# Clinicminds Help Center

> Help center for Clinicminds

## Starting with Clinicminds

- [Frontdesk essentials](https://help.clinicminds.com/en/articles/3680036-frontdesk-essentials.md): Learn how to perform the essential tasks as a frontdesk staff member
- [Practitioner essentials](https://help.clinicminds.com/en/articles/3672684-practitioner-essentials.md)
- [Clinicminds iOS App](https://help.clinicminds.com/en/articles/2658967-clinicminds-ios-app.md): Download the Clinicminds app on your iPhone or iPad.
- [Installation help document](https://help.clinicminds.com/en/articles/3679746-installation-help-document.md): This document will guide you to gather the necessary data to set up Clinicminds for your clinic
- [Remove demo data](https://help.clinicminds.com/en/articles/2658956-remove-demo-data.md): How to start with a clean account after a trial period
- [Help center translation](https://help.clinicminds.com/en/articles/8538462-help-center-translation.md): How to read the help articles in my own language.
- [Setup Guide: Account Settings](https://help.clinicminds.com/en/articles/2658613-setup-guide-account-settings.md): Set your account-wide basics: currency, timezone, languages, regulations, finance, security, and notifications.
- [Setup Guide: Clinic Data](https://help.clinicminds.com/en/articles/2658630-setup-guide-clinic-data.md): Set up your clinic's name, address, contact details, financial details, and logo.
- [Setup Guide: Locations](https://help.clinicminds.com/en/articles/2658650-setup-guide-locations.md): Add and configure additional locations if your clinic operates from more than one site.
- [Setup Guide: Tax Rates](https://help.clinicminds.com/en/articles/2658663-setup-guide-tax-rates.md): Set up applicable tax rates for your country.
- [Setup Guide: Payment Methods](https://help.clinicminds.com/en/articles/2658666-setup-guide-payment-methods.md): Add the payment methods that are accepted in your clinic.
- [Setup Guide: Connect your Stripe account](https://help.clinicminds.com/en/articles/6025354-setup-guide-connect-your-stripe-account.md): Create your Stripe account to accept online payments
- [Setup Guide: Treatment Categories](https://help.clinicminds.com/en/articles/2658670-setup-guide-treatment-categories.md): Define categories for the different kinds of treatments that your clinic offers.
- [Setup Guide: Treatments](https://help.clinicminds.com/en/articles/2658675-setup-guide-treatments.md): Add the treatments \(with prices\) that your clinic offers.
- [Setup Guide: Discussion Points](https://help.clinicminds.com/en/articles/2658676-setup-guide-discussion-points.md): Add discussion points that must be discussed with patients during a consultation.
- [Setup Guide: Diagnoses](https://help.clinicminds.com/en/articles/2658680-setup-guide-diagnoses.md): Add diagnoses that can be selected during a consultation.
- [Setup Guide: Medical Questions](https://help.clinicminds.com/en/articles/2658859-setup-guide-medical-questions.md): Add medical history and current medical status questions that must be answered during a consultation.
- [Setup Guide: Forms](https://help.clinicminds.com/en/articles/2658880-setup-guide-forms.md): Add consent forms that can be signed by your patients.
- [Setup Guide: Add Aftercare Instructions](https://help.clinicminds.com/en/articles/6158601-setup-guide-add-aftercare-instructions.md): Learn how to add aftercare instructions to your treatments.
- [Setup Guide: Drawing templates](https://help.clinicminds.com/en/articles/8333247-setup-guide-drawing-templates.md): This articles explains how to setup drawing templates
- [Setup Guide: Record Default](https://help.clinicminds.com/en/articles/2658889-setup-guide-record-default.md): Choose which information is sent to your patients by default, and set up text templates.
- [Setup Guide: User Roles](https://help.clinicminds.com/en/articles/2658894-setup-guide-user-roles.md): Add user roles for your clinic staff, like receptionists and practitioners.
- [Setup Guide: User Accounts](https://help.clinicminds.com/en/articles/2658896-setup-guide-user-accounts.md): Create and Add user accounts for your clinic staff.
- [Setup Guide: How to manage working times in the staff planner](https://help.clinicminds.com/en/articles/6622946-setup-guide-how-to-manage-working-times-in-the-staff-planner.md): Learn how to add, edit or remove working times, breaks, and time blocks in the staff planner.
- [Setup Guide: E-mail Templates](https://help.clinicminds.com/en/articles/2658908-setup-guide-e-mail-templates.md): Set up e-mail templates to send the right information to your patients.
- [Setup Guide: Appointment Defaults](https://help.clinicminds.com/en/articles/2658910-setup-guide-appointment-defaults.md): Choose whether appointment confirmations and reminders are sent to your patients by default, and set up other appointment defaults.
- [Setup Guide: Online Scheduling Bookable Services](https://help.clinicminds.com/en/articles/6025436-setup-guide-online-scheduling-bookable-services.md): Learn how to set up your bookable services in the online scheduler
- [Setup Guide: Online Scheduling General Settings](https://help.clinicminds.com/en/articles/6025426-setup-guide-online-scheduling-general-settings.md): Read this article to finalize and activate your online scheduler. General settings, notifications & texts
- [Setup Guide: Online Scheduling Widget](https://help.clinicminds.com/en/articles/6025577-setup-guide-online-scheduling-widget.md): Learn how to customize and integrate your online scheduler
- [Setup Guide: Configuration Online Payments Deposits](https://help.clinicminds.com/en/articles/6025292-setup-guide-configuration-online-payments-deposits.md): Learn how to set up deposits for your services in the online booking widget.
- [What data can be imported into Clinicminds?](https://help.clinicminds.com/en/articles/3167570-what-data-can-be-imported-into-clinicminds.md): Learn what types of data can be migrated into Clinicminds, from other EMR/CRM systems or spreadsheet/paper records.
- [Import basic information into Clinicminds](https://help.clinicminds.com/en/articles/3167654-import-basic-information-into-clinicminds.md): Learn how you can import patients details, like names and contact details, into Clinicminds.
- [Import advanced information into Clinicminds?](https://help.clinicminds.com/en/articles/3167699-import-advanced-information-into-clinicminds.md): Learn how you can import complete historical records, attachments like informed consents and photos, or appointments into Clinicminds.

## Dashboard

- [How to use the dashboard](https://help.clinicminds.com/en/articles/10422034-how-to-use-the-dashboard.md): Explains the daily usage and features of the dashboard

## Patients

- [Flag patients in Clinicminds](https://help.clinicminds.com/en/articles/6609639-flag-patients-in-clinicminds.md): Learn how to flag a patient
- [Select/change name order.](https://help.clinicminds.com/en/articles/5697730-select-change-name-order.md)
- [Archiving or deleting a patient](https://help.clinicminds.com/en/articles/6231740-archiving-or-deleting-a-patient.md): Learn how to archive or delete a patient and what's the difference between them.
- [Identification: meaning of checkmark or red cross in patient details](https://help.clinicminds.com/en/articles/6448229-identification-meaning-of-checkmark-or-red-cross-in-patient-details.md): Learn why there is a red cross visible in your patient's overview window.
- [Reminder types available in Clinicminds](https://help.clinicminds.com/en/articles/6515577-reminder-types-available-in-clinicminds.md): Learn what automated reminders can be sent through Clinicminds.
- [How to cancel appointments due to special circumstances?](https://help.clinicminds.com/en/articles/3806795-how-to-cancel-appointments-due-to-special-circumstances.md): Learn how to cancel your appointments and send a special cancellation message, if this is necessary under special circumstances.
- [View activity log of patient profile details](https://help.clinicminds.com/en/articles/5697689-view-activity-log-of-patient-profile-details.md): How to check views and edits of patient profile details
- [Export patient details as PDF](https://help.clinicminds.com/en/articles/4249735-export-patient-details-as-pdf.md): This article describes how to export patient details as a PDF document
- [Add a new patient](https://help.clinicminds.com/en/articles/2798803-add-a-new-patient.md): Learn how to create a new patient in Clinicminds
- [How can I select which patient information fields are required?](https://help.clinicminds.com/en/articles/6121024-how-can-i-select-which-patient-information-fields-are-required.md): Learn how to set or edit required or optional patient information fields for a patient profile.
- [General patient notes, attentions, and warnings](https://help.clinicminds.com/en/articles/2794986-general-patient-notes-attentions-and-warnings.md): Learn how to add notes, attentions, and warnings about a patient
- [Mark a patient as "Not welcome" or Prohibit online booking](https://help.clinicminds.com/en/articles/3872960-mark-a-patient-as-not-welcome-or-prohibit-online-booking.md): Learn how to mark a patient as "not welcome" or prevent the patient from scheduling appointments by phone or even online.
- [Add treatment history](https://help.clinicminds.com/en/articles/2895023-add-treatment-history.md): How to add treatment history
- [How do I add referrals ?](https://help.clinicminds.com/en/articles/2905571-how-do-i-add-referrals.md): This article explains how to add referrals to your account
- [Patient ID check](https://help.clinicminds.com/en/articles/2795248-patient-id-check.md): How to mark down patient ID is checked twice
- [Merge patients](https://help.clinicminds.com/en/articles/2795233-merge-patients.md): How to merge patient records
- [How do I hide patient details ?](https://help.clinicminds.com/en/articles/2919070-how-do-i-hide-patient-details.md): Learn how to hide patient details for specific users \(e.g. freelance physicians\)
- [Draft Patients in Clinicminds](https://help.clinicminds.com/en/articles/8106255-draft-patients-in-clinicminds.md): Learn how to draft patients in Clinicminds
- [View activity log of patient record details](https://help.clinicminds.com/en/articles/9421717-view-activity-log-of-patient-record-details.md)
- [Customize the Look of Your Client-Facing Forms](https://help.clinicminds.com/en/articles/12382798-customize-the-look-of-your-client-facing-forms.md): Apply your clinic’s branding to the medical questionnaire

