learn how to create new users, and determine which role each person in your company will pay. Remember, a unique email address is needed per user account.

 Determine Locations– displays your locations, PMS, Version and allows the ability to turn on/off the functionality of Jarvis being able to send data back to your PMS. (if you make notes in Jarvis, we can write back to your PMS if desired) *Some limitations exist where this may not be available.

 Next define your Email Settings– setting this up will enable Jarvis to send EOD and Morning Huddle reports automatically at the time of your choosing.

Configure your Provider settings– review the providers that are populating, and ensure they are in the right locations. Toggle their tracking metrics on/off to identify their line of business(LOB) 

    • Why is this so important? If a Provider is not toggled to the proper LOB, the KPIs module will not understand where to apply their production.
    • Have a new provider that’s not displaying in the list? They will show in Jarvis as soon as they have production for the first time and we sync with your PMS.

Decide the exact numbers for the Goals you want for your team– Go here to enter your Goals for your offices. Add goals on important metrics like Gross/Net Production, Collections, NPs, etc. If you do not want to set a goal in one of these core metrics, just leave it blank. Want to upload all your goals at once? Use the Upload CSV button.

Establishing your office’s Calendar schedule– this is one of the MOST important areas in Configuration. If your office hours are not set, Jarvis will use default calendar hours which are MON-THURS 8 hours, FRI-SAT 4 hours.

    • This setup step is so important because certain KPIs such as Avg Prod Per Hour will calculate based on the default schedule if you don’t enter in the real schedule, as well as several other tables and metrics will populate incorrectly. So please do not skip this step.

Update your Code Mapping– this is where you can map specific data points together to create a more condensed view of repetitive information throughout the platform. A large use case here is Payor Mapping. If you are looking at Payor Data, you may see 75 different Delta Dental Plans. Payor Mapping allows you to map all 75 of those together when looking at the Payor Data so the list is condensed for easier viewing. (Note: condensed data can also be expanded so full transparency remains)

Approving your KPIs– Your Key Point Indicators should already be in Jarvis at this point, if not, you will have the default metrics that are the industry standard. Your job here is to review and decide which KPIs are important to your organization. Once you decide, you will send a list to your Customer Success Manager of anything that you’d like changed.

Determine what you want to see in the EOD/Huddle Settings– You will see all of the metrics that you can include on your End of Day and Morning Huddle Reports. You have the ability to toggle on/off the metrics of your choosing.

Defined your Snapshot Settings- You will see all of the metrics that you can display on your custom Snapshot dashboard. You have the ability to toggle on/off the metrics of your choosing.

Not Critical Tasks

Create Auto Reminders– this is a great task to complete, as it allows you to automate your reminders so you don’t have to do it manually.


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