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BASEDPSY 7ED (PsyTablet_7ED)

1. Approaches it produce two statements z the first the total of f patients per cohort of age the current age of the Clients Category customer and the average age of the found y patients the second a list of patients by cohort Ji with date of the first inscription and the service rowr ang a St oraint per 700 given BaseDPsy 7 0 User s Manual Clinic Management Page 109 The first question asks you to specify whether you want a report for all clients enrolled in BaseDPsy or only a cohort of them after choosing some criteria The phrase All the patients Expected Results registered means all recorded clients in the Data Do you want results with Client section All the patients registered or Make the choice of your search criteria If you click on Select the procedure displays an interface The process perform two steps first the cumulative result and where almost all the fields in after the list of patients by your chosen category the Data Client section are present You have to click on Select Continue after the criterias choice About clients Statistical results include only the die Search by criteria Detailed Search Enter one or more research criteria in the fields below According to Registration Registration Year Q Active or Close Q Registration Month Closure Date Q Registration date Total actual Length in m
2. Data Client You can then complete the file opening by entering descriptive and personal data on your customer Explore the interface and you will surely find enough items available to enter all the information you want to keep They are not mandatory by cons if your client have insured services by an external debtor you must complete the relevant data on the debtor under the tab so that you can charge the debtor at the time of billing your sessions BASE PSY Group Institution Finance by N ID File N 09 Labont Mich le Previous File N Individual Spouse Debtor Linked debtor name Assurance Cot Click on a heart to link the debtor on the row to the displayed client eae Mandate Active C20 play Dissociate Debtors list available for linking Debtor s name Assurance Cot Robert Turmel 450 473 6985 SAAQ To add a debtor in that list go to the debtor section The information entered in the Debtor interface remain the same for all clients On the other hand even if multiple clients can have the same debtor or the same insurer each customer has specific information that bind the debtor These specific informations different from one client to another can be entered under the Mandate EAP See in another chapter about debtors invoicing for entering information on the mandate of a debtor There are several fields to enter all children details BaseDPsy 7 0 User s Manual Fil
3. age cohortofage Gender Registration prioritized Spouse 30 0 39 8 30 34 wading Adult 450 623 8974 35 39 Female Adult Desmaurs Paul If the content of the field is editable as in the waiting list or task list an icon is placed to the right of the field The icon is a yellow globe with a white arrow Severity Urgency Duration Suicidal crisis To display only this category c View all clients after having isolate certain This is possible with the circle shaped button to the infinite movement that So is present throughout BaseDPsy d Selecting a row As the fields in the lists are often tool buttons to select a row in the list while avoiding launching an isolation procedure or moving to another interface there is a common place for all lists to select a row it is the digit position of the row Click on the number and the row will be selected Therapy Formula Client category Active Relationship N EX T Psychotherapy 4 indicates the order and the number of displayed clients 5 ZS p rsycnonerapy BaseDPsy 7 0 User s Manual General information Page 31 e Moving quickly through the list You can quickly view the last lines or the first lines by moving from bottom or the top of a list using the arrow column in the extreme left of the list Clicking the arrows they change direction and display either up or down depending on the previous selection f Delete a Row A red circle with a wh
4. progress notes ie the Group meetings ist Registered MO section when the blank summaries of the g oo roo meetings were created before adding participants Except of course for the meetings that took place prior to enrolment 6 5 5 Enter the presence of a participant at the group meetings In the interface Group Therapy under the Participants tab there are two tabs one of them is called Attendance at meetings Table of attendance can not be changed at this point Attendance is part of the Group meetings because presence may vary from one meeting to the next Remember that in Group meetings section the only way to add names in this table is to write the name in the list of participants in the Group therapy section and use the button to update the table in the meetings interface under the tab Meeting Info and under the Participants tab To register a presence display the Participants tab in the Group meetings Then under the Participants tab click the yellow arrow vis vis the member present to register an X in the column of attendance Participants Bound files Present at the Registered participants session Position in the Click on yellow arrow to record a presence t 1 2 3 4 5 BaseDPsy 7 0 User s Manual Files Management Page 74 6 5 6 Create a series of blank summaries scheduled group meetings If you use the version of BaseDPsy containing the agenda rather read
5. 8 2 1 Receiving a message It is not possible to directly receive emails from a client in BaseDPsy You can only copy emails received from your email software and paste them into the field for this purpose BaseDPsy 8 2 2 Sending a message However you can send your response from BaseDPsy after having written it in BaseDPsy The shipping tool of emails is in the right tab Its title may however change according to the direction of the communication BaseDPsy 7 0 User s Manual Writing Notes Page 95 Answer from patient Message sent to the patient Message s date 2014 01 09 secceeeeceecesn gt Send the message by email Message from patient Answer to the patient Answer Date 2014 01 09 TPP lt Send the answer by email The tool does not directly send the email but it opens your email software and inserts a new message with the recipient s address subject and content that you have written in the sections of BaseDPsy The behavior is different depending on the platform of your computer and on the mail software you are using We observed for example with Microsoft Outlook 14 on Mac OS 10 9 or Microsoft Outlook 15 on Windows 8 the message is created by Outlook in a new message window and it only remains to click send to that Outlook sends the message The same behavior is observed with the iPad the Mail default iPad software opens a window with the content of your message and the recipient s email address and other se
