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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
33 articles
Frontdesk essentials
Practitioner essentials
Clinicminds iOS App
Installation help document
Remove demo data
Help center translation
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 patient data
What data can be imported into Clinicminds?
Import basic information into Clinicminds
Import advanced information into Clinicminds?
Additional services
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