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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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.
James avatar
Written by James
Updated over a week ago

Location settings

How to manage location settings
Noah avatar
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.
James avatar
Written by James
Updated over a week ago

Restrict users per location

How to restrict user rights per location
Noah avatar
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
Noah avatar
Written by Noah
Updated over a week ago

User settings relationships

The following settings needs to be assigned to a user
Richard avatar
Written by Richard
Updated over a week ago

How do I change my username?

Read this article to learn how to change your username
Noah avatar
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
Noah avatar
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.
Noah avatar
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
Noah avatar
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.
Noah avatar
Written by Noah
Updated over a week ago

Add additional user

This article explains how to add additional users to your Clinicminds account
Noah avatar
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
Noah avatar
Written by Noah
Updated over a week ago