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Clinicminds Integration

ApproveThis manages your Clinicminds Integration approvals.

April 17, 2025

Integration Category: Crm

How ApproveThis + Clinicminds Cuts Approval Chaos for Healthcare Teams

Let’s be real: healthcare clinics aren’t exactly known for their love of paperwork. Between patient care, compliance requirements, and keeping the lights on, chasing down signatures for every little decision feels like trying to do brain surgery with a butter knife. That’s why pairing ApproveThis with Clinicminds through Zapier isn’t just nice-to-have – it’s malpractice prevention for your workflow.

Why This Combo Works Like a Sterile Scalpel

Clinicminds handles the heavy lifting of patient management, while ApproveThis acts as the bouncer for your decision-making processes. Together through Zapier, they automate the boring stuff so your team can focus on what actually matters: keeping patients healthy and the business healthier.

Here’s the kicker: ApproveThis approvers don’t need Clinicminds licenses. Need a specialist to greenlight a procedure? Have an external accountant review billing changes? No problem. They approve via email while your team keeps working in Clinicminds. No added software costs, no training headaches.

Three Ways This Duo Saves Clinics From Themselves

1. Appointment Roulette Becomes Appointment Rules

Every time someone books/reschedules in Clinicminds, ApproveThis can:

  • Check provider availability before confirmation
  • Require manager approval for last-minute changes
  • Auto-approve routine visits but flag complex cases

Real-world fix: A dermatology clinic uses approval thresholds to auto-approve standard mole checks but route cosmetic consultations to senior staff. Reduced no-shows by 22% because patients weren’t booking beyond scope.

2. Patient Onboarding That Doesn’t Need CPR

New patient requests in ApproveThis trigger Clinicminds profiles automatically. But here’s the twist – use calculated fields to:

  • Flag high-risk med histories for physician review
  • Require insurance verification above certain copay levels
  • Assign intake coordinators based on specialty

Cold hard stats: A dental group using this combo cut patient intake time from 48hrs to 4hrs. How? Approval groups let hygienists, billing, and docs review parallel instead of playing phone tag.

3. Unsubscribes That Don’t Unravel Marketing

When patients opt out of newsletters in Clinicminds, ApproveThis:

  • Requires marketing lead approval to prevent accidental removals
  • Triggers retention offers if VIP patients unsubscribe
  • Logs all opt-outs with reason codes for compliance

True story: A physio clinic caught 15% “accidental” unsubscribes using this workflow. Their MA now sends a quick “We’ll miss you” approval link – 60% of those patients resubscribe.

Setting This Up Without Losing Your Sanity

  1. Connect both apps to Zapier (takes 3 minutes)
  2. Pick a trigger from Clinicminds (new appointment, patient, etc.)
  3. Add ApproveThis as the action – map key fields
  4. Test with real data (Zapier’s preview mode is clutch)

Pro tip: Start with one workflow like appointment approvals. Once that’s humming, clone the Zap for other processes. Most clinics get 3-5 automations live in under a week.

Who Benefits (Besides Your Sanity)?

Front Desk Teams

No more sticky notes on monitors begging for approvals. Automatically route:

  • Procedure change requests
  • VIP appointment exceptions
  • Supply orders over budget

Medical Staff

Doctors get approvals in email between patients. Vacation mode auto-forwards requests so nothing stalls. Plus, conditional logic means they only see what actually needs their brain.

Admin/Billing

Audit trails for every decision – perfect for compliance reviews. Automatic escalations if approvals take too long. Plus, approval thresholds prevent $500 Band-Aid orders.

But Wait – There’s Actual Features

ApproveThis isn’t just a digital permission slip. Clinic teams geek out over:

Approval Thresholds

Auto-approve routine PT sessions under $150? Done. But that $2k MRI order needs three sign-offs. Set once, forget forever.

Vacation Delegation

Dr. Smith skiing in Aspen? Requests auto-route to her partner without missing SLAs. No more “I thought you were covering!” chaos.

Real-Time Dashboards

See every pending decision color-coded by urgency. Export reports for board meetings in two clicks.

Common “Yeah, Buts…” We Hear

“Our approvals are too complex.”
Cool. Build multi-step flows where billing approves costs first, then clinical staff OKs medical necessity. Sequential or parallel – your call.

“We have external partners.”
Even better. ApproveThis lets vendors approve purchase orders or lab partners confirm test kits – all without Clinicminds access. They get an email, click approve, done.

“This feels like overkill.”
One client thought that too. Then they realized 30% of staff time was spent chasing approvals. After automating? That time became 8%. Your ROI calculator will blush.

Ready to Stop Playing Approval Tag?

If your clinic’s bigger than 50 staff or managing multiple locations, this isn’t optional – it’s survival. The combo of ApproveThis + Clinicminds via Zapier acts like an IV drip of efficiency straight into your workflow.

Next steps:
1. Grab a free ApproveThis trial (no CC needed)
2. Connect to Clinicminds in Zapier (we’ll send you a cheat sheet)
3. Pick one annoying approval process to automate this week

Or if you’re the “show me first” type, book a 15-min demo. We’ll map out your top 3 time-wasting approvals and build a custom plan while you sip your coffee.

Either way – stop letting paperwork triage your team. Patients deserve better, and honestly? So do you.

🥳

Integrate with Clinicminds Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

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Best Approval Workflows for Clinicminds

Suggested workflows (and their Zapier components) for Clinicminds

Create approval requests for new Clinicminds appointments

Tired of manually processing appointment approval requests? With this automation, whenever a new or rescheduled appointment is created in Clinicminds, an approval request is automatically initiated in ApproveThis. Enhance decision-making by ensuring every appointment is verified swiftly and accurately.

Zapier Components

Clinicminds Logo

Trigger

Appointment Scheduled

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

Action

Create Request

Creates a new request, probably with input from previous steps.

Create new Clinicminds patients for each approved request

Waiting to onboard new patients until approval is tedious. This automation generates a new patient entry in Clinicminds once an approval request has been initiated in ApproveThis. Automate patient management and streamline your workflow effortlessly.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Clinicminds Logo

Action

Create Patient

Creates a new patient.

Initiate approval for newsletter unsubscriptions in Clinicminds

Manage patient communication preferences more effectively. This integration initiates an approval request in ApproveThis whenever a patient opts out of newsletters in Clinicminds, ensuring a documented review process for unsubscribes.

Zapier Components

Clinicminds Logo

Trigger

Patient Unsubscribed From Newsletter

Triggers when a patient unsubscribes from the newsletter in Clinicminds.

Action

Create Request

Creates a new request, probably with input from previous steps.