6. escsseessseessesseeseecsessessseeseeaeeseseseseeeatacseeseneseees 116 15 1 3 Adapting structures writing to your personal style ssssssssssssssrsssrnesnenunisnnsnnnennnnnnnnnnnennnnnnnnnnnnnnnnnnn 116 15 1 4 Customize the values of the dropdown lists ss sssssssssssssrenrnssrssrrnsrenrenrrnsnennnnnnnsnrnnnnnnennnnnnennnnnnnsnnnnnnns 118 15 2 Correct the mistakes Of USC cssscsscsesssessssessessssesessseseseorssecossnsssnesesssesesnerseasesonsnsnssnseseseareconssoenesness 119 The button Continue is always CIS Play CO siisensissictervouidinivinseneinica oui onidiisheuuaiciianatiannmudauboiioan 119 The name of a customer is not present in the drop down list Of CENTS ceeeeeseseseeeeteseeeeeeeeeees 119 Unable toadda session toa Chente a aaae 119 15 3 Saving a backup COPY sessismssssaiaan annannati aaa naa aaa anaa 121 Eere ONECO TE a vasa saint ic erie ha ten ene fe lec tue aeeadansiedee aed a ciiaentsdessaneuededectin eeauctoteeas 121 BaseDPsy 7 0 User s Manual Table of contents Page 5 105 2 ae a0 Lie O1 VOUT CNOICC E A A E A A EE E E T A T A E IN 122 15 4 The Security of your data n cccscscssssesesseseessssessssssensesseseesesesoconsssseeeeesesssserseossssessenssnscseieerseonssoeneseess 123 16 To netiemole Suppor renina E 124 17 Using BaseDPsy on netWorK ss ssussssssusnunnunnunnnnnnunnunnnunnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nannan n nnmnnn 125 17 1 The limits of BaseDPsy used on network ssssssssss
7. the presence Sessions s summaries of Family Lambford On 2014 03 12 Session N 0001 On a total of 0002 Client N Contents Session info Sessions List Invoicing Session s summary Follow up notes DRAFT Created note on 2015 04 15 at 10 14 22 by Alain Barbeau Are present at the session Bert Lambford Jane Redford Rick Milhem Mark Susan Automaticaly inserted when attendance is checked under the tab For that first session the father told Info Session Note written on 2015 04 15 at 10 14 22 by Alain Barbeau If you choose to open multiple individual records for a family in therapy you need to manually access this interface unless the folder of one of the members of the family is saved with Family as the interface choice you will then have to link these files together 6 3 7 Linking individual files in relationship and copy the same session in two different folders The main advantage of linking individual files together is to write a single note and automatically and to copy it in another folder associated This option can be useful when you simultaneously follow a family and one of family members in individual therapy or when you prefer to open a personal file to all members of the family therapy The tools to link many files are in the Data Client section under the tabs Family and Linked files Family Files You manually enter the number of the folder that you want to lin
8. there is a way to fix this list Go to the Tools Admin section and use the button for this purpose Re Create Clients Lists UNABLE TO ADD A SESSION TO A CLIENT Sometimes when reaching the Notes section from another section the customer does not appear as expected Or when attempting to view the client in the Notes BaseDPsy 7 0 User s Manual Software Setting Page 120 section from the list of clients he is not present in the list When this happens is that the link between the client file and the notes was lost To restore go to the Tools Admin section and use the button labeled Recreate the first session Recreate the first session BaseDPsy 7 0 User s Manual Software Setting Page 121 15 3 Saving a backup copy 15 3 1 On the closure In this version we let you choose where you want to keep a copy of the data Therefore the procedure asks you to choose the folder directory where to make a Copy In addition it is possible to preserve previous backups rather than crush them with the most recent To do this you must name each backup differently Hence we suggest that you change the name of the saved one by inserting a date so you can choose which file may possibly be reused This is particularly useful if a system error or a broken hard drive corrupts your commonly used file before saving In fact if your file commonly used is broken it will be saved broken That is why it is important to be
9. 30 e Moving guickly tiroug n the Stessi aeai eiaei iea aaen 31 O E a a O A OEE AA A ENE A A T PE A A T 31 Tools specific to each of the detailed lists sssscsseeessesesssessesssssesesesessesesssscesssessaeseessesacaseesseanseeesererseess 32 a Detailed list of clinical st pS s ssu sennsorusosunsnnnnrusnrunnnnnnnronnnonnuounnsnnronnsnnuonunonnronnenonanenrsnnronnusnneranrsnnronenens 32 oE E o a EEEE 11 i E ENA EI OE NANE ATE 33 c The detailed list of patients in psychotherapy s ssssssrssrssssreersernensnenrnsnnennnnsnnnsnnnnnnennnnsnnennnennnns 33 ie S E E A A E E A E ON T AAE O 34 e The TO DO list Tasks List ccscasessssstscapcetscitessssatezeteseveacpusesscesesecabstshvcucecesdatat aaaea aada amaaa Niana 35 f The client directory res ca cee cape ecestecte ste ee expe se sonnneccscenees sets setseuynsaunacseuaecessutcabessaniecceseenseseyetavestncaeatoeueseritzatectes 36 g Listofsessions by date and recalling vs sirnisarcomimceinvicienemswlicivemmmsaarrenovensoninsisvumivens 37 wLa Ligi under ta sssini anaa aaiae ee eee aaa oaia eee ee eee eee en 38 5 2 The toolbars and tools With ICONS sc sessssssirsacdectesectarieecnntidetecroennisarian baer 40 5 3 Discrete or integrated tools to the title text Of a field s ssssnssssssnssrsnrrsrnssrenressrssresnesrrnreesnssnens 41 S OWICK ea e E E E E A E 42 BaseDPsy 7 0 User s Manual Table of contents Page 3 Do TOE 01 9 16a US E er ct mre noe tie E eer 42
