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. Upgrade to Smarter Patient Intake Forms with ClinicMind Patient intake is evolving to be more intelligent, integrated, and adaptable. With ClinicMind’s new Patient Forms update, practices of any size can boost efficiency, stay compliant, and keep patients happy, all without managing several vendors. To see how Patient Forms can streamline your workflows today 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
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.
PatientHub Scheduled Maintenance Notification
We want to inform you about upcoming scheduled maintenance to ensure the continued reliability and performance of PatientHub. Maintenance Details: Dates: January 17–19, 2025 Start Time: 4 PM ET Expected Duration: 48 hours During this time, PatientHub will continue to function normally. However, any new patients or appointments will not sync to PatientHub. Once the sync is restarted, PatientHub will catch up and the sync will continue normally with no intervention needed. We apologize for any inconvenience this may cause and thank you for your understanding as we work to enhance our services.
Update on PatientHub Appointment Management Issue
Update – January 10, 2024 We’re pleased to inform you that the PatientHub Appointment Management Issue has been fully resolved, patients will continue to receive appointment reminders, and all systems are now back up. We sincerely appreciate your patience and understanding during this time. If you experience any issues or have any questions, please don’t hesitate to reach out to our support team. Update – January 9, 2024 We want to inform you about a technical issue affecting the PatientHub appointment management. Our development team is actively working to resolve it as quickly as possible. Here’s what you need to know: Appointment Reminders for Existing Bookings: Patients who booked appointments before today will still receive their reminders as usual. Impact on New Appointments: New appointments may be temporarily affected until the issue is resolved. While we cannot provide a specific timeline for the complete restoration of the service, we will share updates as progress is made. We sincerely apologize for any inconvenience this may cause and greatly appreciate your patience. If you have urgent concerns or need assistance, please don’t hesitate to contact our support team. Thank you for your understanding and trust.
Save Time and Improve Patient Care with the Encounter Bar
The Encounter Bar in the Chart Summary is designed to simplify access to patient visit history, reduce clicks, and improve workflow efficiency. Why the Encounter Bar Is a Game-Changer: Comprehensive Overview: View a patient’s full visit history, including past, current, and upcoming appointments, all in one place. Streamlined Navigation: Say goodbye to repetitive navigation and wasted time searching for key details. Access everything you need with fewer clicks. Improved Decision-Making: With all relevant visit information at your fingertips, providers can make informed decisions faster and improve patient care. Why It Matters: The Encounter Bar allows providers to focus on what truly matters: delivering high-quality care. By reducing workflow interruptions and simplifying navigation, this feature enables your team to save time, streamline operations, and improve patient outcomes. Interested in optimizing patient flow for your practice? New Clients: Book a consultation to learn how these features can transform your workflows. Current Clients: Reach out for a detailed training session and discover how to make the most of this feature for your practice.
Optimize Patient Flow and Eliminate Bottlenecks with the Rooming Module
We’re excited to highlight the Rooming Module, a game-changer in real-time patient flow management. Efficient patient movement is essential to ensure smooth visits, reduce wait times, and improve the overall care experience. How the Rooming Module Helps Your Practice: Real-Time Tracking: Know where patients are at every stage of their visit, enabling seamless transitions between rooms and reducing wait times. Eliminating Bottlenecks: Automate room assignments and transitions, allowing your staff to handle patient flows more effectively and minimize delays. Enhanced Communication: With instant updates on patient location, your staff and providers can collaborate better and deliver timely care. Workflow Efficiency: From check-in to rooming, every step is accounted for, simplifying daily operations for your team. Why It Matters: Whether your practice manages single appointments or complex schedules, the Rooming Module optimizes workflows to ensure your patients receive the care they need without unnecessary delays. Interested in optimizing patient flow for your practice? New Clients: Book a consultation to learn how these features can transform your workflows. Current Clients: Reach out for a detailed training session and discover how to make the most of this feature for your practice.
