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
The New Check-In Kiosk: Designed for Speed, Simplicity, and Seamless Patient Experiences
Introduction The check-in process is often the first impression a patient has of your clinic—and first impressions matter. Long wait times, redundant paperwork, and confusing interfaces can quickly lead to frustration at the front desk. That’s why we’re excited to introduce the new ClinicMind Check-In Kiosk—an intuitive, patient-friendly solution that enhances efficiency, improves accuracy, and transforms the way clinics welcome their patients. This isn’t just a cosmetic upgrade. It’s a complete reimagining of the check-in experience, developed with today’s practice needs and tomorrow’s challenges in mind. Why It’s Time to Rethink Patient Check-In Clinics are under increasing pressure to optimize workflows, improve data accuracy, and maintain high patient satisfaction—all while juggling tight schedules and limited staff bandwidth. Traditional check-in tools often fall short, creating bottlenecks that ripple throughout the day. The new Check-In Kiosk addresses these challenges by delivering: Streamlined Workflows – Faster, easier navigation for patients reduces time at the kiosk and decreases lines in the lobby. Appointment-Specific Smart Forms – Patients only complete the documents relevant to their visit, reducing errors and improving compliance. Seamless MyClinicMind Integration – Patients can begin forms at home and finish them on-site without starting over. Universal Accessibility – Designed with all patients in mind, from tech-savvy adults to seniors and those with accessibility needs. Mobile App Availability – Set up easily on iPads or Android tablets with a dedicated app for maximum flexibility and speed. Out with the Old, In with the Future While the legacy kiosk served clinics well for years, its limitations have become more apparent in today’s dynamic healthcare environment. Slower interfaces, outdated form routing, and lack of support for new features mean it can no longer keep up with evolving clinical needs. That’s why we’re shifting our full development and support focus to the new Check-In Kiosk. This ensures your practice benefits from the latest innovations and ongoing improvements—without compromise. Built for Clinics, Backed by Experts Transitioning to a new tool can feel overwhelming—but we’ve made it simple. Our team is here to guide you through every step, from installation and customization (coming soon) to hands-on training. You’ll be up and running in no time, with a check-in system that’s aligned with your clinic’s goals and workflows. Final Thoughts The new Check-In Kiosk isn’t just a replacement—it’s an upgrade to the way your practice operates and your patients experience care. By investing in smarter, smoother check-ins, you free up time for your staff, reduce front-desk congestion, and start every patient encounter on the right foot. Let’s move forward together—because better check-ins mean better outcomes for everyone. Modern check-ins start with one click—schedule your call to learn more and get started.
Update on BOI Reporting – Wait and Watch
You’ve probably heard that there’s a legal back-and-forth going on in the courts regarding the Beneficial Ownership Information (BOI) reports. Here’s what’s happening and what it means. What’s the Issue? The U.S. government wants to require companies to report who really owns and controls them. These BOI reporting rules are meant to crack down on illegal activities like money laundering and tax evasion. Many countries already have rules like this. Without them, the U.S. looks like a safe haven for shady businesses. BOI reporting would help the U.S. stay credible and trusted in the global economy. But not everyone agrees with the rules, and some businesses have challenged them in court, saying they’re unfair or unconstitutional. FYI… The information won’t be public—it’s for law enforcement only. And most businesses will only have to fill out the form … themselves or with assistance (just like tax returns). Plus, the benefits of catching criminals far outweigh the minor inconveniences of compliance. What Did the Fifth Circuit Court Do? Recently, the Fifth Circuit Court of Appeals (covering Louisiana, Mississippi and Texas) said, “These rules can’t go into effect right now – we have to wait until the courts rule on the BOI’s.” This is called a temporary injunction, and it temporarily blocks the rules while the legal battle continues. They did not decide that the BOI’s cannot go forward – only that the filing deadline cannot be enforced (i.e., no penalties) while the BOI’s are being considered in court. How Did the DOJ Respond? The U.S. Department of Justice (DOJ), which enforces federal laws, wasn’t happy about this decision. They believe these rules are important for fighting financial crimes and want them to start as planned. So, they filed an emergency motion with the U.S. Supreme Court, asking it to lift the injunction. In simple terms, the DOJ is saying: “Supreme Court, we need your help right away. Let us enforce these rules while we sort out the legal stuff in lower courts.” What Happens Next? Here’s how it works: The Supreme Court Reviews the Motion The Supreme Court decides whether to take up the DOJ’s request. They don’t automatically have to say yes—they choose which cases to consider. The Decision If the Supreme Court agrees with the DOJ, it will lift the injunction, and BOI reporting rules can go into effect while the lawsuits continue. If the Court denies the request, the injunction stays, and the rules remain on hold for now. So, for the moment, we wait and watch.
