Welcome to Gist Clinic.
Gist Clinic is a clinic management platform built specifically for mental health clinics, centers, and therapeutic practices.
It brings your clinic’s daily operations into one system, helping your administrative and therapeutic teams manage clients, appointments, schedules, clinical workflows, billing, and day-to-day operations.
This guide will help you understand the basic structure of Gist Clinic and get your clinic ready to start using the platform.
Gist Clinic separates the day-to-day work of your clinic into dedicated workspaces based on each user’s role.
Understanding Gist Clinic
The two primary operational areas are:
Admin Portal
The Admin Portal is designed for the administrative side of your clinic.
Depending on their permissions, administrative users can work with:
- Dashboard
- Calendar
- Appointments
- Clients
- Medical Staff
- Administrative Staff
- Clinics and Locations
- Services
- Billing and Payments
- Expenses
- Reports
- Activity Log
- Settings
Different administrative roles may have different levels of access.
Staff Portal
The Staff Portal is designed for doctors, therapists, and other authorized therapeutic professionals.
It focuses on their own day-to-day work, including:
- Dashboard
- Calendar
- My Appointments
- My Clients
- My Availability
- Session Notes
- Clinical Work
- Tasks
- My Billing
The Staff Portal is intentionally focused on the therapeutic professional’s own work rather than general clinic administration.
Before You Start
Before your clinic begins using Gist Clinic, we recommend completing the basic setup in the following order:
- Configure your clinic information and general settings.
- Add your clinic locations.
- Add medical and therapeutic staff.
- Add administrative staff and assign appropriate access.
- Create your services.
- Configure staff availability and working schedules.
- Review appointment settings.
- Review financial and payment settings.
- Review clinical settings.
- Review notification settings.
Once the initial setup is complete, your team can begin adding clients and managing appointments.
Roles and Access
Gist Clinic uses role-based and context-aware access.
This means that not every user sees the same information or actions.
For example, an administrative user may manage appointments without having access to sensitive clinical information, while a therapeutic professional may access clinical information related to their own authorized clients.
Permissions are enforced by the system based on the user’s role, clinic scope, professional relationship, and the type of information being accessed.
Multiple Clinic Locations
A Gist Clinic organization can operate across multiple clinic locations.
Medical Staff may work at more than one location, and their services, availability, appointments, and relevant clinical workflows can be associated with the appropriate location.
This allows one organization to manage multiple physical locations from the same clinic environment.
Your First Workflow
Once your clinic is configured, a typical workflow may look like:
Add Client → Create Appointment → Confirm Appointment → Complete Session → Manage Clinical Work → Record Payment
The exact workflow may vary depending on your clinic’s configuration, services, and user permissions.
Where to Go Next
If you’re setting up Gist Clinic for the first time, continue to:
Clinic Setup
There you’ll learn how to configure your clinic locations, staff, services, and the essential settings required before starting daily operations.
Need help?
If you experience a problem while setting up Gist Clinic, contact our team through the Gist Clinic Contact page.
Gist Clinic
A product by Gist Agency
info@gist.clinic