Setting up your Clinic

• Adding additional users to your exisiting plan
• Practice Information and Location
• Setting Opening Hours
• Setting up a subscription
• Types of Users and their Roles
• Create inventory items and apply tax rates

• Overview

  • Articles coming soon

Appointment Dairy Function

• Creating an Appointment on the Diary
• Viewing existing appointments and options
• Cancelling appointments

Patient Management

• Creating Patients
• How to create an episode / injury / diagnosis
• Searching/viewing patient details

Clinical Notes

• Types of Clinical notes
• How to create an episode / injury / diagnosis
• How to create a note
• How to view notes
• How to sign off on notes
• Where do unsigned-notes go?
• Duplicate clinical note function
• Auto-save Clinical Notes Tips

Form and Template setup

• How to access the template library
• How to create my own template

Patient Invoicing

• General invoicing overview
• How to print or download invoices
• How to email invoices or receipts to clients
• How to Invoice a patient
• How to add a payment

Consent / Intake Forms and Dashboard

• Introduction on creating a consent form
• How do I use/ send a consent form
• How do I use an intake form to Allow registration of patient
• How to use the consent form dashboard

Reporting

• Articles coming soon

Mindbody Integration

• Mindbody-Cliniknote Integration Setup Guide
• Mindbody Integration - Setting up Users and viewing Appointments/Classes
• Viewing Mindbody Pass Invoices