Corporate Transparency Act Reporting Requirements Reinstated: What You Need to Know

On December 23, 2024, the Fifth Circuit Court of Appeals overturned a nationwide injunction that had temporarily paused the enforcement of the Corporate Transparency Act (CTA). Effective immediately, the CTA’s beneficial ownership reporting requirements are back in place and the court ruling reinstated the December 31, 2024, filing deadline. However, due to the confusion caused by the now-overturned injunction, FinCEN has announced a 2-week extension of the deadline to January 13, 2025. You can comply without stressing over the holidays that you will get a bill January 1st for $591 per day. What is the Corporate Transparency Act (CTA)? The CTA is a significant piece of legislation aimed at combating money laundering and enhancing financial transparency. It requires certain entities to disclose their beneficial ownership information to the Financial Crimes Enforcement Network (FinCEN). This information helps law enforcement agencies track illegal activities such as fraud and corruption. The Recent Legal Developments Earlier this month, on December 3, the U.S. District Court for the Eastern District of Texas issued a nationwide injunction that halted the enforcement of the CTA. However, the government successfully appealed the decision, and the Fifth Circuit granted a stay on December 23, effectively reinstating the reporting requirements. Key Implications for Companies Immediate Compliance Required: The Fifth Circuit’s decision did not alter the December 31, 2024, reporting deadline. Companies that are subject to the CTA must file their Beneficial Ownership Information (BOI) reports without delay. No Guidance from FinCEN Yet: FinCEN, the agency requiring the reports, itself extended the deadline to January 13, 2025. Reinforced Legal Obligation: The reinstatement underscores the importance of compliance. Failing to meet the reporting requirements could result in penalties, including fines and criminal charges. Steps for Companies to Ensure Compliance Determine Applicability: Not all entities are subject to the CTA. Exemptions include large companies, publicly traded corporations, and certain regulated entities. Consult legal counsel to determine if your organization must report. Gather Required Information: Prepare the following details for each beneficial owner: Full name Date of birth Address Unique identifying number from a government-issued document (e.g., passport or driver’s license). File Before the Deadline: Submit your BOI report to FinCEN by January 13, 2025. Early filing is advisable to avoid last-minute issues. Monitor for Updates: Stay informed of any additional guidance or changes from FinCEN that may impact the reporting process. Looking Ahead The reinstatement of the CTA reporting requirements highlights the government’s commitment to financial transparency and anti-corruption efforts. While the legal challenges to the CTA may continue, companies should prioritize compliance to mitigate potential risks. As this situation evolves, it is crucial to remain vigilant and proactive. Consulting with legal and compliance experts can help ensure your company adheres to the CTA’s requirements and avoids penalties. The January 13 deadline is firm, so act promptly to fulfill your obligations under the law. Visit our FinCEN Compliance Service Page to ensure your practice remains compliant and avoid costly penalties.
