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Starting with Clinicminds
Starting with Clinicminds
Set up your Clinicminds account step-by-step with our Setup Guide.
By Richard and 3 others
4 authors
32 articles
Frontdesk essentials
Practitioner essentials
Clinicminds iOS App
Installation help document
Remove demo data
1. Your Clinic Settings (expected duration: 15 minutes)
Setup Guide: Account Settings
Setup Guide: Clinic Data
Setup Guide: Locations
2. Finances (expected duration: 30 minutes)
Setup Guide: Tax Rates
Setup Guide: Payment Methods
Setup Guide: Connect your Stripe account
3. Medical Records (expected duration: 60 minutes)
Setup Guide: Treatment Categories
Setup Guide: Treatments
Setup Guide: Discussion Points
Setup Guide: Diagnoses
Setup Guide: Medical Questions
Setup Guide: Forms
Setup Guide: Drawing templates
Setup Guide: Record Default
4. Staff (expected duration: 30 minutes)
Setup Guide: User Roles
Setup Guide: User Accounts
Setup Guide: How to add working times, breaks, and blocks in the staff planner
5. Patient Communication (expected duration: 30 minutes)
Setup Guide: E-mail Templates
Setup Guide: Appointment Defaults
6. Online Scheduling (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
Import Existing Data
What data can be imported into Clinicminds?
How to import patient details into Clinicminds?
How to import historical records, attachments and (future) appointments into Clinicminds?
Additional services
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