TheP About2.indd - ThePractitioner by Triple
Contents
1. A compatible suite of Business amp Practice Management packages Program Features Copyright Triple E Nominees International Pty Ltd 8 59 Sir Fred Schonell Dve St Lucia QLD 4067 Australia Phone 07 3371 5815 Mobile 04 1061 1256 thepractitioner com au info thepractitioner com au What is ThePractitioner ThePractitioner has been developed for general business use plus all health care professions and is now used by General Practice Chiropractic Dentistry Occupational Therapy Physiotherapy Podiatry Psychology Sports Medicine and General Business It can be readily adapted for user specific requirements and to handle future developments in the I T industry The inclusion of goods handling and inventory control enables the running of a service provider business and or a goods oriented business with combinations of both a pos sibility Banking features allow for any number or combination of both types of busi nesses A multi user appointment system is incorporated for optional use The relational functions allow you to quickly and directly create or update records in any associated files as you work providing a continuous and optimum work flow to expedite data entry and analysis When adding consultations to an account for example only ap propriate consultations are presented to you in a quick pop up menu Consultations may also be accounted automatically with a single button press or collected together for you into a2. For our medical practice this program offers excellent accounting and record keeping features We consider its efficient handling of the daily banking alone to be worth the entry price J B Ryan Medical Blank page Blank page Please direct all further enquiries to Triple E Nominees Int 8 59 Sir Fred Schonell Dve Phone 07 3371 5815 St Lucia QLD 4067 Mobile 04 1061 1256 Australia E mail ThePractitioner mac com info thepractitioner com au www _ thepractitioner com au at E F es ss amp Practice Management by 3 Triple E Nominees Int l 57 59 Sir Fred Schonell Dve StLucia OLO 4067 Australia OF 33715815 Se thepractitioner cam au 0410611256 228 info thepractitioner com au S58 ThePractitioner mac cam
3. Clients Contextual Help Discharge Summaries Exercises Family Histories Guarantors Icon Keyboard usage Interoffice e mail Library Medicines Packs Practitioners Staff Recalls Reminders Scripts SMSs Suppliers Vaccinations Appointments Banking Conditions ICD Codes CPT Codes Documents various Expenses Finances Health Summaries Illustrations Inventory Control Loans Memberships Pathologys Pregnancy Referrals Resources Schedules Solicitors To Dos X Rays Other General Features Printing Searching Sorting Reporting The program handles the following functions throughout the database e All files with free form notes can have such notes searched and printed e Files that contain names and addresses can have mailing labels printed e Certain files may be printed as a hard copy list e You may print an Account a Receipt or a Combined Account Receipt e Extensive clinical analysis reports e Client Histories Discharge Summaries and Reference reports Tables can be searched on the whole set of records and any found set of records can be further searched to find more specific entries Searching can be performed via the familiar entry screens or via a powerful search engine which can be programmed to be more specific than the first option All files can be sorted on a multiple set of fields in either ascending or descending order Each user can elect to have files pre sorted for t
4. An additional feature found to be useful is that reporting can be made time specific using a date range option in the report request screens Preferences are user specific and stored for later use This is excellent for insuring newer users are not left with a program in which preferences are set on inappropriate options such as multiple record deletions A comprehensive password system can control who can access various features of the system but we do not use this facility to a great extent Reliability to date has been excellent there being no time when a back up of the data has had to be used to reinstate lost or damaged records Inappropriate data entry by new us ers is guarded against by appropriate blocks and warnings In addition there are integrity checks for Visitations and Accounts to ensure all Visitations have been accounted and where necessary receipted In fact the system is very protective of data entry control validity checking and general fool proofness This certainly helps us feel very confident about new staff members using the system quickly cont Perhaps just as valuable is the fact that we can grow with the system developing custom ized reports and some additional functionality as we come to more fully understand our own needs We are currently considering an additional file of client exercise notes cou pled with graphic illustrations When we first went looking for suitable software we found there were very few
5. also allows them to notify the front counter staff to call a client into the consultation room Expense Items These may set by your practice in line with the accountant codes to expedite and keep consistency in your data entry Goods Inventory Control There is a complete but optional inventory control system for the goods table which tracks quantities on hand minimum stock levels and re order quantities and costs These figures are automatically modified and updated by the pack age as goods items are used in consultations Even if the inventory control system is em ployed individual goods items can be marked for exclusion from the inventory control system Zipcodes These expedite data entry and help prevent duplication and data error The table includes pre sort codes Help and Assistance Status Information The about dialog box provides version number environment and contact information for help and support Help Information An on line help file is available and may be interrogated via the File menu Each file has a number of example records and the yellow notes on each of these records can be viewed for general usage notes Icon Usage On line help screens describe the functions of all Icons used in the program Keyboard Usage On line help screens describe many keyboard shortcuts which may be used as an alternative to the menus buttons and icons Contextual Help Keying Apple H in a layout provides further assistance
