Why the CliniConnects Upgrade Matters for Therapy Providers
Therapy operations involve a constant balance of scheduling, compliance, documentation, and patient record management. Without the right tools, administrative tasks can consume time that should be spent on care.
The CliniConnects Upgrade introduces five major enhancements designed to simplify those workflows. Available across both the web and mobile applications, these upgrades provide greater efficiency, accuracy, and visibility for therapy providers.
The 5 Key Features in the CliniConnects Upgrade
Tenant Settings – Customize Your Operational Rules
The Tenant Settings feature allows company administrators to configure operational rules and preferences that apply across both the web and mobile versions of CliniConnects. Accessible through the web app’s Company Settings, it provides control over key parameters such as whether mobile check-in/out is required to mark a visit as complete.
These settings directly influence how other modules, such as the Patient Calendar, Clinician Calendar, and Finished/Needs Paperwork functions for users.
Patient Calendar – Enhanced Scheduling Calendar
The Patient Calendar is a scheduling feature that allows administrators through the web app to create, view, edit, and delete patient visit appointments. It provides real-time synchronization across both platforms, ensuring that any scheduling changes are instantly visible to all authorized users.
Administrators can access the calendar from a patient’s profile by clicking the calendar button, while clinicians can open it from the “Schedule” tab in the mobile app.
Patient Calendar – Enhanced Scheduling Calendar
The Patient Calendar is a scheduling feature that allows administrators through the web app to create, view, edit, and delete patient visit appointments. It provides real-time synchronization across both platforms, ensuring that any scheduling changes are instantly visible to all authorized users.
Administrators can access the calendar from a patient’s profile by clicking the calendar button, while clinicians can open it from the “Schedule” tab in the mobile app.
Finished/Needs Paperwork – Faster Documentation Management
The Finished/Needs Paperwork feature allows administrators to track completed patient visits and identify visits that still require paperwork submission.
Accessible from the web app, it provides a centralized table view where administrators can edit patient information and see all relevant visit records along with details such as patient name, clinician, visit type, scheduling date, delivery date, and current paperwork status. The table includes filtering and sorting options that let administrators quickly locate a patient record.
All Patients List – Centralized Patient Records at Your Fingertips
The All Patients page provides administrators and clinicians with a centralized view of all patient records within the company. Accessible from both the web app, it serves as a master list where users can search, filter, and sort patient information to quickly locate specific records.
Each patient entry displays key details such as name, contact information, service start date, diagnosis, insurance, authorized date range, and current status (e.g., Pending, Active, or Archived). From this page, administrators can view full patient profiles, edit existing records to update information, or delete records when necessary, subject to role-based permissions. It also has filtering options such as by patient status, clinician, or other criteria.
All Patients List – Centralized Patient Records at Your Fingertips
The All Patients page provides administrators and clinicians with a centralized view of all patient records within the company. Accessible from both the web app, it serves as a master list where users can search, filter, and sort patient information to quickly locate specific records.
Each patient entry displays key details such as name, contact information, service start date, diagnosis, insurance, authorized date range, and current status (e.g., Pending, Active, or Archived). From this page, administrators can view full patient profiles, edit existing records to update information, or delete records when necessary, subject to role-based permissions. It also has filtering options such as by patient status, clinician, or other criteria.
Clinician Calendar – Smarter Scheduling for Your Entire Team
The Clinician Calendar allows clinicians to view and manage their schedules, including past, current, and upcoming patient appointments. Accessible from the web app and mobile app, it provides a detailed calendar interface with day, week, and month views. Each appointment entry displays essential information such as patient name, visit type, date, and time, along with status indicators showing whether a visit is pending, completed, or has submitted paperwork.
Clinicians can also create their scheduled appointments using the mobile app. Users can also edit and remove scheduled appointments using the mobile app.
How the Upgrade Improves Your Workflow
Save Time on Administrative Tasks
By bringing together advanced scheduling, centralized records, and instant documentation management, the CliniConnects Upgrade cuts down on repetitive admin work — freeing up more time for patient care.
Stay Compliant with License & Visit Tracking
With customizable check-in/out requirements and better record visibility, compliance becomes easier and less error-prone.
Improve Patient–Therapist Matching and Care Delivery
Real-time updates mean therapists, patients, and admin staff are always on the same page — improving scheduling accuracy and reducing missed visits.
Get Started with the CliniConnects Upgrade
Already a CliniConnects User?
Simply 🔗log in to the web or mobile app and start using the new features today.
New to CliniConnects?
📅 Book a Demo and see how the CliniConnects Upgrade transforms therapy management for your agency or practice.
