Clinicminds

 For an explanation of the icons and colours you see when scheduling appointments, see <a href="https://help.clinicminds.com/en/articles/17277910-dashboard-and-calendar-icons">Dashboard and calendar icons</a>.

Watch this video to learn how to add appointments to the calendar

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Create your workspace and invite the people you work with.

Set up your account

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Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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English

Frontdesk essentials

Practitioner essentials

How to use the dashboard

Clinicminds iOS App

Installation help document

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Help center translation

How to activate and manage your Clinicminds subscription

Starting with Clinicminds

Setup Guide: Account Settings

Setup Guide: Clinic Data

Setup Guide: Locations

1. Your Clinic Settings (expected duration: 15 minutes)

Setup Guide: Tax Rates

Setup Guide: Payment Methods

Setup Guide: Connect your Stripe account

2. Finances (expected duration: 30 minutes)

Setup Guide: Treatment Categories

Setup Guide: Treatments

Setup Guide: Discussion Points

Setup Guide: Diagnoses

Setup Guide: Medical Questions

Setup Guide: Consent Forms

Setup Guide: Add Aftercare Instructions

Setup Guide: Drawing Templates

Setup Guide: Record Defaults

3. Medical Records (expected duration: 60 minutes)

Setup Guide: User Roles

Setup Guide: User Accounts

Setup Guide: How to manage working times in the staff planner

4. Staff (expected duration: 30 minutes)

Setup Guide: E-mail Templates

Setup Guide: Appointment Defaults

5. Patient Communication (expected duration: 30 minutes)

Setup Guide: Online Scheduling Bookable Services

Setup Guide: Online Scheduling General Settings

Setup Guide: Online Scheduling Widget

Setup Guide: Configuration Online Payments Deposits

6. Online Scheduling (expected duration: 30 minutes)

What data can be imported into Clinicminds?

Import basic information into Clinicminds

Import advanced information  into Clinicminds?

Import patient data

Flag patients in Clinicminds

Select/change name order.

Archiving or deleting a patient

Identification: meaning of checkmark or red cross in patient details

Reminder types available in Clinicminds

How to cancel appointments due to special circumstances?

View activity log of patient profile details

Export patient details as PDF

Add a new patient

How can I select which patient information fields are required?

General patient notes, attentions, and warnings

Mark a patient as "Not welcome" or Prohibit online booking

Add treatment history

How do I add referrals ?

Patient ID check

Merge patients

How do I hide patient details ?

Draft Patients in Clinicminds

View activity log of patient record details

Customize the Look of Your Client-Facing Forms

Patients

How to show or hide the practitioner’s name in appointment emails.

Add appointments with a tentative time.

How to reject an online booking

The online scheduler sets appointments at odd times in our calendar

Activity log of calendar

List view staff planner

Mismatch in appointment time

Patient rescheduling and cancellation: how it works

Appointments, Planning, and Online Scheduling

Add a note when registering a no-show

How to add notes to the calendar

Adding patients to the waiting list.

Edit or change appointments

Register a payment for treatment

Mark patient as arrived

Frontdesk Essentials

A day or blocked time is missing from my weekly calendar view

Appointment details are missing from my calendar

Show or hide week numbers in the calendar

Calendar symbols explained

Find appointments of a deleted practitioner

Why is the Paid-label visible in my calendar

Warning in case of existing future bookings

Calendar redesign

Waiting list in the calendar

Customize and send email and SMS after NO SHOW

Pre-payments or deposits for scheduling manually via the calendar

Undo an appointment cancellation

Receptionist: Calendar tips and tricks

Double booking

Resend appointment confirmation

Sending consent forms before appointment

Send data and/or form request manually in-clinic

How to add a note to an appointment cancellation and optionally send it

How to setup a general bookable services

Appointment status flow (Arrived, In treatment, Occurred, No-show)

Dashboard and calendar icons

Appointments

Allow patients to see all services when using a booking URL for a specific service

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