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Starting with Clinicminds
Starting with Clinicminds
Set up your Clinicminds account step-by-step with our Setup Guide.
+2
30 articles in this collection
Written by
Richard,
Jonathan,
Noah
and 2 others
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
1. Your Clinic Settings (expected duration: 15 minutes)
Setup Guide: 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
Setup Guide: Clinic Data
Set up the name, address, contact details, and logo of your clinic.
Written by
Richard
Updated over a week ago
Setup Guide: Locations
Add additional locations, if your clinic has multiple locations.
Written by
Richard
Updated over a week ago
2. Finances (expected duration: 30 minutes)
Setup Guide: Tax Rates
Set up applicable tax rates for your country.
Written by
Richard
Updated over a week ago
Setup Guide: Payment Methods
Add the payment methods that are accepted in your clinic.
Written by
Richard
Updated over a week ago
Setup Guide: Connect your Stripe account
Create your Stripe account to accept online payments
Written by
Demian
Updated over a week ago
3. Medical Records (expected duration: 60 minutes)
Setup Guide: Treatment Categories
Define categories for the different kinds of treatments that your clinic offers.
Written by
Richard
Updated over a week ago
Setup Guide: Treatments
Add the treatments (with prices) that your clinic offers.
Written by
Richard
Updated over a week ago
Setup Guide: Discussion Points
Add discussion points that must be discussed with patients during a consultation.
Written by
Richard
Updated over a week ago
Setup Guide: Diagnoses
Add diagnoses that can be selected during a consultation.
Written by
Richard
Updated over a week ago
Setup Guide: 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
Setup Guide: Forms
Add consent forms that can be signed by your patients.
Written by
Richard
Updated over a week ago
Setup Guide: 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
4. Staff (expected duration: 30 minutes)
Setup Guide: User Roles
Add user roles for your clinic staff, like receptionists and practitioners.
Written by
Richard
Updated over a week ago
Setup Guide: User Accounts
Add user accounts for your clinic staff.
Written by
Richard
Updated over a week ago
Setup Guide: How to add working times, breaks, and blocks in the staff planner
Learn how to add working times, breaks, and blockades in the staff planner.
Written by
Leo
Updated over a week ago
5. Patient Communication (expected duration: 30 minutes)
Setup Guide: E-mail Templates
Set up e-mail templates to send the right information to your patients.
Written by
Richard
Updated over a week ago
Setup Guide: 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
6. Online Scheduling (expected duration: 30 minutes)
Setup Guide: Online Scheduling Services
Learn how to set up your bookable services in the online scheduler
Written by
Demian
Updated over a week ago
Setup Guide: Online Scheduling General Settings
Read this article to finalize and activate your online scheduler. General settings, notifications & texts
Written by
Demian
Updated over a week ago
Setup Guide: Online Scheduling Widget
Learn how to customize and integrate your online scheduler
Written by
Demian
Updated over a week ago
Setup Guide: Configuration Online Payments Deposits
Learn how to set up deposits for your services in the online booking widget.
Written by
Demian
Updated over a week ago
Import Existing Data
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 and (future) appointments into Clinicminds?
Learn how you can import complete historical records, attachments like informed consents and photos, or appointments into Clinicminds.
Written by
Jonathan
Updated over a week ago