6. suit able programs available for the Macintosh Most generalized programs eg MYOB are goods orientated a specialist Physiotherapist program we looked at lacked functionality and an existing medical program was too specialized with no access for tailoring to our needs and due to cost was not a viable option Conclusion With ThePractitioner we have a locally developed product and it s great to see some thing coming out of the AMAQ that matches up to and even exceeds the quality and per formance of other commercially accepted packages We have found it to be exceptionally reliable able to be customized further to suit differing uses and has excellent backup support Constant awareness of future technology changes in automating the medical industries will undoubtedly keep this product up to standard Overall we have found the program easy to use and provides us with all the functionality required It is certainly worthy of close scrutiny by anyone looking for software in any professional service pro viding business cont Requirements According to the developer the package runs on all computing platforms and it has been optimized for presentation on a standard 13 colour monitor The MacOS running on a Motorola 68030 or better any of the PowerPC computers or a WindowsNT server and the package can be scaled up to the latest technology The customization and localization of the program therefore includes a compilation specif
7. with those layouts Documentation The package comes with a 860 page User Manual a 32 page Quick Start Guide a quick reference card and several electronic Read Me documents A further 1677 pages are provided with regard to backup server and productivity modues cont Remote Help Practices with modems can have direct access to or from Triple E Nominees Int via Apple Remote Access and or Timbuktu Pro This remote network ing software allows for real time access to operator screens which can aid in rapid assis ance on the spot training and general problem solving In Conclusion While this package is a completed production system like any program it may not fully meet your needs You have the opportunity of starting with a minimal package and up grading to a more comprehensive package at any time The advantage of this implementation is that it can be readily modified and enhanced to accommodate new features Often an adjustment can be accomplished quite easily and this would be provided as a matter of course and many reports and forms are subject to customization for the end user Major changes to the system would also be considered in the light of stability to existing users and these would be subject to regular negotiation and charging Requirements The package runs on all Macintosh models running Mac OS9 Carbon plus the Mac OSX and Windows NT servers The purchased product is compiled to meet your hardware configur
8. a practice to store a wide variety of records This table is used for storing templates for any number of form letters and is also used for exercise illustrations plus their notes Links if any are provided to the parent records Templates may be accesed via parent records using the small i QuickLINK This table should also be used to secure all productivity records word processing illus trations spreadsheets which have been generated in a parent record As parent records only hold the original data it is important to move that original data across into this documents table for safe keeping The parent record may then be further amended with out data loss cont Resources Practices with resources such as library books videos and other materi als can keep a catalogue of their collection and track them via this table They can also be linked to the loans table for tracking any lending acitivities Messages An intra office messaging system is included for communications be tween staff Messages may also be linked the client records and this can be used for asynchronous collaboration on client issues Inclusions These table records may be determined by the Administrator and provide for overdue warnings general messages and schedule specific messages to be included on accounts receipts and combined account receipts To Dos Each staff member can keep a date and time sensitive list of ToDo items plus notes Other Tables T
9. alysed for medical assessment They may be individually or batch printed Specifically they have a date print dosage frequency repetition instructions and quantity QuickLINKs to Products and MIMS information Medicines This a database off all medicines available and a practice may add their own medicines Specifically they record a trade name strength form quantity repeats restrictions pack sort product form and pack codes schedule if script required status and notes re drowsyness TabLINKs to scripts and MIMS information Registry Scripts can be noted for legal tracking For examle a pethidine registry tracks pethidine usage to meet legal requirements Services Tables Common elements include Specific and free form notes Dates of creation updating QuickLINKs to clients client notes practitioners and operators 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 consulta tion 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
