These extra tables and features provide added functionality to Banking,
Consultations, Expenses and Goods.
Credit Cards
These are linked to clients and can expedite payments and bank processing. For
security, the data is encrypted internally.
Appointments
An optional multi-user appointment system tracks entries for any practitioner,
for any day. A monthly calendar displays the number of consultations on any day
of the month and allows for navigation to a particular day, while a comparative
calendar page displays all practitioners' appointments side by side so that the
practice manager can quickly determine who can service a particular time slot.
Appointments may also be listed to the screen or a printer and can be set
automatically via a configurable day book, while manually made entries resulting
in time clashes will be highlighted by the system. Future appointments can be
quickly displayed. Appointments may be viewed forwards or backwards to any
extent, and they may be made for clients on the spot. It is therefore possible
to register a client at the front counter and quickly generate an activity
record for subsequent access by a practitioner for clinical updates.
An appointment is equivalent to a consultation and tracks a client's details
along with a date and time. All consultation and client details may be accessed.
Waiting Room
This feature allows a practitioner to view which clients have checked in, and
how long they have been waiting. This feature also allows them to notify the
front counter staff to call a client into the consultation room.
Goods - Inventory Control
There is a complete, but optional, inventory control system for the goods table,
which tracks quantities on hand, minimum stock levels and re-order quantities
and costs. These figures are automatically modified and updated by the package
as goods items are used in consultations. Even if the inventory control system
is employed, individual goods items can be marked for exclusion from the
inventory control system.
Expense Items
These may set by your practice, in line with the accountant codes, to expedite
and keep consistency in your data entry.
Zip codes
These expedite data entry, and help prevent duplication and data error. The
table includes pre-sort codes.
General | People |
Clinical | Medical |
Services | Finances |
Reporting | Support |
Other | Examples |