## Appointments, Planning, and Online Scheduling

- [How to show or hide the practitioner’s name in appointment emails.](https://help.clinicminds.com/en/articles/3959231-how-to-show-or-hide-the-practitioner-s-name-in-appointment-emails.md): Learn how to show or hide the practitioner's name in the appointment confirmations and reminders.
- [Add appointments with a tentative time.](https://help.clinicminds.com/en/articles/3884948-add-appointments-with-a-tentative-time.md): Learn how to add appointments with a tentative time to schedule more efficiently.
- [How to reject an online booking](https://help.clinicminds.com/en/articles/8095895-how-to-reject-an-online-booking.md): Learn how to reject an online booking, register internal rejection notes, and optionally send the rejection reasons to your patient.
- [The online scheduler sets appointments at odd times in our calendar](https://help.clinicminds.com/en/articles/8417077-the-online-scheduler-sets-appointments-at-odd-times-in-our-calendar.md): Issue with time slots in online scheduler
- [Activity log of calendar](https://help.clinicminds.com/en/articles/8606187-activity-log-of-calendar.md): Learn how to review all changes that were made to the calendar of schedule by finding and reviewing the calendar activity log
- [List view staff planner](https://help.clinicminds.com/en/articles/8608198-list-view-staff-planner.md): Learn how to open and review a list view per practitioner in the staff planner.
- [Mismatch in appointment time](https://help.clinicminds.com/en/articles/10028598-mismatch-in-appointment-time.md): I see a mismatch between the appointment time in my calendar and the confirmation email
- [Add a note when registering a no-show](https://help.clinicminds.com/en/articles/5697679-add-a-note-when-registering-a-no-show.md): how to include notes to no-show
- [How to add notes to the calendar](https://help.clinicminds.com/en/articles/6240974-how-to-add-notes-to-the-calendar.md): Learn how to add notes to the Clinicminds calendar
- [Adding patients to the waiting list.](https://help.clinicminds.com/en/articles/5697667-adding-patients-to-the-waiting-list.md): This article discribes how to add patients to a waiting list and how to book an appointment from the list.
- [Edit or change appointments](https://help.clinicminds.com/en/articles/3679996-edit-or-change-appointments.md): Watch this video to learn how to edit or change an appointment
- [Add appointments](https://help.clinicminds.com/en/articles/3680023-add-appointments.md): Watch this video to learn how to add appointments to the calendar
- [Register a payment for treatment](https://help.clinicminds.com/en/articles/3680021-register-a-payment-for-treatment.md): Watch this video to learn how to register a payment for a treartment
- [Mark patient as arrived](https://help.clinicminds.com/en/articles/3680020-mark-patient-as-arrived.md): Watch this video to learn how to mark a patient as arrived
- [Find appointments of a deleted practitioner](https://help.clinicminds.com/en/articles/6099724-find-appointments-of-a-deleted-practitioner.md): Learn how to find all existing appointments of a removed practitioner
- [Why is the Paid-label visible in my calendar](https://help.clinicminds.com/en/articles/6231587-why-is-the-paid-label-visible-in-my-calendar.md): Learn why the green Paid-label appears in your scheduled appointments.
- [Calendar symbols explained](https://help.clinicminds.com/en/articles/6694364-calendar-symbols-explained.md): Learn more about the icons visible in the Clinicminds calendar
- [Show or hide week numbers in the calendar](https://help.clinicminds.com/en/articles/6707340-show-or-hide-week-numbers-in-the-calendar.md): Learn how to show or hide the week numbers in the calendar
- [Appointment details are missing from my calendar](https://help.clinicminds.com/en/articles/15423625-appointment-details-are-missing-from-my-calendar.md): Learn how to bring back appointment information \(such as treatment type and payment status\) when it no longer shows in your calendar.
- [A day or blocked time is missing from my weekly calendar view](https://help.clinicminds.com/en/articles/15589323-a-day-or-blocked-time-is-missing-from-my-weekly-calendar-view.md): 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.
- [Warning in case of existing future bookings](https://help.clinicminds.com/en/articles/5609995-warning-in-case-of-existing-future-bookings.md): Get a warning, while scheduling, if a patient already has other bookings in the future.
- [Calendar redesign](https://help.clinicminds.com/en/articles/6612359-calendar-redesign.md): Learn everything about the new Clinicminds calendar
- [Waiting list in the calendar](https://help.clinicminds.com/en/articles/5609721-waiting-list-in-the-calendar.md): Learn how to use the waiting list functionality
- [Customize and send email and SMS after NO SHOW](https://help.clinicminds.com/en/articles/4249903-customize-and-send-email-and-sms-after-no-show.md): 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.
- [Pre-payments or deposits for scheduling manually via the calendar](https://help.clinicminds.com/en/articles/4947749-pre-payments-or-deposits-for-scheduling-manually-via-the-calendar.md): Learn how to process direct deposits, online payment requests, and pre-payments for manually scheduled appointments.
- [Undo an appointment cancellation](https://help.clinicminds.com/en/articles/4021417-undo-an-appointment-cancellation.md): Learn how to undo a cancellation or no show.
- [Receptionist: Calendar tips and tricks](https://help.clinicminds.com/en/articles/3206546-receptionist-calendar-tips-and-tricks.md): Learn how to use the calendar, how to check the week view and availability view
- [Double booking](https://help.clinicminds.com/en/articles/2701328-double-booking.md): Learn how to create a double booking in the calendar
- [Resend appointment confirmation](https://help.clinicminds.com/en/articles/2718112-resend-appointment-confirmation.md): Learn how to resend an appointment confirmation to patients
- [Sending consent forms before appointment](https://help.clinicminds.com/en/articles/2797918-sending-consent-forms-before-appointment.md): Learn how to send a consent form for review before the appointment takes place.
- [Send data and/or form request manually in-clinic](https://help.clinicminds.com/en/articles/2797164-send-data-and-or-form-request-manually-in-clinic.md): How to send medical history or form request in clinic
- [How to add a note to an appointment cancellation and optionally send it](https://help.clinicminds.com/en/articles/2783664-how-to-add-a-note-to-an-appointment-cancellation-and-optionally-send-it.md): 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 setup a general bookable services](https://help.clinicminds.com/en/articles/10167615-how-to-setup-a-general-bookable-services.md): Tips to setup a general bookable services not linked to specific treatments
- [Allow patients to see all services when using a booking URL for a specific service](https://help.clinicminds.com/en/articles/5697749-allow-patients-to-see-all-services-when-using-a-booking-url-for-a-specific-service.md): online booking settings for services shown in the online booking widget
- [Automatically send medical questionnaires](https://help.clinicminds.com/en/articles/6020371-automatically-send-medical-questionnaires.md): Learn how to automatically send medical questionnaires together with an appointment confirmation.
- [Treatment category texts](https://help.clinicminds.com/en/articles/2701445-treatment-category-texts.md): Learn how to add treatment category specific text to appointment confirmations
- [Set up deposits and payments for regular calendar bookings](https://help.clinicminds.com/en/articles/4947253-set-up-deposits-and-payments-for-regular-calendar-bookings.md): Learn how to set up defaults for charging deposits or payments with calendar bookings.