10. 7 0 User s Manual THE SESSIONS LIST OF A IDENTIFIED PATIENT The Sessions List of displays only the sessions and the exchange of messages off therapy with the named client In this popup window the column headings are also used to sort the list The list is sorted in descending order to have the last session or the last message at the top of the list when sorting by date of the meeting or the date of the message The columns with text are also sorted in descending order so from Z to A General information Sessions List Page 28 Sessions List of Bert Lambford St S Session s date Invoiced to 0002 0001 2014 03 19 Lambford Bert 2014 03 12 Lambford Bert Answer Date 2014 03 10 2014 03 20 Will be late at the next appointment 2014 03 10 I ll stop the therapy won t be present at the next 2014 03 20 i BaseDPsy 7 0 User s Manual General information Page 29 5 1 2 The Detailed List The pictures show only some of the columns in each list Detailed lists display the list of records in the same interface with maximum details related to the topic of the list Detailed lists can be used to group or sort records by selected characteristics THE TOOLS COMMON TO ALL THE DETAILED LISTS a sort the list by the title of the column The ability to sort the whole list from depending on the content of the topic by clicking on the title of the column is indicated by
11. Children Individual Children Individual Adult Individual Adult Couple Family Family For setting the title For modifying the framework Insert predefined texts in your follow up notes and reports is also available in BaseDPsy Some comments and some conclusions can sometimes be similar from one customer to another as well as definition of exercises or recommendations To speed your wrinting you can write in advance some of these texts and insert them in due course A tab contains 24 fields for the definition of predefined texts BaseDPsy 7 0 User s Manual Software Setting Page 118 In addition to the frameworks for notes and reports it is possible to change the writing structure in other sections of BaseDPsy For example you can change the writing structure of the summary of the request by changing the title of each field To change just click on the field title or go to the Options Customizing and display the List tab You can edit in the same way the writing structure of the description of the methodology in the Group section and the description of the organization in the institutional client section 15 1 4 Customize the values of the dropdown lists BaseDPsy has several fields containing a list of values that drops down by clicking in the field These predefined value lists are designed to speed up your data entry 57 of these value lists are editable To change the content of a list you display the
12. Example BaseDPsy Dossier BaseDPsy 7 aii BaseDPsy 6 1 Eventually a message warns you that BaseDPsy 6 1 the procedure needs you to find where The file PsyTablet fmp12 could not be it is the file containing the data of the opened Not Found previous version Click OK Lox A window opens to let you select the desired file by the procedure Select PsyTablet fmp12 and click Open BaseDPsy 7 0 User s Manual Software Setting Page 134 Open File PsyTablet fmp12 could not be found Please locate the file or click Cancel to cancel any further requests for this file lt j gt es Bin im Gi BaseDPsy 6 1 jj Jeux Shared Folder Dropbox C BaseDPsy 6 1 gt P BaseDPsy 6 1 G AB M BaseDPsy 6 1 alias Oj Extensions fs BaseDPsy5 32 CHASE TRAY Movies GJ BaseDPsyC 6 1 A BaseDPsyC 6 1 alias Name PsyTablet f C BaseDPsyConverti Kind FileMaker Oy Grenier Size 414 7 MB i Created Yesterday DEVICES Richard Langevin Modified Today 10 La Imac27AB Last opened Today 10 WD Unlocker Cancel Open Normally the notice on the unfound file is not displayed But if the procedure incorrectly memorized the location of PsyTablet you could have to indicate the place up to 18 times 18 5 3 A strange message BaseDPsy 6 1 Thereafter if you receive a message There are less records in the data source advising that the number of re
13. List tab in the Options Customizing section or you click the M button in the other interfaces Request date 2015 01 26 Clients Category Individual Clinic s Site City Office Category of treatment Individual Therapy Clinical Approaches Cognitive Therapy Planned length 05 to 12 months Types of planned duration Brief Therapy Personal Category BaseDPsy 7 0 User s Manual Software Setting Page 119 15 2 Correct the mistakes of use In the Tools Admin section three buttons allow you to correct the most common errors in using BaseDPsy THE BUTTON CONTINUE IS ALWAYS DISPLAYED During certain procedures the Continue button appears after a pause in the process and is masked by clicking on it or at the end of the procedure If you stopped a procedure or missed a step in the progress of a procedure sometimes the Continue signal remains visible This persistence of the signal can be annoying and even cause confusion in the use of BaseDPsy To mask the Continue signal you have just to click the button for this purpose Hide Continue THE NAME OF A CUSTOMER IS NOT PRESENT IN THE DROP DOWN LIST OF CLIENTS sometimes after an import or after handling files or erase notes a client name disappears from the dropdown list of customers even if his record is still existing Although what causes such a disappearance is not always clear
14. Time End 15 00 With Apple Calendar 7 P Add or edit a note to this session Cardinal Saint Eustache QC J7R 7B7 a View the whole note To add text to the summary N of the displayed session List of patients You can then change the date and other details of the session However if you copy these details in the Apple calendar the changes are not transferred automatically you must do it manually BaseDPsy 7 0 User s Manual Writing Notes Page 78 7 2 Planning ahead a serie of sessions with the same client The next explanations concern BaseDPsy without calendar If you use BaseDPsyC With calendar read BaseDPsy with calendar Guide instead of this chapter on scheduling interviews It is likely that you will agree with many of your clients regular and periodic meetings on the same day of the week and always at the same time To create in advance a series of empty sessions view the Planning tab itself under the tab Session info You will find a set of fields and a Save button that will allow you to do Planning Linked files Bound files Date of session currently scheduled farthest Friday April 24 2015 You can use the following tools and items to create several adva dient Before to fill up these fields make sure to have enter the contents in Repeat the appointment at each 1 week s fields under Session Info tab 2015 04 27 All these six fields must be filled up from the following date
