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The Client Record Master provides the
complementary therapist/practitioner with a set of comprehensive tools too
simplify the necessary tasks of capturing, managing, reviewing and storage of client or patient
treatment records.
This is
achieved through a layered approach to the collection of related information,
which is held within a
uniformed structure that react to and revolve around two key pieces of information,
the
client's name and a given appointment (date/time) for a specific treatment.
These two
pieces of key information provide all the necessary links to both captured user
information and system generated information, which is then combined through the system and graphically and
textually presented to the therapist onscreen and via a selection of
hardcopy reports.
Each of the treatment records held in the system are further enhanced by
a number of specialised Treatment Observation Notes, which in turn provide for
the capture
of additional information to be associated
with that specific treatment and in a number of cases provide for the
incorporation of digital photographic data.
These function along
with all system maintenance are accessed from the Client Record Master Main
Menu:
Appointments
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Booking
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Payment
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Review
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Status
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Blank Calendar
Client
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Contact Information
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Consultation
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Lifestyle
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Treatment Notes
Finance
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Income
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Expenditure
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Merchandising
Reporting
System Control
Help
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View Help Files (PDF)
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About
The treatment of a Client or Patient is
controlled within the application by the
Appointment Bookings
process as previously mentioned.
The capture of a client's medical history
and any conditions which could have an influence on the planed treatment
are held against the client record and the treatment, this allows for
the
Consultation Record or in some
cases records, to be associated with the individual client.
The same concept is applied to the
collection of the client's personal information which is captured once
and as in the case of the client's consultation information is then
linked to every treatment the client may have in the future. The
Client's Personal Information is captured under the heading of
Lifestyle Record.
The Client Record Master system is
delivered with a selection of therapies which have specialised Treatment
Observation Notes associated with them.
You are, however, not
restricted to these therapies, via the system maintenance you are able
to add any number of therapy/treatment to the system.
The newly introduced therapy will then be automatically
assigned the auto notes, contraindications and observation keys
associated with the User Defined Therapies category and in turn will be
associated with the
Treatment Record.
The twelve therapies or treatment areas
included have all been designed to follow a specific format, allowing
for ease of comparison of treatment records across therapies and/or
disciplines.
The Treatment Observation Notes do vary and allowances have
been made for this by introducing a "Specific to Individual Therapy"
selection headings below the Treatment Specific Contra-indications
selection.
The twelve pre-defined therapies are:
The
financial
reporting module is based on pre-set information,
and will calculate basic profit and loss statistics and produce income
statements which are presented along with monthly
and yearly forecasts.
Any expenses relating to the day to day running of
the practice which are recorded through a flexible cost centre process,
are made available in hardcopy format via the
Reports Central, reporting system.
For those practices wishing to include
merchandising of products which may be associated with the therapies and
treatments provided.
The Client Record Master also provides an easy to
use
Merchandising and stock control module which in turn complements the
income and expenditure reporting delivered by the financial reporting
module.
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