Client Management
System - Our Complementary Healthcare
Database
Our
Client Management System (CMS)
is a purpose-built client
database for Complementary Healthcare
Practitioners. It has been
designed "for practitioners by
practitioners" and so if you too
have experienced any of the
following dilemmas, then read on -
we have a fix!
I've double booked a client - I can
hardly read my case history papers -
I forget to ask some important
questions prior to a treatment - If
only I could quickly produce gift
vouchers - I need to contact Mrs
Jones, now where did I put her phone
number? - What is Addison's disease?
- I need to know who hasn't recently
had a treatment - These hand-written
after care advice sheets take ages -
How do I go about producing a mail
shot? - Did Cathy pay me last week?
- Where did I save the letter I sent
to Mr Patel? - When I get time I
will get more organised.
Testimonial
"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
Your
Client details at the touch
of a button...
 Feature
List
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“Overview”
CMS…
… enables the Practitioner to keep client details literally at the fingertips!
... stores clients’ personal, medical and treatment details.
… schedules client appointments and any other calendar events.
… prints after care advice, payment receipts and consent forms.
… produces
reports and
address labels
for targeted
mail shots.
“Not
just a database”
CMS…
… is a tool to help the Practitioner efficiently run a business.
...
ensures that
no time slot
is double booked.
… displays
and prints
the schedule
for any selected
day(s).
...
generates many
reports such
as a full client
listing, clients
that have or
have not received
a recent treatment,
payments pending
and payments
received, and
each client’s
treatment history.
… allows
all reports
to be tailored
to meet personal
needs and to
include a company
logo.
… provides
details on
over 180 medical
conditions
and facilitates
quick access
to many useful
web sites.
“ All
about the
clients”
CMS…
… logically groups and clearly holds each client’s details within
10 main Client screens, encouraging and prompting the maintenance of a full and
accurate case history.
...allows
the Practitioner
to select appropriate
after care
advice and
prints this
for the client
along with
the payment
receipt.
… aids
communication
by facilitating
quick referencing,
fast e-mailing
and efficient
letter writing.
… enables
external files
to be linked
to a client’s
record to keep
all client
data together
and organized.
“ Easy
to use”
CMS…
... is logical and simple to navigate.
… has
a built in
backup facility
to help protect
the data.
...
is clear, user-friendly
and is supported
by full instructions.
ETS offers
full, unlimited
support too!
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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
a box to see a screenshot.
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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.
Minimum System Requirements
Windows 95/98/2000/ME/NT/XP/VISTA, Recommended 32 Mb RAM.
Note: 99% of the functionality within
CMS has passed the testing for Windows 7
compatibility. Only a small issue
regarding the Consent Form remains
outstanding. We are currently working on
this.