- [Request the patient to resubmit medical questions](https://help.clinicminds.com/en/articles/2783808-request-the-patient-to-resubmit-medical-questions.md): Change or refresh your medical questions or medical status over a certain period
- [Medical history reminder](https://help.clinicminds.com/en/articles/2701355-medical-history-reminder.md): Learn how to setup the medical history request reminder
- [Medical history information link on/off](https://help.clinicminds.com/en/articles/2701428-medical-history-information-link-on-off.md): Learn how to enable or disable the medical history information link
- [Scheduling manual appointments with bookable services versus categories](https://help.clinicminds.com/en/articles/8635368-scheduling-manual-appointments-with-bookable-services-versus-categories.md): This article describes two options to book appointments manually: the classic way by using categories or bookable services settings.
- [Tips & tricks for the new staff planner](https://help.clinicminds.com/en/articles/6300159-tips-tricks-for-the-new-staff-planner.md): Learn more about the new filters and buttons in the new staff planner
- [How to update your existing times for the new staff planner](https://help.clinicminds.com/en/articles/6611702-how-to-update-your-existing-times-for-the-new-staff-planner.md): Make use of the new breaks and repetitions features in the staff planner, to schedule your times easier and get a clearer overview.
- [Replace separate working times by one working time with a break](https://help.clinicminds.com/en/articles/6612729-replace-separate-working-times-by-one-working-time-with-a-break.md): If you used separate working times in the morning and afternoon, you can replace them using the new breaks feature in the staff planner.
- [Replace daily repeating blocks by breaks within working times](https://help.clinicminds.com/en/articles/6611787-replace-daily-repeating-blocks-by-breaks-within-working-times.md): If you used daily repeating blocks for breaks of your staff, you can replace them using the new breaks feature in the staff planner.
- [Replace separate working times on each workday by one repeating working time](https://help.clinicminds.com/en/articles/6612752-replace-separate-working-times-on-each-workday-by-one-repeating-working-time.md): If a staff member work the same hours every workday, you can use one working time that repeats every workday in the new staff planner.
- [Rooms and Equipment](https://help.clinicminds.com/en/articles/2744806-rooms-and-equipment.md): Learn how to set up and use rooms and equipment in your calendar
- [Receive next day schedule](https://help.clinicminds.com/en/articles/2701335-receive-next-day-schedule.md): Practitioners can receive their next day schedule by e-mail every day at 20:00.
- [Subscribe to a calendar feed](https://help.clinicminds.com/en/articles/2718098-subscribe-to-a-calendar-feed.md): Learn how to find and subscribe to your calendar feed in an external calendar
- [Calendar feed iPhone / iPad](https://help.clinicminds.com/en/articles/2718087-calendar-feed-iphone-ipad.md)
- [Enable calendar feed for user role](https://help.clinicminds.com/en/articles/2669318-enable-calendar-feed-for-user-role.md): Learn how to enable the calendar feed in user role window
- [How to set up Restrictions in the Planner](https://help.clinicminds.com/en/articles/8106136-how-to-set-up-restrictions-in-the-planner.md): Learn how restrictions allow you to have greater control over appointment scheduling.
- [Bookable service and treatment](https://help.clinicminds.com/en/articles/5970489-bookable-service-and-treatment.md): What is the difference between treatments and bookable services?
- [Practitioner selection in online booking.](https://help.clinicminds.com/en/articles/5697734-practitioner-selection-in-online-booking.md)
- [Set up minimum age setting for online bookings](https://help.clinicminds.com/en/articles/3987201-set-up-minimum-age-setting-for-online-bookings.md): Learn how to set up a minimum age for online bookings to prevent patients visiting that are too young.
- [How to create groups in the online scheduler](https://help.clinicminds.com/en/articles/3987044-how-to-create-groups-in-the-online-scheduler.md): Learn how to add or edit groups or sections to your online scheduler
- [Email and SMS for online scheduled, pending appointments](https://help.clinicminds.com/en/articles/4249947-email-and-sms-for-online-scheduled-pending-appointments.md): This article describes how to customize the email and SMS context for online scheduled pending appointments.
- [How to automatically open online availability?](https://help.clinicminds.com/en/articles/3702411-how-to-automatically-open-online-availability.md): How to make the system automatically open future online availability for the online scheduler
- [Leave a comment during online scheduling](https://help.clinicminds.com/en/articles/4249848-leave-a-comment-during-online-scheduling.md): This article describes how to enable the option to leave a comment during the process of online scheduling
- [Open online availability for a practitioner](https://help.clinicminds.com/en/articles/4021372-open-online-availability-for-a-practitioner.md): Learn how to manually open up a practitioners online availability in the calendar
- [How to make a new practitioner available for online booking](https://help.clinicminds.com/en/articles/3996139-how-to-make-a-new-practitioner-available-for-online-booking.md): Learn how to permit a new practitioner to be booked online.
- [Set up online scheduling](https://help.clinicminds.com/en/articles/2744884-set-up-online-scheduling.md): Learn to set up online scheduling and prepare the widget for placement on your website.
- [How do I get a direct link to the online calendar?](https://help.clinicminds.com/en/articles/2905596-how-do-i-get-a-direct-link-to-the-online-calendar.md): Learn how to retrieve a direct link to your online calendar or create a direct link to a specific practitioner in the online calendar
- [Approve online bookings](https://help.clinicminds.com/en/articles/2744953-approve-online-bookings.md): Learn how to approve or disapprove online bookings that needs manual approval
- [How do I turn online booking notifications on/off](https://help.clinicminds.com/en/articles/2783766-how-do-i-turn-online-booking-notifications-on-off.md): Select whether you wish to be notified of online bookings via email with or without patient details.
- [Change order online services](https://help.clinicminds.com/en/articles/2744998-change-order-online-services.md): Learn how to change the order of the online presented services
- [Overview of online schedule automatic approval settings](https://help.clinicminds.com/en/articles/3411527-overview-of-online-schedule-automatic-approval-settings.md): Understand the different settings and how it effects different booking scenarios
- [Can't see availability in the online scheduler](https://help.clinicminds.com/en/articles/4868722-can-t-see-availability-in-the-online-scheduler.md): I can't see my locations, practitioners or availability | Checklist
- [Online scheduling is not working](https://help.clinicminds.com/en/articles/4868754-online-scheduling-is-not-working.md): Checklist
- [How to make a new location available for online booking](https://help.clinicminds.com/en/articles/4869055-how-to-make-a-new-location-available-for-online-booking.md): Checklist | online scheduling
- [Review patient details for an online booking.](https://help.clinicminds.com/en/articles/8110242-review-patient-details-for-an-online-booking.md): This article describes how to review patient details and history while approving or rejecting an online booking.
- [How to enable online booking for your second location](https://help.clinicminds.com/en/articles/11524551-how-to-enable-online-booking-for-your-second-location.md): To enable online appointments for your second location, follow these essential steps in the correct order

