Clinicminds Help Center

Starting with Clinicminds

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

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 manage working times 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

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