Starting with Clinicminds

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

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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