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The Client Management System for Therapists and Clinics - Practitioner Database

Client Management System Database Software for Therapists / Healthcare Workers developed by Therapists for Therapists

CMS - just £84.99
Schedule appointments, store case notes, print invoices, track payments, retrieve contact details, print gift vouchers, generate reports and much, much more!

Everything your practice needs in one easy-to-use package.

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NOTE : Valid email address required for the download version of CMS

What is the Client Management System?

Client Management System is a client database and appointments system.

"Really simple, comprehensive database for clients, contacts and users. Great product for small therapy businesses." - Sandra, Llandudno

CMS - It's here - watch our video!Who is it for?

Client Management System (CMS) is database software specifically designed to meet the working needs of the therapist. It has multi-user functionality too and so it can be used in clinics, where any number of therapists can logon to benefit from its functionality.

"Would recommend this to all therapists, easy to use, all files in one place, shows that you are professional. " - Steven, March

 

"I have never used Essential Training Solutions before but was looking for a client record/system to use for my business. I purchased it online and tried to download it but had a problem doing so. Something to do with my computer not the programme. I contacted ETS and they sent me a disc. Again no joy but I contacted their telephone support. He arranged to call me at a time that suited me. I had to download a programme so that he could take over my laptop. Everything was sorted and I am now up and running! Great service. Very helpful gentleman and the team at ETS were also very good. I would consider buying training products from them and have no hesitation in recommending the CMS to anyone." - Julia, Kent

 

"I recently purchased your Client Management System and I just wanted to say how incredibly helpful your team has been. Not only was your office super-efficient, and extremely friendly and helpful, but the gentleman at JC Networks who did the free installation service over the phone, really went over and above the call of duty in helping me to set up the system." - Elaine, Buckingham

 

CMS Introduction
1. Home Tabs
2. Client Management
3. Appointments
4. CMS Reception

 

So that you can preview CMS we have prepared some videos for you. Clicking the brown buttons will open the videos in a separate window. These are set to run in High Quality, but to get the most out of them you need to maximise them...

 

How To Maximise

To maximise a YouTube video, look to the bottom right-hand corner of the video. There you will see what looks like a white broken box, as shown on the provided image.

 

Clicking this box will make the video larger and much easier watch. Turn up your speakers for the narration.

 

Remember, it's best to watch the videos in order.

 

What does it do?

CMS is tailored to the requirements of the complementary healthcare practitioner. It is not an “off-the-shelf” database package.

The Client Management System has many functions including:

 

How does it work?

A sole-trader therapist simply installs the software on a PC. The multi-user functionality built in to our Client Management System in no way complicates the system for the single user. The single user can perform all the key tasks and the multi-user elements are largely invisible.

"A great easy to use system where all your information is stored in the oneplace. After the initial set up of historical client data, information isvery fast to enter. An easy system to use. Sandra, Newcastle-upon-Tyne." - Sandra, Newcastle-upon-Tyne

In a clinic, CMS is installed on the network. Each therapist is set up quickly as a user. Clients are assigned to a therapist and the clients’ sensitive data is inaccessible to any other user. Each therapist can benefit from all the features. A Reception user can be set up to take bookings and, in addition to this, the clinic Manager has access to some business reports.

The Client Management System is easy to install and use. It comes with a comprehensive help document, including a Quick-Start page, and full technical support.

And if you are a user of the previous version (V2), your key data held in the Client Management System V2 can be migrated to Client Management System V3 literally at the click of a button!

 

Installation

We offer a FREE installation service for CMS. We will ensure CMS is installed successfully and, at the same time, provide a 15 minute consultation to get you started. When you order CMS, you will be provided with a telephone number to ring to schedule your online meeting. You need do nothing more!

 

Supported Operating Systems

The following operating systems are supported:

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