15. Time Start 14 00 Time End 15 00 Duration in minutes 60 Repeat the following number of 8 So is the end date 2015 06 22 Calendar name Travail aie i These fields are only visible if Alarm 0 minutes before the you are using an Apple platform and you have indicated that you SAVE want to copy them in the Apple calendar Clicking in the field of the Start Time or of the End Time the format displayed by default is hh mm ss but you do not need to write the time in this format For example type only 9 and the format will show itself in 9 00 You type 13 it becomes 1 00 p m or 13 00 The time format is according the preferences of time format in you operation system However if you want to enter 9 30 you need to type 9 30 BaseDPsy 7 0 User s Manual Writing Notes Page 79 It is also possible to copy the appointments with your customer in the Apple Calendar if you use an Apple platform After entering all necessary information click the Save button If you miss an information such as the Start Time this lack will be replicated in all sessions created The time in minutes is independent of the hours agreed to allow you the choice to write the actual duration of the interview or the equivalent of one hour of work claimed from a debtor With some external debtors you can agree to have for example 6 sessions reimbursed But the calculation of the duration of a session invoiced to an
16. ViePhersed_ Click on this button to which has already been inserted in the McGary J Update the participants list Meetings Group A button has been designed for this purpose 6 5 4 Registration of participants in an open group We say open group if you agree in the functioning of the group that people can join the group en route that is to say not necessarily from the beginning of operations not present at the first meetings BaseDPsy 7 0 User s Manual Files Management Page 71 In contrast a closed group is a group whose composition does not change between the beginning and the end of the meetings except by self withdrawal of participants In BaseDPsy there is a maximum of 16 places in the table entries FOR A NUMBER LESS THAN 16 If you lead a group therapy format with open group whose the initial number of participants is less than 16 we suggest the following practices for the registration of participants When a participant gives up leave his name on the list of participating clients Group section and add the names of new participants at the end of the list in blank spaces The reason is that it allows you to maintain a certain accuracy in the statistical table under the tab Attendance at the meetings Description Participants List of the meetings of List of group Writing the follow up notes for clients with a File N in BaseDPsy whom are participating to a group thera entered in th
17. a letter a Summary of a telephone call a fax or email etc The field named Message format allows you to specify the category of messages Spaces under Bound Files tab allows you to insert electronic files that can be either letters and messages written on paper you have digitized scanned or attached to an email files Since communication with a professional is not always an alternative exchange of messages as the epistolary exchange or email but sometimes it is a live chat or telephone we added a tab that contains the fields required to include a summary of a discussion 8 1 Two interfaces available to save your communications Two different interfaces have been created to write or to keep exchanging messages with your clients An interface is specialized for individual clients you entered in psychotherapy and another interface has been designed specifically for institutional Clients The difference between the two interfaces based on the following findings Psychotherapy Clients e Your communications can be directly with the client e Your communications can be with another professional serving your client eg the professor of your client of school age the physician or psychiatrist of your client etc Institutional Clients e Your communications can be only with a professional representing the client BaseDPsy 7 0 User s Manual Writing Notes Page 92 In Messages Client interface with registered clients i
18. able to reuse files saved before the last backup Here is an example of changing the name of the Save a backup copy In the next dialog box identify the folder in which you want to copy the data file Then change the file name PsyTablet copy fmp12 by replacing the word copy by the today s date Keep choice of the output file to Copy of current file Cancel BackUp After clicking BackUp a window asking you where to save the copy and what name We recommend that you only replace the word copy by a date BaseDPsy 7 0 User s Manual Software Setting Page 122 Create a copy named Save As PsyTablet Copy fmp12 Tags 0080 Create a copy named Save As PsyTablet140122 fmp12 a DEVICES L Imac27AB CopieAB a hac Shared Folder m C BackUpCopies SHARED AN Base Gar Base DEVICES C BaseDPsy 6 1 1 XeonAB Ga Gre imac27AB AN BaseDPsy 6 1 alias abmpro Lltingd CopieAB ae BaseDPsy5 32 jj BaseDPsyC 6 1 SHARED AN BaseDPsyC 6 1 alias Type E XeonAB jj BaseDPsyConvertiAB jj Grenier After saving abmpro L Itin raire Resto pdf Type copy of current file J Hide extension _New Folder _ After saving Automatically open file _ Create email with file as attachment _ Hide extension New Folder Cancel Save This window is followed by two other It is no
19. date at a frequency of once a week Cried meetings 0 Meeting to do 8 gt Expected number of meetings 8 2015 03 17 Frequency of meetings Once a Vieek Create series of 8 weekly meetings BaseDPsy 7 0 User s Manual Files Management Page 75 Other conditions to use this tool the expected number of meetings must be greater than one 1 and the frequency must be fixed at Once a week This button disappears when the expected number of meetings has been reached or if the chosen frequency is different from once a week This button does not exist in the version with the agenda as the procedure to create a series of meeting is in the calendar In the version of BaseDPsy without agenda it is possible to transfer meeting dates in the calendar Apple if you work on a computer with the platform MacOS If your platform is Windows or iPad you will not see the tools to transfer the appointment dates in the calendar Apple To transfer or appointment in the calendar MacOS it is mandatory to have entered data into the following topics e Date of the first meeting e Start time e End Time e Name of the calendar Display Type in the Apple calendar e Alarm number of minutes before the meeting you will be notified You should also have checked Yes to the question Insert in Calendar Apple To the Apple Calendar Button not displayed if you use an iPad or You can insert the details of this appointmen
