Clinicminds

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

Frontdesk essentials

Practitioner essentials

Download the Clinicminds app on your iPhone or iPad.

Clinicminds iOS App

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

Installation help document

How to start with a clean account after a trial period

Remove demo data

How to read the help articles in my own language.

Help center translation

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Pablo

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

Starting with Clinicminds

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

Setup Guide: Account Settings

Set up the name, address, contact details, and logo of your clinic.

Setup Guide: Clinic Data

Add additional locations, if your clinic has multiple locations.

Setup Guide: Locations

1. Your Clinic Settings (expected duration: 15 minutes)

Set up applicable tax rates for your country.

Setup Guide: Tax Rates

Add the payment methods that are accepted in your clinic.

Setup Guide: Payment Methods

Create your Stripe account to accept online payments

Setup Guide: Connect your Stripe account

2. Finances (expected duration: 30 minutes)

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

Setup Guide: Treatment Categories

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

Setup Guide: Treatments

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

Setup Guide: Discussion Points

Add diagnoses that can be selected during a consultation.

Setup Guide: Diagnoses

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

Setup Guide: Medical Questions

Add consent forms that can be signed by your patients.

Setup Guide: Forms

Learn how to add aftercare instructions to your treatments.

Setup Guide: Add Aftercare Instructions

This articles explains how to setup drawing templates

Setup Guide:  Drawing templates

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

Setup Guide: Record Default

3. Medical Records (expected duration: 60 minutes)

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

Setup Guide: User Roles

Create and Add user accounts for your clinic staff.

Setup Guide: User Accounts

Learn how to add, edit or remove working times, breaks, and time blocks in the staff planner.

Setup Guide: How to manage working times in the staff planner

4. Staff (expected duration: 30 minutes)

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

Setup Guide: E-mail Templates

Choose whether appointment confirmations and reminders are sent to your patients by default, and set up other appointment defaults.

Setup Guide: Appointment Defaults

5. Patient Communication (expected duration: 30 minutes)

Learn how to set up your bookable services in the online scheduler

Setup Guide: Online Scheduling Bookable Services

Read this article to finalize and activate your online scheduler. General settings, notifications & texts

Setup Guide: Online Scheduling General Settings

Learn how to customize and integrate your online scheduler

Setup Guide: Online Scheduling Widget

Learn how to set up deposits for your services in the online booking widget.

Setup Guide: Configuration Online Payments Deposits

6. Online Scheduling (expected duration: 30 minutes)

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

What data can be imported into Clinicminds?

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

Import basic information into Clinicminds

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

Import advanced information  into Clinicminds?

Jonathan

Import patient data

this article describes additional services that can be activated and used in Clinicminds

Activate more services

additional services that can be activated and used in Clinicminds. Gift cards, Mailchimp, QMS and Zapier

Additional services

Clinicminds Homepage

Clinicminds App

Find answers and get help from Intercom Support and Community Experts

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