At a fraction of the cost of similar programs, Customer Pro-File is a user-friendly way to keep your business running smoothly. Also available for MacIntosh computers
Includes:
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.