## Video Appointments

- [Set up video consultations & inspections](https://help.clinicminds.com/en/articles/3878711-set-up-video-consultations-inspections.md): Learn how to set up video consultation and inspections in online bookings and plan video consultations
- [Schedule a video consultation or inspection](https://help.clinicminds.com/en/articles/3882065-schedule-a-video-consultation-or-inspection.md): Learn how to schedule a video consultation or video inspection
- [Start a video consultation \(with or without Smart Summary\)](https://help.clinicminds.com/en/articles/3878859-start-a-video-consultation-with-or-without-smart-summary.md): Learn how to start a video consultation and how to use Quinn AI Smart Summary during your call.
- [Can't start a video appointment](https://help.clinicminds.com/en/articles/8416815-can-t-start-a-video-appointment.md): What could be the reason for encountering issues while trying to start a video consultation or inspection?
- [Enabling your camera and microphone for Video consultations](https://help.clinicminds.com/en/articles/8496330-enabling-your-camera-and-microphone-for-video-consultations.md): Learn how to enable your camera and microphone when experiencing issues.

## Medical Records

- [Invoices for an insurance company](https://help.clinicminds.com/en/articles/6099693-invoices-for-an-insurance-company.md): Learn how to prepare your treatments and invoices to be able to submit them to the insurer
- [4 Power features for everyday work in Clinicminds](https://help.clinicminds.com/en/articles/7959989-4-power-features-for-everyday-work-in-clinicminds.md): In this article, we will discuss four powerful features that can significantly enhance your daily work efficiency..
- [Set up colored alert badges](https://help.clinicminds.com/en/articles/8095910-set-up-colored-alert-badges.md): This article describes how to set up colored alert badges in the medical record, providing visual alerts when needed or important
- [Emergency Contact Details](https://help.clinicminds.com/en/articles/10439794-emergency-contact-details.md): Why Emergency Contact Details Are Essential for Medical Clinics
- [📅 Multiple records per day](https://help.clinicminds.com/en/articles/11542805-multiple-records-per-day.md): multiple open records for the same patient on a single day.
- [Add an inspection \(review\) record](https://help.clinicminds.com/en/articles/3672572-add-an-inspection-review-record.md): Watch this video to learn how to add an inspection record as a practitioner
- [Add new treatment](https://help.clinicminds.com/en/articles/3668929-add-new-treatment.md): Watch this video to learn how to start a new treatment
- [Add \(register\) an after-treatment](https://help.clinicminds.com/en/articles/3672524-add-register-an-after-treatment.md): Watch this video to learn how to add \(register\) an after-treatment as a practitioner
- [Add a treatment plan](https://help.clinicminds.com/en/articles/3672523-add-a-treatment-plan.md): Watch this video to learn how to add a treatment plan as a practitioner
- [Add an inspection \(review\) and after treatment](https://help.clinicminds.com/en/articles/3668954-add-an-inspection-review-and-after-treatment.md): Watch this video to learn how to add inspections and aftertreatments.
- [How to quickly switch between records in Clinicminds](https://help.clinicminds.com/en/articles/6636581-how-to-quickly-switch-between-records-in-clinicminds.md): Learn more about our record switcher
- [How are before- and after photos displayed in Clinicminds?](https://help.clinicminds.com/en/articles/6502962-how-are-before-and-after-photos-displayed-in-clinicminds.md): Learn how photos are displayed in your treatment record.
- [Adding and sending attachments](https://help.clinicminds.com/en/articles/6448235-adding-and-sending-attachments.md): Learn how you can add attachments such as photos and important documents to a patient file or a treatment record and how to send them.
- [Home Signing in Clinicminds](https://help.clinicminds.com/en/articles/6254288-home-signing-in-clinicminds.md): Learn how to let your patients sign their consent forms from home.
- [Scenarios for using treatment plans and quotes](https://help.clinicminds.com/en/articles/6065689-scenarios-for-using-treatment-plans-and-quotes.md): This article explains when to use a treatment plan, quote and an invoice.
- [Shoot and add photos with the iPhone](https://help.clinicminds.com/en/articles/5697708-shoot-and-add-photos-with-the-iphone.md): Taking photos with Clinicminds iPhone app
- [Copy texts from closed records](https://help.clinicminds.com/en/articles/6987475-copy-texts-from-closed-records.md): Learn where and how to copy texts from closed records.
- [Reopen record](https://help.clinicminds.com/en/articles/4664460-reopen-record.md): Learn how to reopen a record as long as it is not paid.
- [Register custom complication types](https://help.clinicminds.com/en/articles/3872951-register-custom-complication-types.md): Learn how to register custom complication types
- [Disable treatment reminders](https://help.clinicminds.com/en/articles/4635556-disable-treatment-reminders.md): How to disable treatment and product reminders during or after closing a record
- [Select text fields in closed records](https://help.clinicminds.com/en/articles/3987215-select-text-fields-in-closed-records.md)
- [Create and register side effects](https://help.clinicminds.com/en/articles/3872921-create-and-register-side-effects.md): Learn how to add custom side effects and use them during inspection registration
- [Add notes to records](https://help.clinicminds.com/en/articles/3873019-add-notes-to-records.md): Learn how to add a note to a patient's record after the record is already closed.
- [Backdating a record](https://help.clinicminds.com/en/articles/4021861-backdating-a-record.md): Learn how to give a record a different date if you need to create a record on another day.
- [How do I use Diagnoses?](https://help.clinicminds.com/en/articles/2919121-how-do-i-use-diagnoses.md): This article describes how to set up diagnoses which can be used in the medical record during consultations
- [Assign record to different user](https://help.clinicminds.com/en/articles/2795246-assign-record-to-different-user.md): Learn how to assign a record to different user
- [How do I create a consultation letter?](https://help.clinicminds.com/en/articles/2915382-how-do-i-create-a-consultation-letter.md): Learn how to create a letter after the consultation of a patient.
- [Examples of medical history questions?](https://help.clinicminds.com/en/articles/2905107-examples-of-medical-history-questions.md): This article provides examples of medical history questions
- [How do I compare photos?](https://help.clinicminds.com/en/articles/2905079-how-do-i-compare-photos.md): Learn how to compare before- and after photos
- [How do I export a treatment record?](https://help.clinicminds.com/en/articles/2905039-how-do-i-export-a-treatment-record.md): This article explains how to export a treatment record to a PDF document
- [How do I send a treatment summary?](https://help.clinicminds.com/en/articles/2904890-how-do-i-send-a-treatment-summary.md): This article explains how to send and resend a treatment summary after a treatment
- [How do I register a complication?](https://help.clinicminds.com/en/articles/2904938-how-do-i-register-a-complication.md): This article describes how to report a complication or
- [Automatically send aftercare information](https://help.clinicminds.com/en/articles/2904753-automatically-send-aftercare-information.md): Learn how to send aftercare information to a patient by default
- [Set up and manage product sales](https://help.clinicminds.com/en/articles/2913825-set-up-and-manage-product-sales.md): This article describes how to add products that are sold in your clinic
- [How do I copy/paste text into informed consents?](https://help.clinicminds.com/en/articles/2919006-how-do-i-copy-paste-text-into-informed-consents.md): This article describes how to copy text in Word and Paste it into the consent form
- [How do I create a prescription?](https://help.clinicminds.com/en/articles/2904700-how-do-i-create-a-prescription.md): This article explains how to prescribe and create prescription templates
- [How do I sign an informed consent](https://help.clinicminds.com/en/articles/2902370-how-do-i-sign-an-informed-consent.md): This article describes how to pull up an informed consent and sign this consent form.
- [How do I add or edit treatment categories?](https://help.clinicminds.com/en/articles/2913796-how-do-i-add-or-edit-treatment-categories.md): Learn how to manage your existing treatment categories or add new categories
- [How do I add a drawing and note to a closed record](https://help.clinicminds.com/en/articles/2902351-how-do-i-add-a-drawing-and-note-to-a-closed-record.md): This article will show you how to add additional drawings and notes to a record that has already been closed.
- [Delete a photo in a record](https://help.clinicminds.com/en/articles/2912243-delete-a-photo-in-a-record.md): How do I remove a photo from a closed record
- [How do I add or edit medical-history questions?](https://help.clinicminds.com/en/articles/2912293-how-do-i-add-or-edit-medical-history-questions.md): This article explains how to add medical history questions to your records or edit them
- [How do I add a LOT number and Unique Product Code?](https://help.clinicminds.com/en/articles/2902290-how-do-i-add-a-lot-number-and-unique-product-code.md): This article explains how to add a LOT-number to a used treatment product
- [How do I provide a discount](https://help.clinicminds.com/en/articles/2902334-how-do-i-provide-a-discount.md): This article describes how to provide a discount on a treatment, treatmentplan or product.
