Settings & Configuration
Gist Clinic provides centralized settings that allow authorized administrators to configure how the organization operates. Settings are permission-controlled and may not be available to every user. General Settings General Settings control organization-wide information and display preferences. They include areas such as: Financial Settings Financial Settings control the financial options used throughout the platform. They include: […]
Staff Portal
The Staff Portal is the daily workspace for doctors, therapists, coaches, and other authorized therapeutic professionals. It focuses on each professional’s own work rather than general clinic administration. Dashboard The Dashboard provides a quick overview of relevant daily activity. It helps Medical Staff focus on the appointments and work that require their attention. Calendar The […]
Billing & Finance
Gist Clinic provides operational financial tools for managing the financial side of clinic services. Invoices Invoices are used to track charges associated with clinic services and appointments. An invoice can include: Payments Authorized users can record payments against invoices. Supported payment methods depend on the organization’s Financial Settings. Current standard payment methods include: Partial Payments […]
Clinical Management
Gist Clinic provides structured clinical tools designed for authorized mental health professionals. Clinical information is protected by role, professional capability, client relationship, clinic context, sharing rules, and record-level permissions. Session Notes Session Notes allow therapeutic professionals to document their work with clients. The system supports structured clinical documentation and configurable locking rules. The default Session […]
Medical Staff
Medical Staff represents the doctors, therapists, and other therapeutic professionals working within your organization. Medical Staff Profiles A Medical Staff profile can contain information such as: Medical Roles Gist Clinic separates the professional title from the clinical capability of the user. Medical Role Profiles can represent roles such as: The configured capability determines which clinical […]
Appointments & Scheduling
Gist Clinic brings appointments, staff availability, clinic locations, services, waiting lists, and scheduling rules into one connected workflow. Creating an Appointment The standard appointment flow is: Client → Clinic → Medical Staff → Service → Session Mode → Date → Available Slot Additional information such as internal notes and appointment status can then be added […]
Clients
The Clients area provides a central place for managing the people receiving services from your clinic. Client Records A client record can contain information such as: Access to information depends on the user’s permissions and relationship to the client. Adding a Client Authorized users can create a client record from the Clients area or as […]
Clinic Setup
Setting up your clinic correctly is the first step before using Gist Clinic for daily operations. This guide covers the essential setup areas for your organization. 1. Add Your Clinic Locations Start by adding the locations where your organization operates. Each location can include information such as: If your organization operates from multiple locations, they […]
Getting Started
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 […]