10. as required Specific sub groups of accounts e g Work Cover accounts can be readily sorted for batch printing or analysis Tracking of accounts allows for posting to multiple bank accounts which can be used to separate income types With our main account at a credit union a second account with a bank is needed to accept bank card and similar card payments This feature could be used to set up an additional business with its own account if required Searching functions apply to all areas and are easy to use and there are two different search modes One is a non computer easy to request mode suitable for most tasks while the other uses a more powerful search layout allowing searching by user deter mined formulas This latter option is very useful for more detailed data analysis cont An integrated but optional multi user appointment function is included The input screens for Medicare Veterans Affairs and Work Cover are as intuitive as their real life counterparts and while Medicare forms can be printed automatically we like the abil ity to choose doing them manually Our business does not use Bulk Billing but it is as simple as choosing a menu item which collects all relevant forms and generates the claim form A range of standard reporting functions are provided with strong emphasis on financial analysis and account control while additional customized reports can also be added and saved making the program very adaptable
11. ation for optimal performance Minimum requirements are e PowerMac Mac OS9 Carbon Supported 256Mb RAM 13 colour monitor e PowerMac Mac OSX Jaguar 384Mb RAM 13 colour monitor e PowerMac Mac OSX Panther 384Mb RAM 13 colour monitor e PowerMac Mac OSX Tiger 384Mb RAM 13 colour monitor Workstation Server e Mac OSX 384Mb RAM any monitor e Windows NT 256Mb RAM any monitor A 4 page per minute or faster printer is required for point of sale operations A laser writer or ink jet quality printer is preferred for professional quality letter heads correspondence and exercise diagrams F ThePractitioner A Review ThePractitioner is a client record and billing program originally developed for our Phys iotherapy practice but suitable for many service provider businesses including general practice chiropractic dentistry occupational therapy podiatry and psychology It records client details including guarantor and referrer details where required client histories and user notes Accounts and receipts for services are produced on custom de signed stationery and all payments received are recorded in a separate banking file Sup pliers can be tracked with a full inventory control system accommodating goods sales and in our practice covers sales of books strapping tapes and the like A full listing of features is provided with the trial disk so rather than restate these I will try and provide more
12. d deletion control People Records These database tables track all the people that your practice is involved with Common elements include e Names Salutation Gender e Address Suburb Zip codes e Work Office Company details Contact information e Phones Fax Mobile SMS Email and Web contacts e Specific and free form notes e Grouping Categories Availability via pop up menus e Dates recalls referrals last accessed and updated e Status flagged locked archived e TabLINKs to associated tables of relevance throughout the database e QuickLINKss to associated tables of relevance throughout the database plus appropriate letters illustrations spreadsheets templates Banks These institutions process your finances and take some via fees Specifi cally there is a bank name and account number The package assigns a bank number but you may designate how it appears in the pop up menus for day to day use The administrator would link each bank to an output layout such as an account or expense as specified in the administrator preferences and which is shown in context when at a bank record A link is also determined between a bank and a practitioner and a bank can be designated as the default entry for goods only consultations TabLINKs to expenses ac counts and consultations cont Clients These are the lifeblood of your business Specifically there are recall and referral dates schedules family numbers
13. d in fact carry entries for a completely separate business Specifically goods have 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 sched uled 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 consul tation s line items The definition of the sets and schedules may be set by the administra tor pecifically 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 Finances Tables Accounts Accounts may be created at any time and can be posted optionally to any persons in the database An account is normally made for a single consultation but can also contain multiple consultations You may view add or change a consultation while accessing an account An account can also have multiple payments and its list of consul tations and payments are shown in context Payments can be flagged as receipted and o
14. destination account and claims forms generation is automatic Artificial intelli gence is used to recall appropriate past data Based on client server architecture it can operate as a small single user system through to multi user and multi practice sites Full extensibility remote access plus connectivity to the world of mini computer and mainframe database systems provides an unlimited growth path for future requirements ThePractitioner Design Concept The advantage of ThePractitioner package is that it is based on a very powerful analytic database engine which can provide a full and complete investigation of all your clinical and business activities It also enables rapid modifications and report generation The reporting functions that you can trial are a sample of what is possible The user has access to full report generation and label creation tools Other advantages include full extensibility to additional word processing spreadsheet charting and drawing modules as well as Oracle SQL Server and DAL connectivity for minicomputer and mainframe environments Other advantages include full extensibility to additional word processing spreadsheet While this package is a completed production system like any program it may not fully meet your needs The advantage of this implementation is that it can be readily modified and enhanced to accommodate new features Often an adjustment can be accomplished quite easily and this would b
