Question 1

How does the free trial work?

Accepted Answer

You can use ClinicSense for free for 14 days with no credit card required. During the trial, you have access to all features so you can decide if it’s the right fit for your clinic.

Question 2

Do I need a website to use ClinicSense?

Accepted Answer

No, you do not need a website to use ClinicSense. You can set up online scheduling and gift certificates through your ClinicSense profile page. If you do have a website, you can also add ClinicSense booking and gift certificate buttons.

Question 3

How long does it take to learn ClinicSense?

Accepted Answer

ClinicSense is designed to be intuitive and easy to use. Once you transfer your files and set up online booking, you can start booking clients right away. Our support team is available to help throughout setup.

Question 4

How long does online booking setup take?

Accepted Answer

Online booking can be set up in minutes by adding the ClinicSense booking button to your website or social media profiles. Our support team can also assist with setup if needed.

Question 5

What if I’m currently using another online booking system?

Accepted Answer

Switching to ClinicSense is simple. Our support team can import your client list so your existing clients are on file. You can then deactivate your old booking system and add the ClinicSense booking button.

Question 6

How can my clients book appointments with ClinicSense?

Accepted Answer

Clients can book appointments using the online booking button on your website or social media profiles. You can also manually book appointments for clients directly in the ClinicSense calendar.

Question 7

Can I control who is allowed to book appointments?

Accepted Answer

Yes. ClinicSense lets you customize who can book online, which services they can book, and which practitioners they can book with.

Question 8

How do appointment deposits work with online booking?

Accepted Answer

You can customize deposit and payment requirements using ClinicSense’s no-show guard. You may request partial or full payment, or require a credit card on file, and customize these rules by client.

Question 9

What are customizable SOAP note templates?

Accepted Answer

ClinicSense includes seven pre-loaded professional SOAP note templates that can be used as is or customized. You can also create and save custom templates from scratch.

Question 10

How many SOAP note templates can I have?

Accepted Answer

There is no limit to the number of SOAP note templates you can create and save. The seven built-in templates can also be duplicated and customized.

Question 11

Can I write notes on a tablet or from home?

Accepted Answer

Yes. ClinicSense is cloud-based, so you can complete notes from any compatible device with an internet connection.

Question 12

What should I do with my old paper SOAP notes?

Accepted Answer

You should keep your paper charts for record-keeping and use ClinicSense for new visits. You may also scan and upload key documents if desired, but there is no need to rewrite past notes.

Question 13

What payment methods can I accept through ClinicSense?

Accepted Answer

ClinicSense supports multiple payment methods including cash, credit cards, insurance payments in Canada, and gift cards. It integrates directly with Square and Square Terminal, and all payments are tracked in reports.

Question 14

Can I request deposits or pre-payment before appointments?

Accepted Answer

Yes. With Square integration, you can request deposits or full pre-payment for appointments. You can customize which clients must pre-pay and the required amount.

Question 15

How does invoicing work? Do clients get receipts?

Accepted Answer

Invoices are automatically generated when appointments are booked. Once payment is recorded, you can email or print professional receipts, and payments are tracked in ClinicSense reports.

Question 16

Does ClinicSense help increase bookings?

Accepted Answer

Yes. ClinicSense can send automated emails to remind clients about availability and follow-ups, and supports promo codes and email newsletters to help increase bookings.

Question 17

Does ClinicSense help with reviews and referrals?

Accepted Answer

Yes. ClinicSense helps collect feedback, prompt happy clients to leave Google reviews, and send referral invitations to support business growth.

Question 18

Can I segment communications or send custom messages?

Accepted Answer

Yes. You can segment communications for different client groups and send tailored messages to improve engagement and retention.

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Explore more ClinicSense features

Online booking demo

Treatment note demo

Online forms demo

Schedule & calendar demo

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FAQs

General

Online Booking

SOAP Notes

Payments

Marketing and Communications

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