- [Shooting photos with DSLR camera or smartphone](https://help.clinicminds.com/en/articles/2908156-shooting-photos-with-dslr-camera-or-smartphone.md): How do I add a photo to a record using a DSLR camera or a smartphone
- [Reject a quote](https://help.clinicminds.com/en/articles/2906031-reject-a-quote.md): How do I reject a quote
- [How do I duplicate a treatment?](https://help.clinicminds.com/en/articles/2798830-how-do-i-duplicate-a-treatment.md): Learn how to duplicate a treatment for fast registering repeating treatments
- [Sign a treatment plan](https://help.clinicminds.com/en/articles/2905628-sign-a-treatment-plan.md): How do I let my patients sign to agree with a treatment plan
- [Additional info prescriptions](https://help.clinicminds.com/en/articles/2905552-additional-info-prescriptions.md): Learn how to add info on prescriptions such as a registration number
- [Custom text on quotes](https://help.clinicminds.com/en/articles/2905981-custom-text-on-quotes.md): How do I add information on my quotes
- [How do I add an inspection record?](https://help.clinicminds.com/en/articles/2798840-how-do-i-add-an-inspection-record.md): Learn how to add an inspection record when a patient returns for a review after initial treatment.
- [payment for treatment package](https://help.clinicminds.com/en/articles/2898208-payment-for-treatment-package.md): How to register payment for treatment package
- [Register ASA classification](https://help.clinicminds.com/en/articles/2795161-register-asa-classification.md): How to register ASA classification
- [Start treatment from a package](https://help.clinicminds.com/en/articles/2898989-start-treatment-from-a-package.md): How to start a treatment belonging to a treatment package
- [Select a treatment package](https://help.clinicminds.com/en/articles/2898044-select-a-treatment-package.md): How to select a treatment package during consultation
- [Send unsigned informed consent for review](https://help.clinicminds.com/en/articles/2795162-send-unsigned-informed-consent-for-review.md): How to send unsigned informed consent for review
- [Add a complete treatment](https://help.clinicminds.com/en/articles/2894766-add-a-complete-treatment.md): How to add a complete treatment
- [How to adjust a treatment plan](https://help.clinicminds.com/en/articles/8291599-how-to-adjust-a-treatment-plan.md): What should you do if you've chosen the incorrect number of treatments from a treatment plan during an appointment?
- [Using the "Ready for Payment" Button in the Treatment tab](https://help.clinicminds.com/en/articles/9225553-using-the-ready-for-payment-button-in-the-treatment-tab.md): Learn about the Ready for Payment button, its functionality and how to use it in practice.
- [Exporting Complete Patient File to PDF](https://help.clinicminds.com/en/articles/9225567-exporting-complete-patient-file-to-pdf.md): Learn how to export all treatment records at once to a PDF file instead of single records.
- [View and Send Measurement History & Graphs](https://help.clinicminds.com/en/articles/11053077-view-and-send-measurement-history-graphs.md): Discover how to review measurements and graphs and share them with your patient.
- [Set up and use the surgical checklist](https://help.clinicminds.com/en/articles/6531398-set-up-and-use-the-surgical-checklist.md): Learn how to set up surgical checklists in Clinicminds.
- [Custom treatment report questionnaire](https://help.clinicminds.com/en/articles/6346671-custom-treatment-report-questionnaire.md): Learn how to set up custom default treatment questions to register treatment specifications
- [Device settings questionnaire](https://help.clinicminds.com/en/articles/6346573-device-settings-questionnaire.md): Learn how to setup a custom list of Device \(Machine\) settings to fill in during or after a treatment.
- [Custom Fiscal Questionnaire](https://help.clinicminds.com/en/articles/6346405-custom-fiscal-questionnaire.md): Learn how to set-up and add fiscal question to support tax exemption
- [Headers and text blocks in medical questionnaires](https://help.clinicminds.com/en/articles/3872711-headers-and-text-blocks-in-medical-questionnaires.md): Learn how to add headers and text blocks to your medical questionnaires and start to organise the questions.
- [How to configure the ASA classification field in consultations?](https://help.clinicminds.com/en/articles/4602988-how-to-configure-the-asa-classification-field-in-consultations.md)
- [Adding custom questionnaires](https://help.clinicminds.com/en/articles/3924797-adding-custom-questionnaires.md): Learn how to add custom questions to case history or inspection records
- [Treatment summary and drawings](https://help.clinicminds.com/en/articles/4021791-treatment-summary-and-drawings.md): Learn how to print or not print drawings in the treatment summary.
- [Require practitioners to sign treatment plans & forms](https://help.clinicminds.com/en/articles/3872976-require-practitioners-to-sign-treatment-plans-forms.md): Learn how to set up a requirement for physicians to sign treatment plans and consent forms
- [Enable tax exemption](https://help.clinicminds.com/en/articles/4021480-enable-tax-exemption.md): Learn how to exempt your treatment from tax as a medical service.
- [Work with volume pricing](https://help.clinicminds.com/en/articles/4021462-work-with-volume-pricing.md): Learn how to set up volume pricing for some of the treatments.
- [Display extra treatment or product information on invoices](https://help.clinicminds.com/en/articles/3873001-display-extra-treatment-or-product-information-on-invoices.md): Learn how to display extra treatment or product information on invoices.
- [Set up an review or survey message template](https://help.clinicminds.com/en/articles/3702507-set-up-an-review-or-survey-message-template.md): Learn how to set up an email or sms template to collect reviews and/or surveys.
- [Send and edit treatment reminders \(E-mail & SMS\)](https://help.clinicminds.com/en/articles/2919087-send-and-edit-treatment-reminders-e-mail-sms.md): Learn how to use E-mail and SMS treatment reminders to stimulate returning patients
- [Upload and Send PDF brochures](https://help.clinicminds.com/en/articles/2694460-upload-and-send-pdf-brochures.md): Learn how to upload and send PDF brochures
- [Examples discussion points](https://help.clinicminds.com/en/articles/2795229-examples-discussion-points.md): Discussion points can be found in the case history window
- [Set up and use Risk Assessment](https://help.clinicminds.com/en/articles/2794994-set-up-and-use-risk-assessment.md): Questions asked to assess risks before small and large surgery during case history
- [Set Up Consultation Letter](https://help.clinicminds.com/en/articles/2915390-set-up-consultation-letter.md): Learn how to set up the default template for consultation letters, including category-specific consultation letters.
- [Select drawing templates or upload custom templates](https://help.clinicminds.com/en/articles/2797171-select-drawing-templates-or-upload-custom-templates.md): This articles shows how to select existing drawing templates or upload custom drawing templates.
- [Set up and use the operative report](https://help.clinicminds.com/en/articles/2795254-set-up-and-use-the-operative-report.md): Learn how to set up and use the operative report to document the treatment or surgery you performed.
- [Set up and use GP Letter](https://help.clinicminds.com/en/articles/2840899-set-up-and-use-gp-letter.md): Learn how to set up and use the default template for GP letters, including treatment-specific GP letters.
- [Category settings relationships](https://help.clinicminds.com/en/articles/2658656-category-settings-relationships.md): The following settings needs to be assigned to a category
- [Creating a package \(treatment\)](https://help.clinicminds.com/en/articles/2899003-creating-a-package-treatment.md): How to create a package \(treatment\)
- [Removing or renaming categories: What should you take into account?](https://help.clinicminds.com/en/articles/8073200-removing-or-renaming-categories-what-should-you-take-into-account.md): This article describes what to take into account when removing or renaming categories
- [Utilizing Alert Badges for Immediate Notifications](https://help.clinicminds.com/en/articles/9225831-utilizing-alert-badges-for-immediate-notifications.md): Learn how to specify and use Alert Badges and receive notifications prior to a patient's visit.
- [Adding Measurement fields to a record](https://help.clinicminds.com/en/articles/11049786-adding-measurement-fields-to-a-record.md): Learn how to record \(body\) measurements in the case history tab
- [How to change review/survey requests, text and timing](https://help.clinicminds.com/en/articles/11099387-how-to-change-review-survey-requests-text-and-timing.md): Enable or disable review / survey requests and adjust email or SMS content and timing
- [Attach to GP letter by default](https://help.clinicminds.com/en/articles/5105041-attach-to-gp-letter-by-default.md)
- [How to repeat custom questions for each applicable treatment within one record.](https://help.clinicminds.com/en/articles/6649557-how-to-repeat-custom-questions-for-each-applicable-treatment-within-one-record.md): Learn how to configure custom questions to be repeated for each applicable treatment.
- [Add or edit \(predefined\) text templates](https://help.clinicminds.com/en/articles/2894945-add-or-edit-predefined-text-templates.md): How to manage \(predefined\) text templates
- [Sending default documents and messages](https://help.clinicminds.com/en/articles/2795170-sending-default-documents-and-messages.md): How to send documents and messages by default after treating your patient