15. e provided as a matter of course and many reports and forms are subject to customization for the end user Major changes to the system would also be considered in the light of stability to existing users and these would be subject to regular negotiation and charging ThePractitioner Package Includes a full working copy of the program with all productivity modules in the Ex tended versions Compilation targeted to your machine for optimal performance User modifiable forms for accounts receipts letter heads and all correspondence Customized reports where applicable A free trial period Installation documentation and training One year s free support Free minor upgrades Special pricing on related hardware The following versions are fully compatible and a site may migrate from any one to the other ThePC Clinical practice management ThePS General business mangement ThePE The extended version providing integrated word processing illustrations and spreadsheeting Server versions for multi user operations initially support two local or remote users plus web users Additional clients can be added at an incremental cost Package Tables Accounts Articles Charts Consultations Credit Cards Drawings Expense Items Goods HCPC Codes Interactions Letters Locums NOK Personal Histories Problems Referrers Risk factors Services Spreadsheets Treatments Zipcodes Allergies Banks
16. have a customer number TabLINKs to goods accounts and expenses Clinical Tables ThePractitioner package provides a comprehensive set of clinical files for health care professions allowing access to clinial information in real time All relevant data can be presented and analysed quickly as client records are interrogated and or updated These features allow for timely and accurate practice management while also keeping the cli ent wellbeing at the highest priority Common elements include Specific and free form notes Grouping Categories Availability via pop up menus QuickLINKs to clients client notes and practitioners Recalls These detail future consultations as pertaining to services and pathologies Specifically they have raised and recall dates a test active and recurring status A sub table of action items is available TabLINKs to pathologies and problems Problems These track all the issues for a client They are linked to one or more individual treatments which are shown in context Specifically they have a raised date and status fields active interest sentinel read later and review TabLINKs to articles and treatments Treatments These track the clinical activity on clients Specifically they have a raised date QuickLINKs to problem CPT and HCPT details Past conditions having the same treatment are also available for quick reference cont Exercises These diagrams procedures may be tai
17. hem A powerful reporting engine can be accessed and controlled by the user These user derived reports can be saved so they are always available and a library of user reports can be shared among practitioners and practice managers cont Duplicating Most files can have their records duplicated to speed up data entry Viewing Records may be selected and hidden from view or alternatively selected as the only records to be viewed or further processed Interfacing Each user may configure the behaviour of the system to suit their own operating needs and control is available on sound feedback record deletions default reporting dates which may be set enabled or disabled the number of recent records to be displayed and the usage of printer dialogs Protection Most records can be locked to prevent them from being deleted and there are certain records that cannot be deleted from the database Customization and Control The system Administrator has controlling access to the following functions e Control over other users and groups and the allocation of passwords as required e Add remove and modify Users and groups Schedule definitions Bank definitions e Specify which print layouts are to be used with which Bank accounts e Determine the global behaviour of the operations including accounting of Con sultations Medicare options for Bulk Billing Referrer and Conditions awareness reminder notices receipt formats an
18. hese extra tables and features provide added functionality to Banking Consultations Expenses and Goods Credit cards These are linked to clients and can expedite payments and bank processing For security the data is encrypted internally Appointments An optional multi user appointment system tracks entries for any practitioner for any day A monthly calendar displays the number of consultations on any day of the month and allows for navigation to a particular day while a comparative calendar page displays all practitioners appointments side by side so as to quickly deter mine who can service a particular time slot Appointments may also be listed to the screen or a printer and can be set automatically via a configurable day book while manually made entries resulting in time clashes will be highlighted by the system Future appointments can be quickly displayed Appoint ments may be viewed forwards or backwards to any extent and they may be made for clients on the spot It is therefore possible to register a client at the front counter and quickly generate an activity record for subsequent access by a practitioner for clinical updates An appointment is equivalent to a consultation and tracks a client s details along with a date and time All consultation and client details may be accessed cont Waiting Room This feature allows a practitioner to view which clients have checked in and how long they have been waiting This feature
19. ically targeted to your machine to ensure the best possible performance The package comes via a CD ROM or as a self ex tracting file on high density floppy disks with free upgrades and support John James for Warwick Physiotherapy Centre 07 4661 5577 P JF ThePractitioner User Comments Excellent reporting with both standard reports provided and the ability to develop and save your own report formats You can examine your business records to see where your business is coming from and plan for where you want it to go Overdue accounts are at your fingertips and no more errors such as double billing Warwick Physiotherapy Centre The advantages of ThePractitioner for our practice have been flexibility ease of use and reasonable price We have been most impressed with the back up and support service which has made all the difference in the operation of the program Brisbane Medical Practice The speed and ease of ThePractitioner and its Rapid Accounting Technique is invalu able as it cuts our workload in half Accounts are easy to access as they can be sorted into different categories making it convenient for viewing each Account Cleveland Chiropractic Clinic An innovative user friendly medical accounting and record system that can be readily expanded when needed with excellent backup that all in all represents excellent value all around Toowoomba Podiatry Clinic P L cont A deligh
