ClinicMind Patient Intake Forms: Smarter, Flexible Digital Healthcare Intake
ClinicMind Patient Intake Forms: Smarter, Flexible Digital Healthcare Intake A smooth patient intake process is key to running an efficient healthcare practice. That’s why we’re excited to introduce ClinicMind’s next generation Patient Intake Forms, designed to offer more customization, automation, and better workflow integration. Other companies, like Phreesia, offer digital intake tools, but ClinicMind takes it a step further. Our new features help you engage with patients more efficiently and ensure your forms fit smoothly into your practice’s daily routines. What’s new in ClinicMind patient intake forms Here’s how we’re transforming patient paperwork: Appointment type based display Say goodbye to one size fits all forms. Now you can tailor patient paperwork for each appointment type, like consultations, follow-ups, therapy sessions, or re-exams, to better match your workflow. QVAS calculation by appointment type You no longer have to use the same scoring for every appointment. With ClinicMind, you can choose which appointment types include QVAS calculations, so providers get the data they need when they need it. Document completion tasks by appointment type Get helpful alerts that keep you on track. You can pick which appointment types send notifications when patients finish forms in MyClinicMind (Patient Portal), so your team always knows what to do next. The upgrades are now live, and teams are seeing easier onboarding, quicker documentation, and improved compliance. ClinicMind vs Phreesia: Patient Intake Form Comparison Phreesia is a familiar choice for patient intake, but ClinicMind’s updated Patient Forms offer some important advantages for your practice. Deeper customization Phreesia: Provides standardized intake forms with some customization options. ClinicMind: Lets you fully customize forms based on appointment type, specialty, and workflow, so your forms stay relevant and avoid unnecessary repetition Integrated clinical Intelligence Phreesia: Focuses on digital data collection and payment capture. ClinicMind: Includes tools such as QVAS scoring, clinical documentation triggers, and task workflows built into the EHR/RCM system. This helps streamline care at every stage, not just during intake. Unified platform vs. add-On Phreesia: Primarily an intake tool that bolts onto other systems. ClinicMind: A single platform that brings together intake, scheduling, billing, credentialing, and RCM, so you avoid the hassle of using disconnected systems Patient & staff experience Phreesia asks patients to use different portals, which means adding another vendor to the process. ClinicMind uses the MyClinicMind Patient Portal, which providers already trust. Patients can access forms, communication, and scheduling all in one place. Why ClinicMind’s Patient Intake Forms Matter for Your Practice ClinicMind lets providers manage patient paperwork in detail, so they can: Patients only see the forms that matter to their visit. Staff receive automated tasks only when needed. Clinicians get relevant, structured data integrated into their notes. This means less paperwork, fewer mistakes, and more time to focus on your patients. Make intake effortless
EHR New Feature Release: Designed for a Smarter, Smoother Practice
At ClinicMind, we believe our EHR should be more than just software; it should be a partner in delivering exceptional patient care. That’s why we’re excited to announce our latest feature enhancements. These updates are designed to save you time, simplify workflows, and give you more control over your day so you can focus on what truly matters: your patients. Telehealth Virtual care, simplified and organized.Managing telehealth appointments has never been easier. The new Telehealth gives you real-time visibility into all your virtual consultations whether they’re current, upcoming, or completed. Clear appointment categorization for quick reference. Smooth patient interactions with an intuitive, easy-to-use interface. Instant access to audio and video tools for uninterrupted care delivery. Whether you’re running a fully virtual clinic or blending in-person and online visits, this feature ensures that every patient is seen on time and without hassle. Redesigned Point-of-Sale Fast, clear, and effortless patient transactions.Our redesigned point-of-sales interface takes the guesswork out of payments. With a cleaner, more intuitive layout, both patients and staff can navigate transactions seamlessly. Clearly displayed charges, discounts, and applicable offers. Efficient bulk application of point-of-sale items to speed up processing. Minimized transaction times to improve the checkout experience. From front desk staff to clinicians, everyone benefits from a point-of-sales that just works faster and smarter. Enhanced Task Checklists Stay on track and never miss a step. The updated Task Checklist feature makes daily operations more organized and transparent. Execute task checklist button for quick, bulk action completion. Dropdown menus to easily select or deselect tasks before execution. Improved dependency logic for assigning tasks, deadlines, and responsibilities with clarity. No more scattered notes or forgotten follow-ups your priorities are now front and center. Why This Matters for Your Practice With these updates, ClinicMind EHR continues to evolve as a complete practice management solution. You’ll enjoy: Reduced admin time. More efficient patient encounters. Greater operational clarity. When technology works in the background to streamline your day, you’re free to focus on delivering outstanding care. ClinicMind EHR Your All-in Partner for Practice Success.
Announcement Flexnote Release Notes – V17
We’re excited to share some powerful new updates to FlexNote, built to streamline your documentation, enhance patient care, and minimize clinical oversight. Here’s what’s new: My Symptoms – Change in Location & New Complaint Indicators – This feature is important because it shows the physician when the patient makes a change to the location of a complaint and adds an indicator when there is a new complaint added. This is important because without the indicator changes or new additions can be very easy to miss. Macro Recovery Option – This is important because, we used to permanently delete macros and there was no way to retrieve them if this was done accidentally. Now, when a user deletes the macro, they can retrieve it themselves very easily. Smart Field: Improvements Summary – This field is important because it will calculate the improvement of the following: complaint pain, complaint frequency and outcome assessment tool scores between the patient’s last evaluation and the most recent to show the clinician where the patient is at in their recovery or progress in their treatment. Interpretation Based on the Onset Date – This feature is important because it will show the clinician whether the patient’s complaint is Acute, Sub-Acute, or Chronic based on the onset date of the complaint (found under the Presenting Problems field) and the date of service of the note being documented in. Zoom In/Out Feature – This feature is helpful for those with poor eyesight, without affecting the formatting of the PDF of that note. You are now able to zoom in or out which will only affect the left hand side of the note and allow for things to be easily read. Smart Sync with Patient Forms – This feature is important because we have a concept called field sharing/auto salt, which allows the values in one template to be automatically pulled into another template (ie, Patient Forms and FlexNote). This functionality is only called once though and it’s during document creation. Which means if a patient is currently in the middle of filling out their Patient Forms and the doctor wants to open the FlexNote to pre-prep the note, the FlexNote will only receive whatever the patient filled out at the time the FlexNote was created. This functionality will give them a 1-click button solution to have the system update the shared values between the two notes to be updated. New ‘Or’ Delimiter for multi option field – This feature is useful for scenarios where ‘, and’ does not fit the sentence structure and they would prefer ‘, or’. Play Video New to ClinicMind? Book a demo here
June 2025 Updates: Advanced Care Plan Features, Visit Plan and Finish Later Workflow
We’re committed to enhancing your workflow with every update. Our latest release introduces new smart features designed to help you work more efficiently, so you can focus on what matters most—delivering exceptional care. Advanced Care Plan Features CPT Grouping – Bundle related procedure codes (e.g., 99202‑99204) so usage and remaining visit counts are tracked together. Discounts at CPT / Group Level – Apply distinct discounts to specific CPT codes or groups instead of one discount for the entire care plan. Visit Plan Design complex visit recurrence patterns—such as tapering from five visits a week to one—within a single interface. (Previously called “Bulk Schedule” in ClinicMind 1.0.) Finish‑Later Workflow The “Finish Later” option is now visible directly in your documentation toolbar, making it easy to pause charting without clicking “Complete” first. Play Video New to ClinicMind? Book a demo here