## Product Sales

- [Using a barcode scanner for products and treatments](https://help.clinicminds.com/en/articles/4604823-using-a-barcode-scanner-for-products-and-treatments.md): Set up barcodes for your products and treatments, and use a barcode scanner to quickly add them to invoices.
- [Register product sale](https://help.clinicminds.com/en/articles/2908135-register-product-sale.md): How do I register a product sale
- [Add additional products](https://help.clinicminds.com/en/articles/2839268-add-additional-products.md): How to add additional products in Clinicminds
- [Product sale reminders](https://help.clinicminds.com/en/articles/2798791-product-sale-reminders.md): How to set product sale reminders

## Administration, Finance, and Analytics

- [Online payments and wallets](https://help.clinicminds.com/en/articles/4823223-online-payments-and-wallets.md): This article describes how to manage and use online payments. Such as an overview of online payments, wallets, deposits, and refunds.
- [How to calculate conversion rates using Clinicminds reports](https://help.clinicminds.com/en/articles/13719764-how-to-calculate-conversion-rates-using-clinicminds-reports.md): Learn how to measure consultation-to-treatment conversion and cross-sell conversion between treatments by combining Clinicminds report exports.
- [Recover deleted items from trash](https://help.clinicminds.com/en/articles/6132495-recover-deleted-items-from-trash.md): Learn how to recover deleted items from the trash bin
- [View payment or refund in Stripe](https://help.clinicminds.com/en/articles/5292432-view-payment-or-refund-in-stripe.md): This article describes how to quickly review a deposit, payment or refund in your Stripe account.
- [How is revenue assigned to users in Clinicminds](https://help.clinicminds.com/en/articles/8718548-how-is-revenue-assigned-to-users-in-clinicminds.md): How is revenue assigned in Clinicminds.
- [Changing price, tax and related settings](https://help.clinicminds.com/en/articles/8838927-changing-price-tax-and-related-settings.md): Purpose: This help article provides guidance on how Clinicminds processes changes to pricing, taxes, or related settings.
- [Financial report access for accountants](https://help.clinicminds.com/en/articles/8899959-financial-report-access-for-accountants.md): The easiest way to provide your accountant with financial reports
- [Send Direct Payment Link](https://help.clinicminds.com/en/articles/11049632-send-direct-payment-link.md): Discover how to send a patient a direct payment request through SMS or E-mail
- [GOÄ-Support 🇩🇪](https://help.clinicminds.com/en/articles/6099677-goa-support.md): Learn how to add GOA details to your invoice
- [How to correct payments](https://help.clinicminds.com/en/articles/6141662-how-to-correct-payments.md): Learn how to correct incomplete or incorrect payments.
- [Close a record without invoicing](https://help.clinicminds.com/en/articles/6158637-close-a-record-without-invoicing.md): Learn how to close a record without creating an invoice.
- [Revenue monitor](https://help.clinicminds.com/en/articles/6231496-revenue-monitor.md): Learn what information is visible in the Clinicminds Revenue monitor
- [Cash Register](https://help.clinicminds.com/en/articles/6475224-cash-register.md): Learn everything you need to know about the Clinicminds cash register
- [The cash register shows the invoice as outstanding, the record shows the invoice as paid](https://help.clinicminds.com/en/articles/6502976-the-cash-register-shows-the-invoice-as-outstanding-the-record-shows-the-invoice-as-paid.md): Learn why there's a difference between the cash register and invoice.
- [How to show/hide practitioner details on invoices](https://help.clinicminds.com/en/articles/6604529-how-to-show-hide-practitioner-details-on-invoices.md): Learn how to show or hide the practitioner name on your clinics invoices.
- [How the "Allow invoice modifications" setting works](https://help.clinicminds.com/en/articles/15459382-how-the-allow-invoice-modifications-setting-works.md): Understand what the "Allow invoice modifications" setting controls, and how it relates to the "Edit/credit/delete invoice" permission.
- [Wallet payments and Cash register](https://help.clinicminds.com/en/articles/5323456-wallet-payments-and-cash-register.md): this article explains how wallet payments and credits are shown in the cash register tab
- [Add or edit bookkeeping codes](https://help.clinicminds.com/en/articles/5296742-add-or-edit-bookkeeping-codes.md): Learn how to add or edit multiple bookkeeping codes through one window to streamline your bookkeeping
- [Delete credit invoice](https://help.clinicminds.com/en/articles/5296693-delete-credit-invoice.md): This article describes how to delete a credit invoice through the financial windows
- [How to create and send a quote](https://help.clinicminds.com/en/articles/3859569-how-to-create-and-send-a-quote.md): How to create a quote and send it to your patient
- [Add money to the patient's wallet](https://help.clinicminds.com/en/articles/5292359-add-money-to-the-patient-s-wallet.md): Learn hoe to manually add credit to the patient's wallet
- [How to create and send an invoice](https://help.clinicminds.com/en/articles/3859584-how-to-create-and-send-an-invoice.md): How to create an invoice by converting a quote and send it to your patient
- [How to invoice a treatment or product sale](https://help.clinicminds.com/en/articles/4008874-how-to-invoice-a-treatment-or-product-sale.md): Follow the steps to invoice a treatment or product sale
- [How to invoice a quote](https://help.clinicminds.com/en/articles/3863602-how-to-invoice-a-quote.md): Follow the steps to invoice a quote
- [How do I edit an invoice](https://help.clinicminds.com/en/articles/2905271-how-do-i-edit-an-invoice.md): This article explains how to edit an invoice after payment has been registered
- [How to finalize an invoice](https://help.clinicminds.com/en/articles/4032206-how-to-finalize-an-invoice.md)
- [Register payment - outstanding invoice?](https://help.clinicminds.com/en/articles/4032348-register-payment-outstanding-invoice.md): How to register a payment for an outstanding invoice?
- [How to register a payment, prepayment or outstanding payment](https://help.clinicminds.com/en/articles/3859608-how-to-register-a-payment-prepayment-or-outstanding-payment.md): How do I register a payment for an outstanding invoice or quote
- [Custom text on invoices](https://help.clinicminds.com/en/articles/3885037-custom-text-on-invoices.md): Learn how to print customs texts on invoices \(category specific\) to carefully instruct your patients.
- [Payment note with instructions](https://help.clinicminds.com/en/articles/3872898-payment-note-with-instructions.md): Learn how to leave a payment note with instructions to your front-desk
- [Credit an invoice](https://help.clinicminds.com/en/articles/2795240-credit-an-invoice.md): How to credit and invoice
- [Best practices for handling prepayments](https://help.clinicminds.com/en/articles/8313813-best-practices-for-handling-prepayments.md): In this article we explain how to handle prepayment post-consultation for scheduled treatments and small surgeries.
- [How to Use Direct Payment Links](https://help.clinicminds.com/en/articles/11049742-how-to-use-direct-payment-links.md): Use Cases & Tips on how and when to utilize the direct payment link feature
- [Apply VAT exemption after closing a record](https://help.clinicminds.com/en/articles/11378811-apply-vat-exemption-after-closing-a-record.md): Retroactively exempt VAT on closed or paid records in just a few clicks.
- [How to manage outstanding invoices and send payment reminders](https://help.clinicminds.com/en/articles/13654169-how-to-manage-outstanding-invoices-and-send-payment-reminders.md): Learn how to view outstanding invoices and send payment reminders to patients
- [How to apply a discount to an already paid invoice](https://help.clinicminds.com/en/articles/15165986-how-to-apply-a-discount-to-an-already-paid-invoice.md): Applying a discount to an invoice that's already been paid by using the credit feature.
- [Set up a minimum stock](https://help.clinicminds.com/en/articles/2799056-set-up-a-minimum-stock.md): Learn how to set a minimum stock warning.
- [Stock adjustments for all locations or all products at once](https://help.clinicminds.com/en/articles/3987166-stock-adjustments-for-all-locations-or-all-products-at-once.md)
- [Review stock adjustment logs](https://help.clinicminds.com/en/articles/2800174-review-stock-adjustment-logs.md)
- [Permission to view and edit stock](https://help.clinicminds.com/en/articles/2797937-permission-to-view-and-edit-stock.md): How to manage permission to view and edit stock
- [Registering Purchase Price for Products and Treatments](https://help.clinicminds.com/en/articles/8899946-registering-purchase-price-for-products-and-treatments.md): Where can i add the purchase price to my treatments or products?
- [How do I add multiple sales taxes to Clinicminds?](https://help.clinicminds.com/en/articles/2772701-how-do-i-add-multiple-sales-taxes-to-clinicminds.md): Learn how to add multiple sales taxes and set the correct tax rates to treatments
- [Reduce sales prices with tax exemptions](https://help.clinicminds.com/en/articles/4251489-reduce-sales-prices-with-tax-exemptions.md): Learn how to reduce prices with tax exemptions
- [How to show sales prices including or excluding taxes](https://help.clinicminds.com/en/articles/2772668-how-to-show-sales-prices-including-or-excluding-taxes.md): Learn how to change the settings for taxes and sales prices
- [Export patient e-mail addresses](https://help.clinicminds.com/en/articles/4021950-export-patient-e-mail-addresses.md): Learn how to export your patient’s e-mail addresses from Clinicminds
- [How to export Signed Forms](https://help.clinicminds.com/en/articles/6475214-how-to-export-signed-forms.md): Learn how to export a report of all signed forms.
- [Hide patient details on exported reports](https://help.clinicminds.com/en/articles/4021379-hide-patient-details-on-exported-reports.md): Learn how to hide patient details on reports
- [Journal reports for bookkeeping](https://help.clinicminds.com/en/articles/2690231-journal-reports-for-bookkeeping.md): How to organise sales and payment reports for bookkeeping programs.
- [Export Working Times and Blocks](https://help.clinicminds.com/en/articles/6967356-export-working-times-and-blocks.md): Learn how to export your working times and blocks
- [How do I export revenue details ?](https://help.clinicminds.com/en/articles/2908197-how-do-i-export-revenue-details.md): Learn how to export revenue details from Clinicminds
- [Calculate number of treatments](https://help.clinicminds.com/en/articles/2908180-calculate-number-of-treatments.md): How do I calculate the number of treatments \(export to csv\)
- [Analyze custom record questions](https://help.clinicminds.com/en/articles/9521877-analyze-custom-record-questions.md): How to run reports to analyze custom record questions?