20. ee MUN i E EAE A EA ENAA AEN E AA AET 43 wA ES PIVS SIGN 1 table VIEW msee ena e EE a aE aE 43 Soo FOCI Ora EUn a Fe CONC ia asa a E Eaa eE a 43 EEE R 000 co EAE AN EN E AA VO EN ON VE AE O A AAAS AN A eer 44 Files Folders management ssunennnsonnnnnnnnunnnunnennnonnnnnnnnnunnnunnnnnnnunnnnnnnnnnnnnnnnnnnnnnn nnna 45 6 OF crea ey tao me Cene RO nE E ee ee ee 45 6 1 The concept of a file in database cscscciscssssccssesssseenscsesassssteccessssevsseesssssosesssesesssesestesevsnesonsnsnssesenssencens 45 6 2 File creation for clients in PSYCHOtHELaPyY cecsscseseesseeeeseeeeeeeeeeeeeseeseneieeeeeeaeaeeeeeeneeeeeaees 46 6 2 1 FUSE SES DS in fle Cre AU OM arcsecpccscsssctensetesnctatncdecctncauiatatecistueaussteshsesabevoncasietatsiieacstessoseateaasehetdentateenineteaddentecs 46 6 2 2 The file creation in BaseDPsy without calendar ccesssesssseesseseeseseseesesseseseensseensseaeeneaeeneeatenesneneaeens 47 6 2 3 The concept of step and creating folders files ss ssssssrssersnsrrssrrssrenrnensnrnnnsnnnensnnsnnnnnnnnnnnnnnnsnnnnnrnnnens 48 ero mmm ERr Dic Les Cemmerrtsere mee terrane E et ener eer am eer ee re emer re er tn 51 6 3 1 Under the tab Steps 9 cacit swccstseitucisesuncstenecntaancescdesscntenedsatsceetutsznensdsdeucestanevanineneestasudaninasiieenadeditecendisnes 51 63 2 Und rthexReguest saD cennere eea eR 51 ioe SUE Te CBr Sl ATAD ies strorcosnnatsanesseesvinetnrsnmnpercotesdne ainiai aa aa a rv meen mienaten
21. following sections e Group therapy e Group Meeting e Clients Directory e Meetings Invoicing e An possible report on its outcomes When you will enter participants in group therapy if participants have a personal record of psychotherapy you will also create links between the previous and the next two interfaces 1 Data Client 2 Notes 6 5 1 Group functioning description Creating a folder for group therapy involves two essential steps 1 Description of the group operation 2 Registration of participants When you create a new group with the tool on the m New Group Therapy interface a dialog box asks you to define the group name Delete this group therapy BaseDPsy 7 0 User s Manual Files Management Page 66 You can if necessary modify the group name using the M juxtaposed tool However we recommend that you do any modification before creating meetings and especially before billing meetings for the change is also reflected in the recorded financial transactions The file of group therapy is classified closed as soon as you will enter a date in the closure date field To avoid confusion between the active folder and your planning dates of meetings of the group we added two sections of dates different for the folder and meetings Description Participants List of the meetings of this group Files Creation date 2015 02 11 Closure date Planification Methodology Bound files To add meeting
22. for soeounta googla sen storing the forms or your clinic or for storing the Client Response filled simios ca f forms The same blank forms can be stored in the Forms Collection section GD ene wore The button Authorization Form displays an interface that allows you to customize and print a request for gt PP access to confidential information which will be signed by the client or 2 PDF Show Details Cancel Print his representative Open PDF in Preview Save as PDF m i Save as PostScript R If instead of printing you convert the Authorization Form in PDF format Ea E es ttp al you can then send it by email On Pn some computers if you use Save PDF to Aperture BaseDPsy without FileMaker Pro save POF toe rt the PDE document Save PDF to folder as TIFF you can ORNS l j l u Save PDF to Web Receipts Folder after ordering printing that is of Send PDF via Messages course limited to the characteristics Save to iDocument of your computer and other Edit Menu applications available on your computer BaseDPsy 7 0 User s Manual Files Management Page 53 PDF conversion is available with FileMaker Go for iPad These limits are explained in a chapter on Guide for using BaseDPsy on network or iPad The screen capture displays an example 6 3 3 Under the Agreement tab You will find a choice of interfaces is a must a necessary choice for the good operation procedure
23. from BaseDPsy Object This dialog box is under the header Edit menu in Windows and under the menu heading BaseDPsy ar rererences 5 with MacOS bikin k j a d a M BaseDPsy 7 0 User s Manual Software Setting Page 114 BaseDPsy File Edit Preferences x 3 Services b Hide BaseDPsy 3H Hide Others Quit BaseDPsy Preferences Memory Plug Ins Fonts In the dialog box on MacOS you select User Interface Options Other instead of the System Name Allow drag and drop text selection and you write in Other the account name that you have defined as personalized access code For example Coco Reset dialog sizes and positions Reset User Name System Alain Barbeau O oner Cancel General Memory Plug Ins Fonts l User Interface Options On Windows you enter the 7 Allow drag and drop text selection customized account name in the field named User name _ Enlarge window contents to improve readability Reset dialog sizes and positions Reset User name Coco User Interface Language English So now every time you open Font smoothing style Dark BaseDPsy the account name will contain the name you chose when setting access codes BaseDPsy 7 0 User s Manual Software Setting Page 115 CHANGE CUSTOM ACCESS CODES After having set custom access codes when listing your License number you want to change them And use the following to
24. interface to record progress notes on therapy and on the family Saves all the participants specifically This is where you charge your client for family therapy services When you register a client in art therapy you are automatically led to this interface to record the progress notes on the therapy and on the client Saves pictures of 10 works and comments on the works of the client This is where you charge your client for the services of art therapy Allows you to view the schedule of sessions the same day according to the dates provided in advance created in advance Also allows you to send reminders of the next session by email To save off therapy communications with the client regardless of the type of communication email phone To create folders of group therapy regardless of the form of group including support groups Where you save the participants already registered in BaseDPsy already in psychotherapy or not To describe the mode of operation of the group To describe the evolution of the group and record attendance among registered participants To charge cost of group therapy at each participant in the meeting 00 N N l Page 12 BaseDPsy 7 0 User s Manual General information Page 13 This list of interfaces is directly accessible to the user and their division into sections is displayed in BaseDPsy in the interface named Menu A header button named Menu allows access BaseDP
