Groove + Clinicminds

Add notes in Groove with Clinicminds patients for new Groove tickets

This integration searches for existing patients in Clinicminds when new tickets are started in Groove, based on the customer’s email address. When a patient is found, a note is automatically added to the ticket in Groove containing the patient number and a URL to find the patient in Clinicminds, saving you from time-consuming manual updates.

When this happens...
Ticket Started
Triggers when a new ticket is created.
TriggerInstant
automatically do this...
Find Patient
Finds a patient.
ActionSearch
then do this!
Add Note
Adds a private note to an existing ticket.
ActionWrite

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Supported triggers and actions

What does this mean?

Agent Invited
Triggers when an agent is created.
Trigger
Instant
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- Linkedin Username
- Twitter Username
- Company Name
- Email
- Website
Trigger
Instant
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Note Added
Triggers when a note is added to a ticket.
Trigger
Instant
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- Priority
- Assignee
- Assigned Group
- Closed By
- Customer Name
- Mailbox
Trigger
Instant
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- Priority
- Assignee
- Assigned Group
- Customer Name
- Mailbox
Trigger
Instant
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- Priority
- Assignee
- Assigned Group
- Customer Name
- Mailbox
Trigger
Instant
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- State
- Assignee
- Assigned Group
- Customer Name
- Priority
- Closed By
- Mailbox
Trigger
Instant
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- Ticket NumberRequired
- MessageRequired
Action
Write
- Ticket NumberRequired
Action
Write
- Ticket NumberRequired
Action
Write
Appointment Cancelled
Triggers when an appointment is cancelled or deleted.
Trigger
Instant
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Patient Subscribed to Newsletter
Triggers when a patient subscribes to the newsletter in Clinicminds.
Trigger
Instant
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Patient Visited
Triggers when a record is closed, or an appointment is marked as ‘occurred’.
Trigger
Instant
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Invoice Payment Deleted
Triggers when a payment is deleted from an invoice.
Trigger
Instant
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No-Show Registered
Triggers when a no-show is registered for a scheduled appointment.
Trigger
Instant
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Prepayment Refunded
Triggers when a prepayment was successfully refunded to a patient.
Trigger
Instant
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Treatment Performed
Triggers when a treatment is invoiced.
Trigger
Instant
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- Patient NumberRequired
- FieldRequired
- PositionRequired
- Note
Action
Write
- Patient NumberRequired
- Filter
Action
Search
- Patient Number
- Email Address
- Phone Number
- Sex
- Initials
- First Name
- Last NameRequired
- Date of Birth
- Address Line 1
- Address Line 2
- Postal Code
- City
- State/Province/County
- Country
- Mobile Number
- Referral
- Notes
- Newsletter
Action
Search or write

Agent Replied
Triggers when an agent replies to a ticket.
Trigger
Instant
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Customer Replied
Triggers when a customer replies to a ticket.
Trigger
Instant
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- Assignee
- Assigned Group
- Priority
- Mailbox
Trigger
Instant
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Ticket Deleted
Triggers when a ticket is deleted.
Trigger
Instant
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- Priority
- Assignee
- Assigned Group
- Customer Name
- Mailbox
Trigger
Instant
Try It
- Priority
- Assignee
- Assigned Group
- Customer Name
- Mailbox
Trigger
Instant
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- Assignee
- Assigned Group
- Customer Name
- Tag
- Mailbox
Trigger
Instant
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- Ticket NumberRequired
- AgentRequired
Action
Write
- BodyRequired
- FromRequired
- ToRequired
- Assignee
- Assigned Group
- Add as Note?
- Send Copy to Customer?
- State
- Tags
- Full Name
- About
- Twitter Handle
- Company Name
- Title
- Phone Number
- Location
- Website URL
- LinkedIn Username
- Subject
Action
Write
- Ticket NumberRequired
- StateRequired
Action
Write
Appointment Scheduled
Triggers when a new appointment is scheduled, or an existing appointment is rescheduled.
Trigger
Instant
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Patient Unsubscribed From Newsletter
Triggers when a patient unsubscribes from the newsletter in Clinicminds.
Trigger
Instant
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Invoice Created
Triggers when a treatment, product sale, or treatment plan/quote is invoiced, or an existing invoice is updated or credited.
Trigger
Instant
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Invoice Payment Registered
Triggers when a payment is registered for an invoice.
Trigger
Instant
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Prepayment Received
Triggers when a prepayment was paid by a patient.
Trigger
Instant
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Product Sold
Triggers when a product is invoiced.
Trigger
Instant
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Money Added to Wallet
Triggers when money is manually added to a patient’s wallet, or when such a transaction is reverted.
Trigger
Instant
Try It
- Sex
- Initials
- First Name
- Last NameRequired
- Date of Birth
- Address Line 1
- Address Line 2
- Postal Code
- City
- State/Province/County
- Country
- Email Address
- Phone Number
- Mobile Number
- Referral
- Notes
- Newsletter
Action
Write
- Patient Number
- Email Address
- Phone/Mobile Number
Action
Search

About Groove

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About Clinicminds

Clinicminds is the leading practice and patient management software for private healthcare clinics.

Help

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CRM (Customer Relationship Management)

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PRODUCTS

CAPABILITIES

By team

Groove + Clinicminds

Add notes in Groove with Clinicminds patients for new Groove tickets

Agent Invited

Customer Added

Linkedin Username

Twitter Username

Company Name

Email

Website

Note Added

Ticket Closed

Priority

Assignee

Assigned Group

Closed By

Customer Name

Mailbox

Ticket Moved

Priority

Assignee

Assigned Group

Customer Name

Mailbox

Ticket Priority Changed

Priority

Assignee

Assigned Group

Customer Name

Mailbox

Ticket State Changed

State

Assignee

Assigned Group

Customer Name

Priority

Closed By

Mailbox

Add Note

MessageRequired

Close Ticket

Ticket NumberRequired

Reopen Ticket

Ticket NumberRequired

Appointment Cancelled

Patient Subscribed to Newsletter

Patient Visited

Invoice Payment Deleted

No-Show Registered

Prepayment Refunded

Treatment Performed

Add Note to Patient

Patient NumberRequired

FieldRequired

PositionRequired

Note

Find Appointments

Patient NumberRequired

Filter

Find or Create Patient

Patient Number

Email Address

Phone Number

Sex

Initials

First Name

Last NameRequired

Date of Birth

Address Line 1

Address Line 2

Postal Code

City

State/Province/County

Country

Mobile Number

Referral

Notes

Newsletter