Client Management System -
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Your Client details at the touch of a button...
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CMS is an acronym for the Client Management System. Whilst the letters ‘CMS’ abbreviate the title, this client database can abbreviate your workload.
“Client”
“C” stands for client, and it is in this area that CMS can really save you some precious time and effort. CMS allows the Complementary Healthcare Practitioner to store clients’ personal, medical and treatment details in a format that is quick to enter, fast to retrieve and easy to update. There are 10 main screens on which each client’s details can be entered:
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click
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The clear input areas on these logically structured screens prompt you to take a comprehensive case history (very important for insurance purposes) and the details stored can be reviewed and amended simply and swiftly so that a true and accurate picture is always at your fingertips. You don’t even have to remember to click a ‘Save’ button - each key depression is stored as you type! No more wading through paper either (although you can produce a hard copy of all the details held if you wish) because a simple search facility enables you to quickly access the appropriate client record.
CMS allows the details of each appointment to build up to form a precise historical record. This record not only holds the actual treatments performed and the corresponding treatment outcomes, but also stores the general medical condition of the client when they arrived for each appointment, the seats of pain they were experiencing (represented pictorially), the after care advice given and the payment made. The general medical details and the seats of pain can be transferred from the previous appointment to the current one, saving repetitious notes, and allowing the client’s condition to be easily discussed and compared from one appointment to the next. A built in Consent Form can be tailored as necessary and printed for signing.
“Management”
“M” represents management. The fact that CMS can successfully manage your client records is its greatest and most obvious role, but CMS can also oversee many other aspects of your business. The Calendar in CMS allows you to enter diary events as well as your appointments. You can trust CMS to ensure that you do not enter an appointment or event that clashes with another. You can view any day’s schedule in the Calendar at the click of a button or print your schedule for any date or date range. CMS can be used to run business reports such as the full client listing, payments received and payments pending, and clients that have or have not recently received a treatment – all useful to monitor the business. Use the Special Codes to categorize your clients for tailored mail shots and print the associated client labels. CMS also allows external files to be linked to a client’s record, so keeping all data together and easily accessible. You can communicate quickly with you client too – clicking a button on the Client Details screen is all it takes to generate an e-mail or a letter to the client.
“System”
The “S” is for system, but not just by definition. Of course CMS is a computer system and yes there is a minimum system specification (see below), but CMS provides a system for you to perform a number of tasks.
Use the Client Management System to store and manage your clients’ appointments, run your Calendar, supply your clients with their unique after care advice, print consent forms and payment receipts, produce gift vouchers, prepare address labels for mail shots, store and retrieve details of fellow practitioners, run business reports, reference over 180 medical conditions and access a web page on which many useful web links have been sourced for you. And this whole system of client management costs just £69.95 plus £1.00 postage and packaging and includes full technical support.
Are
the answers to your questions in the title? If not, and you
require more information, please contact us and we will be
delighted to answer any specific questions.
Want to see more screenshots?
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Minimum System Requirements
Windows 95/98/2000/ME/NT/XP, Recommended 32 Mb RAM.
"Thank you for the prompt dispatch of my order. It was so easy to load CMS onto the PC and it's so easy to use. If a real dummy like me can get the hang of it in under ten minutes any one can. Many thanks for producing a really first class product."
RM, Rochester
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© 2007
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Limited
Company Registered in London No. 3484783. Registered Address,
1 Martyns Way, Weedon, Northants, NN7 4RS. VAT Reg No:
864 9589 54
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