Clinic, Locations, and Staff

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

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19 articles in this collection
Written by Richard, Noah, Demian and 1 other

Enter invoice/Pay invoice permissions

Learn the difference between the two permissions

Written by Leo
Updated over a week ago

Remove a user account

Learn how to remove and delete a user account

Written by Demian
Updated over a week ago

What data to change when changing your clinic name?

Learn where to change all relevant data when you change your clinic name.

Written by Leo
Updated over a week ago

How to find and change E-mail & SMS templates

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

Written by Demian
Updated over a week ago

How to grant access to the payment tab only?

Learn how to provide access to only the payment tab of a record

Written by Demian
Updated over a week ago

Communication tools to interact with team members in your clinic

Learn how to add notes in different ways to communicate with your colleagues

Written by Demian
Updated over a week ago

How to update your logo

Learn how to update your logo in Clinicminds

Written by Demian
Updated over a week ago

Suspend a user account

Learn how to and when use 'suspend a user account'

Written by Demian
Updated over a week ago

Location settings

How to add a new location and 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 Demian
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

Add additional user

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