## Clinic, Locations, and Staff

- [How to find and change E-mail & SMS templates](https://help.clinicminds.com/en/articles/3692920-how-to-find-and-change-e-mail-sms-templates.md): How do I find and change E-mail & SMS templates such as appointment confirmations, records, treatment reminders and product reminders.
- [Communication tools to interact with team members in your clinic](https://help.clinicminds.com/en/articles/6050253-communication-tools-to-interact-with-team-members-in-your-clinic.md): Learn how to add notes in different ways to communicate with your colleagues
- [Suspend a user account](https://help.clinicminds.com/en/articles/6056696-suspend-a-user-account.md): Learn how to and when use 'suspend a user account'
- [Remove a user account](https://help.clinicminds.com/en/articles/6056716-remove-a-user-account.md): Learn how to remove and delete a user account
- [How to update your logo](https://help.clinicminds.com/en/articles/6166250-how-to-update-your-logo.md): Learn how to update your logo in Clinicminds
- [What data to change when changing your clinic name?](https://help.clinicminds.com/en/articles/6714388-what-data-to-change-when-changing-your-clinic-name.md): Learn where to change all relevant data when you change your clinic name.
- [Enter invoice/Pay invoice permissions](https://help.clinicminds.com/en/articles/6737413-enter-invoice-pay-invoice-permissions.md): Learn the difference between the two permissions
- [How to grant access to the payment tab only?](https://help.clinicminds.com/en/articles/6749587-how-to-grant-access-to-the-payment-tab-only.md): Learn how to provide access to only the payment tab of a record
- [How to show practitioner details on invoices.](https://help.clinicminds.com/en/articles/3959222-how-to-show-practitioner-details-on-invoices.md): Learn how to show practitioner details \(like ABG code\) on invoices.
- [Restrict user access based on location](https://help.clinicminds.com/en/articles/2797177-restrict-user-access-based-on-location.md): How to restrict user rights per location
- [How do I edit the footer and header of an e-mail template?](https://help.clinicminds.com/en/articles/2912200-how-do-i-edit-the-footer-and-header-of-an-e-mail-template.md): This article describes how to edit headers and footers for automated e-mail messages
- [User settings relationships](https://help.clinicminds.com/en/articles/2659470-user-settings-relationships.md): The following settings needs to be assigned to a user
- [How do I change my username?](https://help.clinicminds.com/en/articles/2919084-how-do-i-change-my-username.md): Read this article to learn how to change your username
- [How do I reset an account password?](https://help.clinicminds.com/en/articles/2919074-how-do-i-reset-an-account-password.md): This article explains how the administrator is able to reset an account password
- [How do I add or edit a user role ?](https://help.clinicminds.com/en/articles/2919053-how-do-i-add-or-edit-a-user-role.md): This article describes how administrators can edit existing or add new user roles in to your account.
- [How do I allocate a treatment category to a user?](https://help.clinicminds.com/en/articles/2919061-how-do-i-allocate-a-treatment-category-to-a-user.md): Learn how to provide practitioners the right to register specific treatment categories
- [Add additional user](https://help.clinicminds.com/en/articles/2919046-add-additional-user.md): This article explains how to add additional users to your Clinicminds account
- [How do I switch between treatment \(clinic\) locations?](https://help.clinicminds.com/en/articles/2919011-how-do-i-switch-between-treatment-clinic-locations.md): This article describes how you to switch between clinic locations when treatment locations change during your work day
- [Permission for sign-in and sign-out](https://help.clinicminds.com/en/articles/8110357-permission-for-sign-in-and-sign-out.md): This article describes how to provide users with a non-practitioners user role permission to register sign-in and sign-out
- [Clinic Branding in Clinicminds](https://help.clinicminds.com/en/articles/15325895-clinic-branding-in-clinicminds.md): Where can I customize branding, colors, and styles for the different communication channels and screens?

## Clinicminds Subscription

- [Activating your account](https://help.clinicminds.com/en/articles/4739798-activating-your-account.md): How to activate the account by adding invoicing details, credit card details or SEPA \(EU only\)
- [Add or change credit card or SEPA details](https://help.clinicminds.com/en/articles/2837736-add-or-change-credit-card-or-sepa-details.md): This article explains how to change or add your credit card or SEPA details for your Clinicminds subscription.
- [Change your email address for Clinicminds invoices](https://help.clinicminds.com/en/articles/2997563-change-your-email-address-for-clinicminds-invoices.md): I want to set a different email to receive my monthly invoice from Clinicminds
- [Legal and billing information](https://help.clinicminds.com/en/articles/2899008-legal-and-billing-information.md): Where can I find the terms of use, the processing agreement or my clinic invoices?
- [Clinicminds subscription payment failed](https://help.clinicminds.com/en/articles/8496242-clinicminds-subscription-payment-failed.md): How can you manually pay a Clinicminds invoice if the automatic subscription payment fails?
- [System email notifications](https://help.clinicminds.com/en/articles/4022011-system-email-notifications.md): Learn how to set up e-mail addresses for system and billing notifications via email
- [Clinicminds VAT Guidelines](https://help.clinicminds.com/en/articles/8540590-clinicminds-vat-guidelines.md): An article discussing the way Clinicminds manages VAT on its invoices.

## Login Details and Security

- [Set passcode lock](https://help.clinicminds.com/en/articles/2797942-set-passcode-lock.md): How to set a passcode lock
- [Two-factor-authentication](https://help.clinicminds.com/en/articles/2797943-two-factor-authentication.md): How to enable the two-factor-authentication
- [How do I change my password?](https://help.clinicminds.com/en/articles/2919081-how-do-i-change-my-password.md): This article explains how to change your current password
- [2FA is not working](https://help.clinicminds.com/en/articles/10072604-2fa-is-not-working.md): My \(Google\) Authenticator codes don't work

## Integrations

- [Newsletter Opt-In settings](https://help.clinicminds.com/en/articles/9225892-newsletter-opt-in-settings.md): Learn how to collect Newsletter Opt-Ins or subscribe patients to Newsletters to use with other third-party mass e-mail applications.
- [Which patients are synced with Mailchimp?](https://help.clinicminds.com/en/articles/5194497-which-patients-are-synced-with-mailchimp.md): This article describes how to subscribe patients to newsletters and how synchronization works.
- [Mailchimp integration](https://help.clinicminds.com/en/articles/2659064-mailchimp-integration.md): How to set up a Mailchimp connection with Clinicminds
- [Mailchimp setup](https://help.clinicminds.com/en/articles/2659068-mailchimp-setup.md): Set up Mailchimp to connect with Clinicminds in 6 steps
- [Subscribing patients to your newsletter](https://help.clinicminds.com/en/articles/2659098-subscribing-patients-to-your-newsletter.md): Learn how to subscribe a patient to your newsletter sent with Mailchimp.
- [Mailchimp synchronisation](https://help.clinicminds.com/en/articles/2659120-mailchimp-synchronisation.md): How does Mailchimp sync works?
- [Automate your birthday wishes](https://help.clinicminds.com/en/articles/2808763-automate-your-birthday-wishes.md): How to automate your birthday wishes with Clinicminds and Mailchimp
- [Best practices for Online deposits and payments](https://help.clinicminds.com/en/articles/4822075-best-practices-for-online-deposits-and-payments.md): This article describes some topics you need to be aware of when using online deposits
- [Disconnecting your Stripe account from Clinicminds](https://help.clinicminds.com/en/articles/7127945-disconnecting-your-stripe-account-from-clinicminds.md): Learn how to disconnect or close your Stripe account. You can then connect another Stipe account to your Clinicminds account.
- [Configuration Online Payments: Connect your Stripe account.](https://help.clinicminds.com/en/articles/4821838-configuration-online-payments-connect-your-stripe-account.md): Create your Stripe account to accept online payments
- [Zapier integration](https://help.clinicminds.com/en/articles/2659125-zapier-integration.md): Learn how to connect and use Zapier with Clinicminds

## Messaging

- [E-mail attachments and security](https://help.clinicminds.com/en/articles/5988244-e-mail-attachments-and-security.md): How are e-mail attachments sent securely?
- [Send and edit appointment reminders](https://help.clinicminds.com/en/articles/6099589-send-and-edit-appointment-reminders.md): Learn how to give your patients a heads-up of their upcoming appointment.
- [Customizable HTML e-mail templates](https://help.clinicminds.com/en/articles/6693287-customizable-html-e-mail-templates.md): Learn where to create your own HTML e-mail templates
- [Activate SMS text messages](https://help.clinicminds.com/en/articles/2797180-activate-sms-text-messages.md): Activate SMS for online scheduling, treatment reminders, bulk- and manual text messages, and more.
- [Send a message to a single patient](https://help.clinicminds.com/en/articles/5106434-send-a-message-to-a-single-patient.md): Learn how to send an e-mail or sms notification to a single patient
- [How to send a bulk SMS to my patients?](https://help.clinicminds.com/en/articles/3796939-how-to-send-a-bulk-sms-to-my-patients.md): Learn how to send a bulk SMS to all patients, or patients that have an appointment between certain dates.
- [Sending Custom Video Brochures to Patients](https://help.clinicminds.com/en/articles/6967314-sending-custom-video-brochures-to-patients.md): Learn how to use video brochures in Clinicminds
- [Sending Longer SMS Messages](https://help.clinicminds.com/en/articles/8106328-sending-longer-sms-messages.md): Learn how to extend the 160 character limit for SMS messages sent from Clinicminds
- [Sending SMS messages with special characters](https://help.clinicminds.com/en/articles/8106378-sending-sms-messages-with-special-characters.md): Learn how to add special characters to your SMS messages
- [Managing patient replies to SMS notifications](https://help.clinicminds.com/en/articles/8469316-managing-patient-replies-to-sms-notifications.md): Optimize your SMS settings: Steps to avoid or redirect patient replies
- [Patient Communication Log](https://help.clinicminds.com/en/articles/8606157-patient-communication-log.md): Learn how to review which Email/SMS Messages were went to a patient by using the individual patient communication log.
- [Why is SMS verification needed for online bookings?](https://help.clinicminds.com/en/articles/8650832-why-is-sms-verification-needed-for-online-bookings.md): This article describes why Clinicminds' online booking system only works with SMS text messages verification

