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Welcome
Workspace Management
Renaming your workspace
What’s The Difference Between A Manager, Team Member, And Collaborator?
Add A Tea m Member To Your Workspace
Project Setup
Renaming your workspace
What’s The Difference Between A Manager, Team Member, And Collaborator?
Add A Tea m Member To Your Workspace
Project Management
Renaming your workspace
What’s The Difference Between A Manager, Team Member, And Collaborator?
Add A Tea m Member To Your Workspace
FAQs
Welcome
Setting up your Clinic
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
Creating an Appointment on the Diary
Viewing existing appointments and options
Cancelling appointments
Creating Patients
How to create an episode / injury / diagnosis
Searching/viewing patient details
Types of Clinical notes
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
How to access the template library
How to create my own template
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
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
Mindbody-Cliniknote Integration Setup Guide
Mindbody Integration – Setting up Users and viewing Appointments/Classes
Viewing Mindbody Pass Invoices
Onboarding a new user - tutorial video
Onboarding a new user - tutorial video
Onboarding a new user - tutorial video
Viewing Mindbody Pass Invoices
Mindbody Integration – Setting up Users and viewing Appointments/Classes
Mindbody-Cliniknote Integration Setup Guide
How to use the consent form dashboard
How do I use an intake form to Allow registration of patient
How do I use/ send a consent form
Introduction on creating a consent form
How to add a payment
How to Invoice a patient
How to email invoices or receipts to clients
How to print or download invoices
General invoicing overview
How to create my own template
How to access the template library
Auto-save Clinical Notes Tips
Duplicate clinical note function
Where do unsigned-notes go?
How to sign off on notes
How to view notes
How to create a note
Types of Clinical notes
Searching/viewing patient details
How to create an episode / injury / diagnosis
Creating Patients
Cancelling appointments
Viewing existing appointments and options
Creating an Appointment on the Diary
Create inventory items and apply tax rates
Types of Users and their Roles
Setting up a subscription
Setting Opening Hours
Practice Information and Location
Adding additional users to your exisiting plan
Related Topics
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