Consultations
These are your records of goods and services, as supplied to your clients. You may add a new client, or view their full details, while creating a consultation. Any number of goods and services may be included and they may be created on the spot if necessary. All charges are automatically updated as entries are made, as are inventory tracking details. The billing rate is determined via any assigned guarantor, but may also be set manually. Each goods or service item can be re-linked to a practitioner, in which case charges are determined by their applicable schedule set. From a list of consultations, you may quickly find a group of records for Medicare, Veterans' Affairs or Work Cover, so you can create their assignment forms. Consultations may be posted to an account. You may create a new account or add to an existing account from within the consultation. The Rapid Accounting Technique RAT can optimize point-of-sale operations by preempting operator actions to minimize data entry. Specifically, consultations have a time, optionally set by the appointments system, and a check-in time, finalized status, and schedules are pre-defined or automated via the client. They can have hospital and departmental details, a link to a bank, allowing for the printout of a purchase order. QuickLINKs to goods, services, referrer, condition, guarantor and solicitor. TabLINKs to financial statistics.
Loans
your practice may have resources which can be loaned out to clients. This file records such activities and your loans will track them. Specifically, they have loaned, due and returned dates plus a returned status and overdue indications. QuickLINKs to practitioners and operators.
Goods
While the program is oriented towards service provider businesses, it also includes comprehensive goods handling with an optional inventory control system and the ability to print goods reorder reports. See the Other link for further details on the inventory control system. Goods might include medical prosthesis, braces, collars, crutches, books, etc. or could in fact carry entries for a completely separate business. Specifically, goods have an an item number, description, category, purchase cost and charge. Goods may be grouped, duplicated and configured into pop-up menus.
Services
All services can be entered / altered by the user. Multiple sets of scheduled service fees can be implemented for various practitioners and / or multi- business sites, and any one of these fees may be assigned manually or automatically to a consultation's line items. The definition of the sets and schedules may be set by the administrator. Specifically, services have an item number, description, category, purchase cost and charge. Services may be grouped, duplicated and configured into pop-up menus.
Referrals
You may create, store and link letters relating to your practice and clients. These are fully automated and provide for client details, together with medication and all relevant reporting. This requires the Extended version for printing via the optional word processing module.
General | People | Clinical | Medical | Services | Finances | Reporting | Support | Other | Examples |