Make Payments a Competitive Advantage for Your Practice

In the fast-evolving world of healthcare, efficiency is critical. From patient care to administrative tasks, every second counts. One area where practices often struggle is managing patient payments. Multiple systems, manual entry, and clunky payment processes create unnecessary bottlenecks for practices and headaches for patients. So, how can healthcare providers overcome these challenges? Introducing ClinicMindPay, our newly launched integrated payment processing solution that seamlessly integrates with ClinicMind’s EHR and practice management system. Designed to simplify the payment experience for both patients and practices, ClinicMindPay offers the flexibility, security, and convenience that healthcare practices need to thrive in today’s competitive landscape. Why Should Practices Use ClinicMindPay? If you manage a healthcare practice, you’re likely familiar with the challenges surrounding payment processing. Whether it’s dealing with delayed payments, reconciling invoices manually, or navigating multiple platforms, these inefficiencies add unnecessary complexity to your day-to-day operations. Payment management is often a time-consuming process that can take your focus away from patient care. That’s where ClinicMindPay comes in. Powered by Fortis’ proven technology, ClinicMindPay not only streamlines payments but also fully integrates with ClinicMind’s suite of solutions. Imagine never having to worry about missing payments or spending hours entering data. With ClinicMindPay, your payments sync effortlessly, giving you time back to focus on what matters most—your patients. How ClinicMindPay Solves Payment Challenges Complete Integration: One of the standout features of ClinicMindPay is its seamless integration into your existing ClinicMind EHR and practice management system. Payments are automatically recorded and tracked, reducing administrative workload and minimizing errors. Patient Convenience: In today’s digital world, patients expect convenience. ClinicMindPay allows your patients to pay using their preferred method—whether it’s a credit card, ACH, or even digital wallets—making it easier for them to settle their bills quickly and efficiently. Secure and Reliable: Security is paramount in healthcare, and ClinicMindPay is built with that in mind. Our platform offers top-notch security features to ensure that all transactions are processed safely, providing peace of mind for both you and your patients. Streamlined Reporting: With comprehensive reporting tools, ClinicMindPay makes it easy to track payments, generate reports, and gain insights into your revenue cycle. The result? A more organized, efficient, and financially healthy practice. The Transition for Fortis Clients For our valued Fortis users, the transition to ClinicMindPay is effortless. You won’t need to do anything—your account will be automatically migrated to ClinicMindPay, and you’ll continue to enjoy the same reliable payment services, now with deeper integration into ClinicMind’s suite of solutions. Why Choose ClinicMindPay? ClinicMindPay reflects our dedication to delivering a seamless, all-in-one solution for managing payments. More than just a payment platform, it’s an integrated tool crafted to streamline your operations, enhance patient satisfaction, and boost overall efficiency in your practice. If you’re ready to simplify your payment processes and enhance your practice’s financial health, ClinicMindPay is the solution you’ve been waiting for. For more information on ClinicMindPay and how it can benefit your practice, visit our ClinicMindPay page. You can also check out our full press release to dive deeper into how ClinicMindPay is transforming payment solutions for healthcare providers. Read the press release here.
Rooming Module: A Game-Changer for Practice Efficiency

In today’s fast-paced healthcare environment, efficient patient flow is crucial for maintaining high-quality care and practice profitability. That’s why we’re thrilled to introduce ClinicMind’s new Rooming Module – a game-changing feature designed to streamline your clinic’s operations and enhance patient experience. Why the Rooming Module Matters The Rooming Module addresses a common pain point in many practices: the time-consuming task of assigning patients to treatment rooms. By automating this process, we’re freeing up your front office staff to focus on other critical tasks, ultimately improving overall practice efficiency. Prioritizing Patient Privacy We understand the importance of patient confidentiality. That’s why we’ve included the Privacy View feature, which hides patient names on public displays while still providing enough information for patients to recognize their turn. Key Features and Benefits Automated Room Assignment: Patients are automatically or manually assigned to appropriate treatment rooms based on their scheduled services. Multi-Service Support: Whether you offer physical therapy, adjustments, or other services, the Rooming Module adapts to your clinic’s unique needs. Audible Announcements: Guide patients effortlessly with automated voice directions, reducing confusion and improving foot traffic flow. Privacy View: Maintain HIPAA compliance with our innovative Privacy View feature, perfect for waiting room displays. Customizable Room Configuration: Easily set up and modify room layouts to match your clinic’s physical space. How It Works The Rooming Module interface is intuitive and easy to use. It’s divided into two main components: Waiting Area: Displays checked-in patients in order of arrival. Treatment Rooms: Shows occupied and available rooms, customized to your clinic’s services. Conclusion The ClinicMind Rooming Module is more than just a new feature – it’s a powerful tool that can transform your practice’s efficiency and patient experience. By streamlining patient flow, reducing staff workload, and maintaining privacy, this module empowers you to focus on what matters most: providing excellent care to your patients. Ready to revolutionize your patient flow management? Log in to your ClinicMind account today and discover the difference the Rooming Module can make in your practice!
