Clinicminds

Learn why a day (such as a Saturday) or a blocked time may not appear in the weekly calendar, and how to make it show.

A day or blocked time is missing from my weekly calendar view

Learn how to bring back appointment information (such as treatment type and payment status) when it no longer shows in your calendar.

Appointment details are missing from my calendar

Learn how to show or hide the week numbers in the calendar

Show or hide week numbers in the calendar

Learn more about the icons visible in the Clinicminds calendar

Calendar symbols explained

Learn why the green Paid-label appears in your scheduled appointments.

Why is the Paid-label visible in my calendar

Learn how to find all existing appointments of a removed practitioner

Find appointments of a deleted practitioner

Get a warning, while scheduling, if a patient already has other bookings in the future.

Warning in case of existing future bookings

Learn everything about the new Clinicminds calendar

Calendar redesign

Learn how to use the waiting list functionality

Waiting list in the calendar

This article describes how to customize no-show email and SMS and send it to a patient when marking an appointment as a no-show.

Customize and send email and SMS after NO SHOW

Learn how to process direct deposits, online payment requests, and pre-payments for manually scheduled appointments.

Pre-payments or deposits for scheduling manually via the calendar

Learn how to undo a cancellation or no show.

Undo an appointment cancellation

Learn how to use the calendar, how to check the week view and availability view

Receptionist: Calendar tips and tricks

Learn how to create a double booking in the calendar

Double booking

Learn how to resend an appointment confirmation to patients

Resend appointment confirmation

Learn how to send a consent form for review before the appointment takes place.

Sending consent forms before appointment

How to send medical history or form request in clinic

Send data and/or form request manually in-clinic

Learn to add notes while canceling an appointment and how to review cancellation notes. Also, learn how to send this reason to a patient.

How to add a note to an appointment cancellation and optionally send it

Tips to setup a general bookable services not linked to specific treatments

How to setup a general bookable services

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

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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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