20. lored to individual clients and printed as instructional sheets They may be generated via templates in the Documents file and are made up of components For full functionality they require the Extended ver sion of the package X Rays These are stored as illustrations and require the lt i gt extended lt i gt version of the package QuickLINKs to practitioner and staff Medical Tables ThePractitioner package provides caters for medical files for health care professions al lowing access to medical information in real time All relevant data can be presented and analysed quickly as client records are interrogated and or updated These features allow for timely and accurate practice management while also keeping the client wellbeing at the highest priority Common elements include Specific and free form notes Grouping Categories Availability via pop up menus QuickLINKs to clients client notes and practitioners cont Pathology These can be stored and linked to the client records This requires the Ex tended version for word processing Specifically they have a request and done dates the laboratory action type cleared scanned print status and result True false active interest sentinel read later and review Scripts Scripts can be automatically written including the client medication and any interactions with allergies or other medicines and relevant factors All past scripts can be recalled or an
21. memberships and categories QuickLINKs to the last practitioner condition referrer guarantor and solicitor TabLINKs to messages loans NOK personal and family histories all the clinical and medical tables discharges consultations accounts and finances Clients may be used as guarantors Guarantors These people companies insure that your business gets paid Specifically there are billing rates and balances TabLINKs to clients consultations and accounts Referrers These people bring business to your practice Specifically they record a provider number and you may use the Referrals feature with them available in the Ex tended version TabLINKs to clients consultations accounts and referrals Solicitors You or your clients might need these guys TabLINKs to clients consulta tions and accounts Staff These are the good people keeping your practice running Specifically the staff record stores a qualification plus provider number work cover and employer TabLINKs to messages loans clients all the clinical and medical tables articles consul tations accounts expenses and referalls They have a logon name and also have individ ual preferences for customizing their systems interface for using the package Suppliers These people provide you with your goods items In some cases your practice may use a supplier to provide a service for you as well such as when you con tract out some of your activities Specifically they
22. 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 cont Loans Your practice may have resources which can be loaned out to clients This table records such activities and your loans will track them Specifically they have loaned due and returned dates plus a returned status and overdue indications Quick LINKs 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 below for further details on the inven tory control system Goods might include medical prosthesis braces collars crutches books etc or coul
23. of a user s perspective This software has been in use in our physiotherapy practice starting with an early devel opment version progressing through to the current version now covering over 15 years of full time use It is our primary financial record and provides for all our accounting needs The program is easily learnt with new users able to become reasonably proficient after a day of supervision Basically it is self explanatory with easily interpreted icons helping new users follow it through Layouts are logical as well as visually pleasant to use with the colour interface a definite advantage in following the functions of the package There is an on screen help file additional quick reference screens and contextual assistance cont Clients Consultations and Accounts provide the core around which the program op erates consultations being a record of goods and services provided at each visit and accounts the financial record The non rigid structure of this program allows excellent flexibility in use It allows the user to enter the same data into the program via a number of different procedures depending on the situation For example inputting data for a cli ent can be via persons via consultations or via accounts This easy movement between the files is time saving and allows quick additions or alterations to records Accounts receipts or a combined account receipt can be printed after each consultation or batch printed
24. priority a Regarding field and an active status QuickLINKs to banks This shows the bank pay type and pay ID in context TabLINKs to financial statistics TAX Histories The periodic tax calculations can be enabled or disabled and the figures are automatically evaluated by the package The administrator can set a standard tax rate which is used by default but all entries can have individual tax rates assigned The operator may also enter financial records after the period in question and then mark those as belonging to a specific tax period at which time the Recalculate button may be used to determine the final tax calculaions for that period This allows for batch entries of financial records After the Fact Tax figures may be printed exported as a whole or exported by bank number Reporting ThePractitioner package provides a very powerful reporting mechanism with in depth query capabilities Quite a few reports are pre designed in the package and you also have access to the Query Sort and Report editors which allow you to generate your own report Derived reports can be saved to disk for future use Customised Reports Reports that are provided via the menus and or the dialog windows are specifically cus tomized for each installation and the ones that are supplied in the initial package should be taken as a suggested set only Alternatives to these would normally be requested for the final program and would probably be provided
