Integrate Clinicminds with Retently

Trigger NPS/CSAT surveys after patient appointments or invoice generation, sync patient contact details and appointment history with Retently, and use feedback scores to improve clinic services and patient satisfaction.

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About Clinicminds

Clinicminds is a software for practice and patient management in private healthcare clinics, focused on managing appointments, invoices, and patient records.

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Clinicminds to Retently

1

Appointment Cancelled

Triggers when an appointment is cancelled or deleted.
2

Patient Subscribed to Newsletter

Triggers when a patient subscribes to the newsletter in Clinicminds.
3

Patient Visited

Triggers when a record is closed, or an appointment is marked as ‘occurred’.
4

Invoice Payment Deleted

Triggers when a payment is deleted from an invoice.
5

No-Show Registered

Triggers when a no-show is registered for a scheduled appointment.
6

Prepayment Refunded

Triggers when a prepayment is successfully refunded to a patient.
7

Treatment Performed

Triggers when a treatment is invoiced.
8

Appointment Scheduled

Triggers when a new appointment is scheduled or an existing appointment is rescheduled.
9

Patient Unsubscribed From Newsletter

Triggers when a patient unsubscribes from the newsletter in Clinicminds.
10

Invoice Created

Triggers when a treatment, product sale, or treatment plan/quote is invoiced or an existing invoice is updated or credited.
11

Invoice Payment Registered

Triggers when a payment is registered for an invoice.
12

Prepayment Received

Triggers when a prepayment is paid by a patient.
13

Product Sold

Triggers when a product is invoiced.
14

Money Added to Wallet

Triggers when money is manually added to a patient’s wallet or a transaction is reverted.
RetentlyClinicminds logo

Retently to Clinicminds

1

Add Note to Patient

Adds a note to an existing patient.
2

Find Appointments

Finds appointments of a patient.
3

Find or Create Patient

Finds or creates a patient.
4

Create Patient

Creates a new patient.
5

Find Patient

Finds a patient.

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