## Clinicminds QMS

- [Clinicminds QMS](https://help.clinicminds.com/en/articles/6996599-clinicminds-qms.md): Learn how to use Clinicminds QMS

## Updates & releases

- [Your Brand on Every Patient Screen – Clinicminds Release v5.19](https://help.clinicminds.com/en/articles/15863857-your-brand-on-every-patient-screen-clinicminds-release-v5-19.md): Clinicminds v5.19 brings your clinic branding to gift cards, payments, and consent forms. Plus Finnish language support and expanded patient-facing translations.
- [Release notes v5.18 - may 2026](https://help.clinicminds.com/en/articles/15261096-release-notes-v5-18-may-2026.md): Patient UI branding, beauty treatment workflow improvements, calendar horizontal scrolling, granular finance permissions, Quinn Smart Summary for long consultations, and bug fixes.
- [Release v5.17 — Beauty Treatments, Quick Tasks , and More..](https://help.clinicminds.com/en/articles/14072324-release-v5-17-beauty-treatments-quick-tasks-and-more.md): Release notes for Clinicminds v5.17 covers beauty treatments, Sylton integration, Quick tasks, private tasks, new weight loss measurements, scheduler improvements, and bug fixes.
- [Release Notes Version 5.16](https://help.clinicminds.com/en/articles/13193930-release-notes-version-5-16.md): Read about our latest release with updates, improvements, enhancements and fixes.
- [Clinicminds Version 5.15 - update 🚀](https://help.clinicminds.com/en/articles/12985305-clinicminds-version-5-15-update.md): Read about our latest update which brings enhancements and fixes together with our latest feature Quinn Ai Smart Summary.
- [Release Notes v 5.14 Oct 2025](https://help.clinicminds.com/en/articles/12514013-release-notes-v-5-14-oct-2025.md): A modern patient experience & quality improvements
- [Release Notes v 5.13 July 2025](https://help.clinicminds.com/en/articles/11746247-release-notes-v-5-13-july-2025.md): Read everything about our latest release which brings new features and enhancements.
- [Release notes version 5.12](https://help.clinicminds.com/en/articles/11530739-release-notes-version-5-12.md): GOÄ Support , Enhanced Task Management, Payment Experience Improvements, Multiple Records Per Day,
- [Release Note v5.11 - April 2025 🚀](https://help.clinicminds.com/en/articles/10993240-release-note-v5-11-april-2025.md): Read about the new feature releases and enhancements made with this update to improve your daily workflow and clinic efficiency.
- [Release notes v5.10 - Part II - January 2025](https://help.clinicminds.com/en/articles/10425700-release-notes-v5-10-part-ii-january-2025.md): Learn about this important update regarding our whole new Dashboard 🎉
- [Release of Clinicminds v5.10 - Happy New Year! 🥂](https://help.clinicminds.com/en/articles/10344125-release-of-clinicminds-v5-10-happy-new-year.md): Release notes of our latest update this January 2025.
- [Celebrate Summer with Our Latest Update Release 5.8](https://help.clinicminds.com/en/articles/9665685-celebrate-summer-with-our-latest-update-release-5-8.md)
- [Release 5.7 - Enhancing Your Clinic Experience](https://help.clinicminds.com/en/articles/9447727-release-5-7-enhancing-your-clinic-experience.md)
- [Release 5.6](https://help.clinicminds.com/en/articles/9225908-release-5-6.md): Enhancing Clinic Operations with New Features
- [Release 5.5 is here!](https://help.clinicminds.com/en/articles/8635308-release-5-5-is-here.md): Learn about the all-new exciting features and improvements which this new version brings to our users.
- [Release 5.4 is here...](https://help.clinicminds.com/en/articles/8109017-release-5-4-is-here.md): Better, Faster, and Stronger 🚀 with new features and significant improvements!
- [Version 5.3 Spring Cleaning Update](https://help.clinicminds.com/en/articles/7325568-version-5-3-spring-cleaning-update.md): Summary of Clinicminds release 5.3 which includes mainly bugfixes and enhancements
- [Release 5.0](https://help.clinicminds.com/en/articles/6620736-release-5-0.md)
- [Release 5.0: all help articles collected](https://help.clinicminds.com/en/articles/6623917-release-5-0-all-help-articles-collected.md): Get an overview of all help articles regarding our latest update
- [Release Notes Update Version 4.15, Spring 2022](https://help.clinicminds.com/en/articles/6130970-release-notes-update-version-4-15-spring-2022.md)
- [Release Notes Update Version 4.14](https://help.clinicminds.com/en/articles/5837844-release-notes-update-version-4-14.md)
- [Release Notes Update Version 4.13](https://help.clinicminds.com/en/articles/5582034-release-notes-update-version-4-13.md)
- [Update Release version 4.12](https://help.clinicminds.com/en/articles/5296871-update-release-version-4-12.md)
- [Spring update April 2021](https://help.clinicminds.com/en/articles/5104884-spring-update-april-2021.md)
- [February release notes 2 - We just don’t stop!](https://help.clinicminds.com/en/articles/4910859-february-release-notes-2-we-just-don-t-stop.md): Learn about our latest updates and releases.
- [December release notes part 1](https://help.clinicminds.com/en/articles/4729262-december-release-notes-part-1.md)
- [February release notes 1 - online payments](https://help.clinicminds.com/en/articles/4948934-february-release-notes-1-online-payments.md)
- [November release update!](https://help.clinicminds.com/en/articles/4603145-november-release-update.md)
- [Early May spring 2020 update](https://help.clinicminds.com/en/articles/3987226-early-may-spring-2020-update.md)
- [Picture in Picture support](https://help.clinicminds.com/en/articles/3939924-picture-in-picture-support.md)
- [EMR updates April 2020](https://help.clinicminds.com/en/articles/3921898-emr-updates-april-2020.md): Learn about our new updates and enhancements to our EMR
- [Payments - feature update April 2020](https://help.clinicminds.com/en/articles/3895491-payments-feature-update-april-2020.md)

## Country specific resources

- [🇳🇱 NL — Huidtherapie aanbieden als verzekerde zorg \(met restitutienota’s\)](https://help.clinicminds.com/en/articles/10315578-nl-huidtherapie-aanbieden-als-verzekerde-zorg-met-restitutienota-s.md): Leer hoe u restitutienota’s conform de GDS kunt maken voor huidtherapie-behandelingen, die uw patiënt kan declareren bij de zorgverzekeraar.
- [🇮🇪 IE — Registering your SMS sender ID](https://help.clinicminds.com/en/articles/12036600-ie-registering-your-sms-sender-id.md): Learn how to register your SMS sender ID \(sender name\) for sending SMS messages to patients in Ireland.
- [🇳🇱 NL — AGB-code instellen op recepten \(voor apotheek\)](https://help.clinicminds.com/en/articles/15261693-nl-agb-code-instellen-op-recepten-voor-apotheek.md): Leer hoe u de AGB-code van de voorschrijvend arts instelt zodat deze automatisch op recepten naar de apotheek verschijnt.

## Workflows

- [Medical Weight Loss Workflow Advice](https://help.clinicminds.com/en/articles/11067762-medical-weight-loss-workflow-advice.md): This article describes a workflow that we advise for clinics that offer medical weight loss programs, fully supported by Clinicminds
- [Hair Transplantation Workflow Advice](https://help.clinicminds.com/en/articles/11074618-hair-transplantation-workflow-advice.md): This article describes the best practices for setting up a workflow for clinics that offer hair transplant services and treatments.

## Beauty treatments

- [Setup Guide: Beauty Treatments](https://help.clinicminds.com/en/articles/14845744-setup-guide-beauty-treatments.md): Configure your Clinicminds account to support non-medical beauty treatments alongside your medical services.
- [How to register a beauty treatment](https://help.clinicminds.com/en/articles/14846225-how-to-register-a-beauty-treatment.md): A short guide for beauticians on registering an appointment, adding a note, and taking payment
- [Clinicminds for beauticians explainer](https://help.clinicminds.com/en/articles/15326182-clinicminds-for-beauticians-explainer.md): The following video explains how clinics can use Clinicminds to manage both beauty and aesthetic treatments in one system.