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Opening screen
defaults to the Start, Client Call Prompts and the Referral Action
Prompts windows. The Start window contains frequently used tools. The
menu items at the top of the screen for Actions, Reports,
Psychometrics, CPD Manager and Utilities, provide the
full range of applications.
Diary page. If the diary is used
well, you will produce all your financial reports and documents with
one click on a button. Each diary entry represents an item of income.
The key is the Referral Id, the Duration and the Fee Code.
CPD
Manager User's Guide. CPD Manager is a useful tool for any
psychologist to keep track of your Continuing Professional Development.
CPD Manager is designed directly from the CPD Guidelines provided by
the Psychology Board of Australia (PBA).
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Session notes need
to be concise and process-oriented. These notes are organised in such
away to capture the essence of what you are doing and how you are doing
it. It should be possible to complete the session notes before the next
client walks into your room. If at a later time you find the need to
improve the notes, say because of a subpoena, then you have that
option. The Session Notes for each client are printable to a clearly
laid out report.
Invoice document
seen through the Screen View option. All reports can be printed to the
screen for preview before wasting paper. This example shows the owner’s
details printed as the header. This option can be turned off and on if
you are printing onto your pre-printed letterhead. Also, in the header
shown there are labels "MediCare", "NSW PsycReg", and "ABN", these are
all variables that can be set to any label that suites your situation
and country.
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Generate
invoices works
on the principle that if the diary is correct, then the cash book and
the invoices will be correct. There’s no doubt about it. This means
that your diary will contain all your income producing activities.
These
activities include standard sessions/consultations, standard reports,
case conferencing, supervising, tutoring, training, travelling, etc. If
you do have other income say from selling books, or multimedia
materials, or non-standard reports, then these sales are recorded in
the Off Diary Sales window.
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