How PatientHub is Transforming Patient Engagement for Busy Practices

Running a busy healthcare practice means juggling a lot of responsibilities, especially when it comes to staying connected with patients. Many practices struggle to keep up with patient engagement, leading to missed appointments, decreased patient satisfaction, and lost revenue. ClinicMind’s recent acquisition of ChiroDominance, now rebranded as PatientHub, is here to help address these common challenges head-on. Solving Real Challenges for Healthcare Practices With PatientHub, ClinicMind is tackling the key issues that often keep healthcare providers from reaching their full potential. Patient engagement can feel like a never-ending task: getting new patients in the door, converting them into regular visits, and keeping them engaged over time. This process can be time-consuming and overwhelming, especially for practices that don’t have the right tools in place. PatientHub is designed to help practices overcome these challenges by offering features that streamline every stage of the patient journey: Attracting New Patients: For practices struggling to find new leads, PatientHub’s marketing tools help bring new patients in the door by increasing your practice’s visibility and making it easier for prospective patients to discover you. Improving Appointment Attendance: It’s not uncommon for practices to lose patients simply because of no-shows or missed appointments. PatientHub’s automated reminders and user-friendly scheduling tools help reduce these missed appointments, making it easier for patients to keep up with their healthcare needs. Increasing Patient Retention: Practices often lose touch with patients who need continued care but get caught up in their own busy schedules. PatientHub offers reactivation campaigns and follow-up reminders, so you can stay connected with patients and bring them back for the care they need. Boosting Reputation: Online reviews play a huge role in how new patients find you. PatientHub makes it easy to encourage happy patients to leave reviews, helping you build a solid reputation that attracts more clients over time. What This Means for Your Practice With the integration of PatientHub, ClinicMind provides a comprehensive, all-in-one platform that takes the hassle out of patient engagement. It’s not just about attracting patients; it’s about keeping them engaged and satisfied, so they keep coming back. This seamless connection to ClinicMind’s other tools—like EHR, billing, and credentialing—means you can manage patient engagement right alongside your other essential practice tasks. Darwin Holdsworth, former CEO of ChiroDominance and now VP of PatientHub, explains: “ClinicMind’s infrastructure lets us take our tools to the next level. Our goal is to make sure practices have everything they need to stay connected with patients, without adding more work to an already busy day.” A Smoother Experience for Everyone Existing ClinicMind clients and those who were using ChiroDominance separately will experience a smooth transition to this integrated platform, without interruptions in service. And for those new to ClinicMind, PatientHub offers an intuitive and powerful way to step up patient engagement efforts, backed by all the features that make ClinicMind a trusted partner for healthcare practices. In the end, PatientHub is about making patient engagement easier and more effective, so practices can focus on what matters most: providing excellent care. With this addition, ClinicMind is helping healthcare providers go beyond the basics, giving them the tools to enhance the entire patient experience, from the first contact to ongoing care. Welcome to PatientHub—where patient engagement meets practical, all-in-one management for a healthier, more connected practice. Find out more about PatientHub.