25. quickly for a minimal fee if any depending on the requirements The following reports are provided Inquiries These provide several quick information screens on the database Business Clinic Revenues Consultations Statistics by Clients Guarantors Refer rers Solicitors and Staff Unaccounted Consultations Accounts Due Overdue and Receivable Payments by Type Financial Bank Deposits Listings Consolidated Deposits Accounting Codes Payments to be Banked Clinical Consultations Conditions Consultations by Conditions Clients by Conditions cont Graphical Referrer Consultations Guarantor Clients Clients Consultations Staff Treatments Staff and Clinic Revenues Weekly Takings Database Information Any graphical data may also be exported User Derived Reports The package s included report generator allows you to develop and save reports spe cific to your own operations Many enclosed Label Report and Sort definitions are sourced from actual users of ThePractitioner They are supplied as is and have not been checked for their functionality or suitability for your practice Nevertheless since they have been derived for working practices they should be of some use to others and they are included here in the Macintosh spirit of sharing and co operation You may therefore use a report as is or use it as a base to generate a more comprehensive report These can be found in a separate folder and the documen
26. r banked and any account which has been printed as a receipt or combined account receipt will have its payments automatically recorded as receipted You may assign one of a number of pre defined banks to the payments of an account Specifically there is an operator ID an accounting code status for settled locked archived and printed TabLINKs to client notes and financial statistics QuickLINKs to clients consultations practitioner and guarantor Banking This table holds all your payment details Specifically there is a paid date amount and bank a receipted and banked status the pay type pay ID and accounting code QuickLINKs to account client and guarantor TabLINKs to financial statistics cont Expenses This table holds all your outgoing payment details Specifically there is an expense ID description tax rate expense ex tax tax output expense tax inc and any expense tax free plus a printed and cleared status The payments section designated by the cheque graphic has the supplier bank date paid amount pay type pay ID and cheque number An included table of goods records will show in context any items processed as a goods reorder record A gross amount section allows you to link an expense to a staff record which may use the standard tax rate or a manually entered tax rate TabLINKs to financial statistics Finances This table holds financial data for a client Specifically there is time duration
27. t About Reports outlines the reports pro vided Report names start with a code which corresponds to the tables within the database This helps you in finding reports which are applicable to the table you wish to use the Report Editor on For example client codes are P nnn so reports such as P Names Code and P FileTags would be employed on the client table while G Stocktake would be used on the goods table where goods codes are G nnn and consultations with a code of V nnn would make use of reports such as V Total and V xClient cont Important Since many of these report definitions have been created on computers using different printers and operating systems any that you decide to access should immediately be re paginated via the Page Setup command and re directed to select your preferred printer Failure to reconfigure may cause output problems Opening report definitions for one table while accessing anothertable can lead to meaningless and or misleading report outputs Supporting Tables ThePractitioner package provides a number of supporting tables These include Articles These may be recorded alone or may be linked to a condition record Conditions Descriptions are provided together with their ICD codes CPT Data Treatment descriptions are provided together with their CPT codes HCPC Data Treatment items are provided together with their HCPC codes Documents A generalized documents table allows
28. t to use in our practice combining physiotherapists occupational therapists and hand therapists over several locations An invaluable aid to organising all aspects of our busy clinics Training many receptionists over the years it is our experience that they can learn to be efficient in a few short days Within hours they are able to make appoint ments enter client details issue accounts and receipts etc even though many of them have had very little experience with computers Contacts over the many years with the software design engineer have been very affable responsive to our needs and questions with a promptness any business woould be impressed with Progressively and timely upgraded as required for ever improving operating systems Robust and reliable opera tions on sisngle systems and over networks Backing up and maintenance checks are carried out quickly and simply IceFire Physiotherapy I was looking for a program for our clinic that was fast easy to use and value for money ThePractitioner delivered on all three counts We employ three receptionists who had never used a computer before and they were up to speed in a week The Rapid Ac counting Technique is invaluable on our busiest days when two practitioners may see fifteen patients an hour A very stable platform with no data loss it has paid for itself in just a few months and the client support has been exceptional Well done Capalaba Chiropractic Clinic
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