25. more files are combined to Closed form a family folder or a conjugal folder Sneson JUNG from individual folders an icon in the Poe FOWO shape of two ring members in the patients list lets you know that a link has niacin been established with other files By leaving the cursor over the icon you can also find out which files are linked to the selected folder b Laframboise Gis le Lafrance Maude Lagrange Pierre Lamarque Paul Lampron Am lie Latraverse Armand 2 3 4 5 6 7 8 9 Wn SY Ye WB SY Ww Ww BOF BaseDPsy 7 0 User s Manual Files Management Page 61 6 4 Additional Tools 6 4 1 Mailing Labels If you need to mail documents or invoices to your i Avery 8160 customers you can print labels in two formats Avery Avery 8163 By clicking on one of two buttons the name and full address of the client are pasted to the first label from the top But you can move it in any space and change the formatting and content Mod le Avery 8163 v rome ee EJE erevisualisation M mer ar Land go rue St Click and drag on rer a Bt Liga aan label of your choice landj yahoo com M amp M Jack Land Modify cut and set 2561 rue St Denis Montr al as you want the QC Canada address H3G 1P1 6 4 2 Inserting files and documents in BaseDPsy In almost all interfaces BaseDPsy you will find a tab or a space named Bound Files BaseDPsy 7 0 User s
26. paper or card for storing loose papers and Computing a directory containing related files or documents In this user Manual we will use File as synonyme of Folder In a database the concept of file rather refers to an identifier that will link together all the information entered in multiple interfaces And this identifier is usually a File N a ID N or a code In BaseDPsy we use a sequence of digits sometimes preceded by letters such as identifier ID N or as File N In BaseDPsy an identifier is generated automatically when you create a new entity client debtor group message report notes supplier expenses etc This identifier may not be changed by the user In addition the identifier is used as File N for the following entities e Client in psychotherapy individual couple family e Institutional Client Organization Institution etc e Group Group Therapy So there are several categories of files in BaseDPsy There is also a different interface for creating files of each entity that we have listed above BaseDPsy 7 0 User s Manual Files Management Page 46 6 2 File creation for clients in psychotherapy For any customer in psychotherapy there are several relevant sections and several elements that will be interconnected 1 Folder settings No dates approach details of the application and understanding Information about the client Data Client Notes on the evolu
27. popup windows Here we show the two buttons in the Notes section that allow the display of two different lists within a popup window Sessions List of Jean Malveine List of patients THE PATIENTS LIST The List of patients show all the folders registered in BaseDPsy on two tabs one displays the active steps and the other closed g teps List of patients This list is primarily used to find the customer See you want displayed in the interface The Active tab also contains a number that there would be one that has not been closed or which is in surplus corresponds to the total number of actives Active 17 Closed Step N steps included in BaseDPsy If the same Brisson Julie 1 name appears twice in the list then you have Darci Paulo 1 two steps active for the same client So ua PANS l Laframboise Gis le 2 1 Lafrance Maude and Desmaurs Paul BaseDPsy 7 0 User s Manual General information Page 27 In the high of the list there is an alphabet Each letter of the alphabet is a button to show only the names of clients whose the first letter of family name is similar to that letter of the alphabet Restriction If the last name starts with an empty space in front of the first letter it does not appear in the list of names beginning with the same letter of the alphabet during use of the filter by the initial of the name There is also a button that displays all clients close List of patients o
28. predefined proportions of the interface or to the proportions of your screen A blue arrowy outing from a folder icon A red heart with a green in the list of debtors of the Client Data section Paper sheet on board Symbol of a PDF file with a yellow arrow pointing to the right Screen icon Starting or closing symbol Close BaseDPsy application Paste in the right field the content of the left field or paste the total charged in the payment section Under the Billing tab yellow arrow pointing to the right BaseDPsy 7 0 User s Manual General information Page 16 4 Navigate in BaseDPsy There are several ways to navigate between the hundreds of interfaces that contains BaseDPsy On some two hundred interfaces only thirty are directly accessible to the user A number of interfaces are not accessible at all like the translation dictionary while another amount of interfaces are available only during the execution of a procedure For example statistical tables interfaces can only be viewed only by a procedure requiring a statistical report Even if the user has to be concerned about thirty interfaces it is already a lot 4 1 Menu or Table of contents That s why we added a main menu that allows the user to find one s way at all times in BaseDPsy BASE PSY Registration Form Tools Admin PDF Admission forms About BaseDPsy Authorization form Files Institutional Clients Usar s oe Detailed list of step
