Client Manager: Tracks client information,
medical history, drug and supplement history, session
history, referrals, birthdays, and birthday reminders. Prints postcards,
mailing lists, envelopes, etc.
Session History: Tracks all client sessions, modalities, amounts
paid, miscellaneous expenses, SOAP notes, and prints receipts.
Reports: Generates reports on monthly billing, client billing, payments,
yearly summaries, session notes, expenses, and more.
Expenses: Tracks all expenses in user-defined categories, amounts
and description fields. Generates reports by month and year.
Gift Certificates: Tracks who purchased, for whom, expiration date,
when redeemed. Reports on redeemed certificates, etc.
Message Pad: Tracks who called, who you called, subject of call,
etc.
Day Scheduler: Schedules your day by sessions and to do’s.
Personal Phone
Book: Separate from client manager, tracks personal
contacts: address, e-mails, phone, etc. for friends, doctors, favorite
restaurants, or any contact you want to track.
Vendor/Product
Management: For those with retail sales, tracks vendors
and product sales; manages inventory and reordering schedules.
