Fall is when referral volume picks up, care plans get renewed, and the administrative load grows with both. This release is built around that reality: a dedicated portal for attorneys and case managers, patient self-service access directly from your practice website, care plans that build their own visit schedules, and billing workflows that close Revenue Leak and cut manual steps.
Case Collaboration: CareConnect
Practices working with attorneys on workers' comp and personal injury cases, and with case managers, now have a dedicated portal. CareConnect gives outside partners direct access to the documents and chart materials they need — without routing every request through the front desk. Access is controlled from the chart, every interaction is tracked in an audit log, and nothing leaves the practice without explicit action. It works for referring providers too.
Incoming faxed referrals are easier to handle as well. The AI-powered Address Book reads the fax and automatically pulls all the referring provider's details into a pre-filled contact form. Staff review, confirm, and save — no retyping required.
Patient Engagement: Booking, QR Access, and Linked Accounts
Self-Schedule with Forms gives new patients a way to schedule themselves and complete their intake paperwork directly from your practice website. Existing patients verify with a one-time code.
QR Code Portal Access solves a different problem: getting patients into the ClinicMind portal for the first time. Display the QR code in your office — when a patient scans it, the app downloads and they are logged in automatically, in one step.
Linked Account Management now lets you schedule, reschedule, and cancel visits for family members or anyone with a linked account, all at once.
Patient Payments: Membership Plans and a Unified Payment Flow
Membership Plans give practices a structured way to offer and bill recurring cash-pay services — wellness adjustments, med spa add-ons, and similar packages. Enroll patients directly from the chart; the recurring charge runs automatically each cycle.
Pay, Charge & POS closes a Revenue Leak that most practices don't notice: different payment types used to require different screens. Now it all happens from one action — charges, copay, POS items, and free-form payments collected together, charged once at the end.
Care Plans: Specificity, Auto-Population, and Milestone Rules
Three updates, each building on the last.
Appointment Type Specificity tracks compliance by visit type — adjustments and re-evaluations counted separately.
Pre-Populate Visit Plan builds the matching visit schedule automatically when you save a care plan, carrying appointment types, clinician, and frequency into a ready-to-review block.
Every N Visit Rule replaces repetitive manual rules: set one Every rule — a re-exam every 12th visit, for example — and ClinicMind schedules each milestone automatically. Rules can be stacked.
Documentation, Orders, and the Flowsheet
ChiroNote is ClinicMind's new version of the SuperNote and loads instantly. AI Update is now available in ChiroNote: providers dictate a quick recap of the encounter and ClinicMind updates the SOAP note and macros. AI Update is also available in FlexNote 1.
Orders now work from a single search box covering medications, labs, and free-text instructions. Lab orders generate a printable requisition.
The Flowsheet — ClinicMind's tool for tracking clinical data longitudinally, like pain scores and range of motion — now shows a preview of actual patient values when adding fields, supports custom field labels, and tracks readings at specific times within the same visit.
Appointment List V2 brings the full appointment list into ClinicMind 2.0 with all the features from 1.0 and more, now integrated with care plans: filter by plan, see each visit labeled by position (“Visit 4 of 36”), and cancel or delete future appointments in one action.
Who Benefits Most
- Front desk staff — self-scheduling, QR access, linked account management, and unified payments.
- Clinicians — auto-populated care plans, recurring milestone rules, and AI Update in ChiroNote.
- Practice owners — recurring billing, structured case collaboration, and a more complete order workflow.
How to Get Started
Open the What's New section from your dashboard for setup guides. CareConnect, Membership Plans, and self-scheduling are configured in Admin settings. Care plan rules and flowsheet labels take effect immediately.
This release reduces Office Chaos in the front office and the chart, keeps Patient Drift from starting at the first booking, and puts more of your practice on One Platform. To see these updates in your practice, schedule a consultation.