Clinicminds

Flag patients in Clinicminds

Select/change name order.

Learn how to archive or delete a patient and what's the difference between them.

Archiving or deleting a patient

Learn why there is a red cross visible in your patient's overview window.

Identification: meaning of checkmark or red cross in patient details

Learn what automated reminders can be sent through Clinicminds.

Reminder types available in Clinicminds

Learn how to cancel your appointments and send a special cancellation message, if this is necessary under special circumstances.

How to cancel appointments due to special circumstances?

How to check views and edits of patient profile details

View activity log of patient profile details

This article describes how to export patient details as a PDF document

Export patient details as PDF

Learn how to create a new patient in Clinicminds

Add a new patient

Learn how to set or edit required or optional patient information fields for a patient profile.

How can I select which patient information fields are required?

Learn how to add notes, attentions, and warnings about a patient

General patient notes, attentions, and warnings

Learn how to mark a patient as "not welcome" or prevent the patient from scheduling appointments by phone or even online.

Mark a patient as "Not welcome" or Prohibit online booking

Add treatment history

This article explains how to add referrals to your account

How do I add referrals ?

How to mark down patient ID is checked twice

Patient ID check

Merge patients

Learn how to hide patient details for specific users (e.g. freelance physicians)

How do I hide patient details ?

Learn how to draft patients in Clinicminds

Draft Patients in Clinicminds

View activity log of patient record details

Apply your clinic’s branding to the medical questionnaire

Customize the Look of Your Client-Facing Forms

Pablo

Richard

Ties

Manage your patient database and register patient identifications.

Patients

Clinicminds Homepage

Clinicminds App

Clinicminds Website

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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