Starting with Clinicminds

Frontdesk essentials

Learn how to perform the essential tasks as a frontdesk staff member

Written by Richard
Updated over a week ago

Practitioner essentials

Written by Richard
Updated over a week ago

Clinicminds iOS App

Download the Clinicminds app on your iPhone or iPad.

Written by Richard
Updated over a week ago

Installation help document

This document will guide you to gather the necessary data to set up Clinicminds for your clinic

Written by Noah
Updated over a week ago

Remove demo data

How to start with a clean account after a trial period

Written by Richard
Updated over a week ago

Quick Start Guide Step 1: Account Settings

Set up basic settings like the language, timezone, currency, and tax type for your account.

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.

Written by Richard
Updated over a week ago

Quick Start Guide Step 3: Locations

Add additional locations, if your clinic has multiple locations.

Written by Richard
Updated over a week ago

Quick Start Guide Step 4: Tax Rates

Set up applicable tax rates for your country.

Written by Richard
Updated over a week ago

Quick Start Guide Step 5: Payment Methods

Add the payment methods that are accepted in your clinic.

Written by Richard
Updated over a week ago

Quick Start Guide Step 6: Treatment Categories

Define categories for the different kinds of treatments that your clinic offers.

Written by Richard
Updated over a week ago

Quick Start Guide Step 7: Treatments

Add the treatments (with prices) that your clinic offers.

Written by Richard
Updated over a week ago

Quick Start Guide Step 8: Discussion Points

Add discussion points that must be discussed with patients during a consultation.

Written by Richard
Updated over a week ago

Quick Start Guide Step 9: Diagnoses

Add diagnoses that can be selected during a consultation.

Written by Richard
Updated over a week ago

Quick Start Guide Step 10: Medical Questions

Add medical history and current medical status questions that must be answered during a consultation.

Written by Richard
Updated over a week ago

Quick Start Guide Step 11: Forms

Add consent forms that can be signed by your patients.

Written by Richard
Updated over a week ago

Quick Start Guide Step 12: Record Default

Choose which information is sent to your patients by default, and set up text templates.

Written by Richard
Updated over a week ago

Quick Start Guide Step 13: User Roles

Add user roles for your clinic staff, like receptionists and practitioners.

Written by Richard
Updated over a week ago

Quick Start Guide Step 14: User Accounts

Add user accounts for your clinic staff.

Written by Richard
Updated over a week ago

Quick Start Guide Step 15: Working Times

Set up working times for practitioners in your clinic, to allow scheduling appointments in the calendar.

Written by Richard
Updated over a week ago

Quick Start Guide Step 16: E-mail Templates

Set up e-mail templates to send the right information to your patients.

Written by Richard
Updated over a week ago

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.

Written by Richard
Updated over a week ago

What data can be imported into Clinicminds?

Learn what types of data can be imported into Clinicminds, from other EMR/CRM systems or spreadsheet/paper records.

Written by Jonathan
Updated over a week ago

How to import patient details into Clinicminds?

Learn how you can import patients details, like names and contact details, into Clinicminds.

Written by Jonathan
Updated over a week ago

How to import historical records & attachments into Clinicminds?

Learn how you can import complete historical records, or attachments like signed informed consents and photos, into Clinicminds.

Written by Jonathan
Updated over a week ago