Starting with Clinicminds

Set up your Clinicminds account step-by-step with our Quick Start Guide.

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25 articles in this collection
Written by Richard, Jonathan, and Noah
Quick Start Guide

Quick Start Guide Step 1: Account Settings

Set up basic settings like the language, timezone, currency, and tax type for your account.
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Written by Richard
Updated over a week ago

Quick Start Guide Step 2: Clinic Data

Set up the name, address, contact details, and logo of your clinic.
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Quick Start Guide Step 3: Locations

Add additional locations, if your clinic has multiple locations.
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Written by Richard
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Quick Start Guide Step 4: Tax Rates

Set up applicable tax rates for your country.
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Written by Richard
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Quick Start Guide Step 5: Payment Methods

Add the payment methods that are accepted in your clinic.
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Written by Richard
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Quick Start Guide Step 6: Treatment Categories

Define categories for the different kinds of treatments that your clinic offers.
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Written by Richard
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Quick Start Guide Step 7: Treatments

Add the treatments (with prices) that your clinic offers.
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Written by Richard
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Quick Start Guide Step 8: Discussion Points

Add discussion points that must be discussed with patients during a consultation.
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Written by Richard
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Quick Start Guide Step 9: Diagnoses

Add diagnoses that can be selected during a consultation.
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Written by Richard
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Quick Start Guide Step 10: Medical Questions

Add medical history and current medical status questions that must be answered during a consultation.
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Quick Start Guide Step 11: Forms

Add consent forms that can be signed by your patients.
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Written by Richard
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Quick Start Guide Step 12: Record Default

Choose which information is sent to your patients by default, and set up text templates.
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Written by Richard
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Quick Start Guide Step 13: User Roles

Add user roles for your clinic staff, like receptionists and practitioners.
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Written by Richard
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Quick Start Guide Step 14: User Accounts

Add user accounts for your clinic staff.
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Written by Richard
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Quick Start Guide Step 15: Working Times

Set up working times for practitioners in your clinic, to allow scheduling appointments in the calendar.
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Written by Richard
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Quick Start Guide Step 16: E-mail Templates

Set up e-mail templates to send the right information to your patients.
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Written by Richard
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Quick Start Guide Step 17: Appointment Defaults

Choose whether appointment confirmations and reminders are sent to your patients by default, and set up other appointment defaults.
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Written by Richard
Updated over a week ago