Revolutionizing Patient Care: The Rise of Virtual Front Desk Services in Medical Practices

In the healthcare sector, where patient trust and satisfaction are paramount, the front desk serves as the crucial first point of contact. As we adapt to the demands of modern healthcare, virtual front desk services are becoming essential for medical practices aiming to enhance patient experiences. But what exactly are these services, and how can they transform your practice? Let’s explore the profound impact they can have. What Are Virtual Front Desk Services? Virtual front desk services provide remote support for a range of administrative tasks traditionally handled by in-person staff. These services include managing phone calls, scheduling appointments, responding to patient inquiries, and even assisting with billing inquiries—allowing your medical team to concentrate on what truly matters: patient care. Leveraging advanced technologies such as chatbots and scheduling software, virtual front desks offer a seamless, efficient experience for both patients and providers. The Transformative Benefits of Virtual Front Desk Services for Medical Practices Virtual front desk services profoundly enhance medical practices by elevating the patient experience and alleviating staff stress. With streamlined administrative tasks, practices create a welcoming environment where patients feel valued from their first interaction. This shift allows in-house teams to focus on meaningful patient care, reducing burnout and fostering a compassionate atmosphere. Empowering patients is another key benefit. Virtual front desks enable easy appointment scheduling and instant access to information, giving patients greater control over their healthcare journey. This convenience fosters satisfaction and builds trust. Moreover, these services facilitate proactive patient engagement through automated reminders and follow-up communications, encouraging attendance and adherence to care plans. This proactive approach demonstrates a commitment to patient health, reinforcing their confidence in your practice. Additionally, the professionalism conveyed by a virtual front desk enhances your practice’s reputation within the community. As patient needs evolve, the flexibility of virtual services allows practices to scale operations without the constraints of physical space. Finally, many virtual front desk solutions offer valuable analytics that provide insights into patient behavior. By leveraging this data, practices can make informed decisions to continually improve services and enhance patient satisfaction. Who Can Benefit? Small Practices: For small medical practices, virtual front desk services can enhance professionalism and operational efficiency without the need to hire additional staff. Specialized Clinics: Specialized clinics can benefit from streamlined scheduling and patient management, ensuring that they can handle unique patient needs effectively. Healthcare Networks: Larger healthcare networks can leverage virtual front desks to maintain consistent service across multiple locations, providing a cohesive experience for patients regardless of where they receive care. Key Features to Look For When selecting a virtual front desk service for your medical practice, consider these essential features: HIPAA Compliance: Ensure that the provider adheres to HIPAA regulations, safeguarding patient privacy and maintaining confidentiality in all communications. Integration Capabilities: A virtual front desk should seamlessly integrate with your existing practice management software, enhancing workflow and ensuring efficient operations. Real-World Examples Case Study 1: A bustling practice implemented a virtual front desk service and saw a dramatic 30% increase in patient inquiries handled effectively. With improved response times, they not only enhanced patient satisfaction but also cultivated a loyal community. Case Study 2: In contrast, a local specialty clinic struggled without a virtual front desk, leading to missed calls and frustrated patients. This experience highlighted how crucial effective communication is for maintaining trust and loyalty. Conclusion Virtual front desk services are not merely a trend—they represent a significant advancement in how medical practices approach patient care and operational efficiency. By adopting these innovative solutions, your practice can enhance efficiency, reduce costs, and ultimately create a richer, more satisfying experience for your patients. If you’re ready to take the next step in transforming your practice, now is the perfect time to explore the possibilities that virtual front desk services offer. Schedule a demo to learn more:
The Change Healthcare Data Breach. Episode 2: Ask The Experts

Months after the largest healthcare cyber attack in history, we take a closer look at the current situation. This video examines the ongoing recovery efforts, the impact on the industry, and how organizations are adapting to increased cybersecurity challenges.