29. second window it is called Consultation and a message warning you that it is better to close before opening a third The window is displayed over the previous one But you can choose their organization in the header View menu To close it simply use the system buttons at the top of the window BASE PSY z 29 SSS ee However it is important to distinguish the second open window and the floating windows opened by a print F Fire ie B or note taking procedure Eind Mode 92 F When you request a printout or when you add content to a Status Toolbar CES session or add an appointment in the calendar a floating rt j Bar window is superimposed on existing windows If it is Ruler printing the floating window is accompanied by a toolbar l Nouvelle fen tre as shown opposite next page Tile Vertically Tile Horizontally N Bring All To Front When the opposite shown toolbar is Cascade Windows displayed it is very important to use one Zoom In of the following buttons before activating 400m Out another window Print or Continue or Cancel It is very important to close the floating window before displaying other windows otherwise you risk causing software gel Page 1 of 1 If in other circumstances sometimes a second window open at a time other than entering progress notes and if you are not able to close it we recommend that you close and reopen BaseDPsy BaseDPsy 7 0 User s Manual General information Page 2
30. the Quick Search is programmed to Ruler look for in a limited number of fields precisely in order to a i i Zoom In maintain its speed You can therefore use the Search Joan at mode only when you know the information available but it cannot be found by the Quick Search 5 5 2 The Plus sign in table view Lieux de pratique Dinni A la rAcidan In the table view at the far right of the table there is a Do not use it The utility of this button is to add items If you create an item you won t know what to do with the added item which will not be included in the procedures BaseDPsy The column headings in the tables cannot be multilingual so they stay French 5 5 3 Adding or deleting a record In BaseDPsy when you delete or create a new folder using a button for this purpose a procedure in the background performs several steps to create links or to delete other records related to the one you delete re New File 4 Add a session and an lt gt event to calendar Delete this File Delete this session BaseDPsy 7 0 User s Manual General information Page 44 With the desktop PC some tools offered by FileMaker were removed in programming BaseDPsy However if you are a connoisseur of FileMaker perhaps you ll be tempted to use the keyboard shortcuts used to add or delete a record We strongly discourage you The reason is as follows In BaseDPsy all records are connected For
31. you are required to work on several different computers you might want to use BaseDPsy on this network Again you have to use FileMaker Pro to master the computer that serves as a bridge to the network and in each computer you want to access BaseDPsy On the master computer you install the PsyTable fmp12 file and open it with FileMaker Pro on a remote computers Once you have opened PsyTablet on the server you must enable sharing Go to the File menu and the submenu Sharing z File W y lnsett RecordsweNavigation Tools Help BOO Open 920 syTablet Open Remote BaseDPsyia Open Recent Psy Tablet Open Favorite gt Close W Sharing FileMaker Network Instant Web Publishing Admin Sectii dot setup ODBC JDBC i rint i Options Cusi Export Records Files and requests for Save Send Records As gt psychotherapy _ Send Forms Colle aes This opens a dialog box in which you tick On and All Users BaseDPsy 7 0 User s Manual Software Setting Page 127 O0 8 FileMaker Network Settings FileMaker Network Settings Turn on Network Sharing to share your open files using TCP IP Network Sharing Off On TCP IP Address 192 168 1 118 File access via FileMaker Network Currently open files Network access to file PsyTablet fmp12 File PsyTablet fmp12 All users Specify users by privilege set Specify No users __ Don t display in Open Remote File dia
32. you have registered a communication The list of Messages Client interface displays only the names of customers with an active file in psychotherapy while the list in the Messages Institution interface displays the names of the representatives and names of the client ae institution professional Messages List of Darci Paulo List of clients with post Clicking a name in the list will display only List of all communications communications with this person in the same interface If BaseDPsy 7 0 User s Manual Writing Notes Page 93 you click on Institutional Clients or Data Client buttons or the top of the interface you can view the data on the same client Gro pup Institution Notes f Notes in psychotherapy Institutional Clients ita To display the Messages section you must unwind the Notes menu to the client in Notes Art Therapy I psychotherapy and the Institution menu for communications with a representative of a corporate client Communications p Communications Client Institutional Clients Notes Family Thelaiix Notes Activities You will also notice that the title of the professional tab change when the interlocutor or representative is identified in the relevant section Communicate Communicate with Farlane Robert with Professional Professionnal Name Communicat i mmunese Farlane Robert auaa Myriam Dowell Professionnal Name Myriam Dowell The a
33. 0 Here is an example of a print page of a group meeting Bereavement support File N 0135 The Meeting Date 11 01 13 Group Meeting N 1 Duration in Expected number of meetings 6 Number of meetings conducted 6 Maximum number of participants 6 Category of troubles pointed by the group therapy Adaptation Disorders Meeting Title My life seems empty since he is away Intervention team Marco Bibianne Attendance Lacoursi re Michel Rigaud Emmanuelle Girouard Jacques Rivard Martin Attendance Total 5 6 Summary of activity Each participant tells how he felt after the funeral ceremonies For the names of the participants are listed in the summary as shown above it is essential to use the button shaped yellow arrow to enter an X in the column of the participants present This action is also necessary if you want to invoice the participation to each participant Participants Bound files Position 1 the Present at the list Registered participants session gt Click the yellow arrow to record D the presence of a participant D gt D 5 pi To delete a presence BaseDPsy 7 0 User s Manual Writing Notes Page 91 8 Messages Exchange Communication off therapy Messages Client section allows you to store messages received from a client and your answers but BaseDPsy is not an email software The Message section is designed to be able to keep any type of message
