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Starting with Clinicminds
Starting with Clinicminds
Set up your Clinicminds account step-by-step with our Quick Start Guide.
25 articles in this collection
Written by
Richard,
Jonathan,
and
Noah
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
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
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 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