Clinic, Locations, and Staff

Set up your clinic and location details, manage your communication, and create user roles and user accounts for your staff.

13 articles in this collection
Written by Richard, Noah, and James

How to find/change E-mail & SMS templates

How do I change and find E-mail & SMS templates such as appointment confirmations, records, treatment reminders and product reminders.

Written by James
Updated over a week ago

Location settings

How to manage location settings

Written by Noah
Updated over a week ago

How to show practitioner details on invoices.

Learn how to show practitioner details (like ABG code) on invoices.

Written by James
Updated over a week ago

Restrict users per location

How to restrict user rights per location

Written by Noah
Updated over a week ago

How do I edit the footer and header of an e-mail template ?

This article describes how to edit headers and footers for automated e-mail messages

Written by Noah
Updated over a week ago

User settings relationships

The following settings needs to be assigned to a user

Written by Richard
Updated over a week ago

How do I change my username?

Read this article to learn how to change your username

Written by Noah
Updated over a week ago

How do I reset an account password ?

This article explains how the administrator is able to reset an account password

Written by Noah
Updated over a week ago

How do I add or edit a user role ?

This article describes how administrators can edit existing or add new user roles in to your account.

Written by Noah
Updated over a week ago

How do I allocate a treatment category to a user ?

Learn how to provide practitioners the right to register specific treatment categories

Written by Noah
Updated over a week ago

How do I add clinic extra locations ?

Learn how to add more clinic locations when working in different locations.

Written by Noah
Updated over a week ago

How do I add additional users ?

This article explains how to add additional users to your Clinicminds account

Written by Noah
Updated over a week ago

How do I switch between treatment (clinic) locations ?

This article describes how you to switch between clinic locations when treatment locations change during your work day

Written by Noah
Updated over a week ago