34. 09 06 rF Total of Active Steps Sessions s Total Duration total 12 9 Statistical Category C Between 12 and 23 In the right side toolbar two buttons provide access to the list of steps The first one is as a list of registered folders you used to search a file and display it in the same interface The second shows another interface where you view all Detailed list of clinical steps the steps of all clients with the details of each step BaseDPsy 7 0 User s Manual Files Management Page 51 6 3 Entering Data 6 3 1 Under the tab Steps Displayed step N 1 i Active File N Active These field titles are editable by See explanation in the Option section of the Step N 1 software Registration Date 2014 01 08 Closure Date an e It is best to enter the Fee at Previous FIle N file opening to be able to see it in the Invoicing section Fee The File N is not editable It is used as a link between several informations on your client in all sections of BaseDPsy But you can use two other field to customize the Client File N If you import data from a previous version of BaseDPsy the previous file number will be pasted in the field named Previous File N If not you can use it to enter the File N of a previous paper folder of your client 6 3 2 Under the Request tab There are six fields present and you can change the title of all five of them Just cl
35. 4 4 7 Copy sessions dates in the Apple calendar If you use and only if you are using a computer Apple or Macintosh the system comes with a built in calendar applications Applications Bi Calculette You can now make a copy in this a A Calendrier calendar of the dates of meetings CJ Utilitaires B Camtasia group meetings and of your amp Comic Life 2 activities in institutions app is Connexion B u a Distance But first you must first identify the name of the calendar or the category display in the calendar Calendars In the sections Notes iCloud A iita D April Calendar names there is an option that Work Select to ae the allows you to choose to Important ppointment of this type copy dates sessions or Clinic date meetings in the Apple calendar Other The option is displayed Interview format Face to face meeting M by clicking the button A imprimer Friday However buttons and Time Start 14 00 Time End 15 00 With Apple Calendar T options remain invisible Saint Eustache OC J7R 7B7 if you are using a l o Windows computer or This tool and its options are visible Pad only on an Apple computer CLOSE With Apple Calendar For copying is done simultaneously with the creation of the sessions or activities et cas ites aecie cele ie wal must be answered Yes and have entered Some details are mandatory even the the following before creatin
36. 70 6 5 4 Registration of participants in an open group s ss ssesssrsssressresressrensnensnennnennnennnnnnnnnnnnnnnnnnnnnnnn rennes 70 Fora nimper less thai Ko uusissa aiaa ina aaa anaa ee a airi an aaa iaiia 71 Foranumberover TO ceia aaa r a E eee eee ee eee eee 71 6 5 5 Enter the presence of a participant at the group meetings s ssssssssssssssssssrsssrrsnrnsnninuninnnnnnnnnnnnnnnnnnnens 73 6 5 6 Create a series of blank summaries scheduled group meetings sssssssssssssssssssrrssresurisernnnnennnensnsennens 74 Creating and Wwritino MOCOS siccccscccisscctisnsscicdecsanedsxeccstzscnesceecanndeassuecneneisceeetestcaxncenacseenanes 76 7 Creation and adding notes s ssssssssussunsnununnunnnnnnnnnunnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nann nnn nann nnn nanmanna nnan 76 Automatic display of the latest Session sesisssssscssssossesescscosssessiesseasssssssseeveenscosedvetanesnnssesoussetnsueseonesnasessoresserenestonees 76 Automatic display of specialized interface sccssscccsisssscessssecsssesssscsesseeconsscosessessnssesssessensconssessoeesessessonesserenestenens 76 7 1 Adding a session in BaseDPsy without calendar ss sssssssssssessssnrrssrrnsnennnsnnrnnnnnnnennnennennnennnennnnnns 77 7 2 Planning ahead a serie of sessions with the same client ssssssssssssssssesrrsnressnenrnenrreereneneennsennnsns 78 7 2 1 View the list of scheduled sessions in the same day sorted by the Start Time 79 7 3 Writing notes in individual psychot
37. BASE PSY BASEDPSY 7ED PsyTablet_7ED software for management of clinical records and financial management for psychotherapists of all disciplines Database developped by Alain Barbeau www basedpsy com alainbarbeau basedpsy com User s Manual For educational version without finance BaseDPsy Version 7 August 2015 BaseDPsy 7 0 User s Manual Table of contents Page 2 Table of contents General information on the use Of BaSeEDPSY 7 sssssssssnnenunnnnnnnunnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn 6 1 Introduction and nomenclature cssssssssssssnsessnsscessnsesssnsesssnsesssnseessnsesssnscessneessnseessnneesssess 6 Z General Structure of BaSe DPS wiiscsccccscscciescstecssrsoccaiendcennttcacasteecsgecesucinnencesiseccsvarenesteccndtecsexeadaeteens 8 2 1 Recognize the files in the application folder sssssessrsssrssrssrrssresnesrenrresnesrennensnennesnnsnnnnnennennrnnnesnnns 8 2 2 The various internal parts Of BaseDPSy ss ssssssssresressrssresnensrnrnesnennrnnnennennnnnnnnnennennnnnnennnnnnnnnennnnnnns 10 3 The pictOprams in BaSeD PSY usssussunusnnnonnnnnnnonnnnnnnnnnonnnnnnnnnnnnnn unnn snnnnnn nnmnnn nannan nnana nnana nanne 14 A Navigate in BaseDP Sy sicci a e a raaa 16 4 1 Menu or Table of contents s sessssseonsreonsrnsnnennnnonnononnonsnsneonnnnonnonnnnonnonnnnonnnnnnnennnnonrennnnrnnennnnnnnnnnnnennns 16 4 2 Menu header and toolbar header ccssssssssescsescssscecscscecsce
38. DPsy 7 0 User s Manual Files Management Page 60 Sessions s summaries of Sir Lambford Jack 7 The button with a magnifying glass on a sheet of paper is used to read On 2014 03 12 Session N 0002 the saved copy of the session Contents Session info Session s summary Here is an example of the mention Follow up notes of the copy of the family session with Lambford family in the boy s Duplicate of interview s resume done in presence of Bert Lambford file Lambford Are present at the session Bert Lambford Ruth Messon Jack Jessie Also note that if your client is a First family session child the name of the guardian Each family member tell about his view of family difficulties appears when you choose with Note written on 2015 04 16 at 09 50 50 by Alain Barbeau whom the child lives and if you have entered the names of parents or the name of the guardians in the relevant sections a Paul Rivard Alicia representative Colvoni Patient s parents Person in charge Family Files O files Both Parents v Employer on Debtor Location Person legally in charge of the child client or the child is living with _ Grandparents l l List of patients We describe notetaking on therapy and the client s progress and conservation of O a 8 c D E LF H x 3 K L M communications with the client in IN O P Q R s T u w m4 x zZ subsequent chapters When two or
39. Gender Age Date of delisting Status N Client Phon rs 2 Poliquin Anais 4m 2014 07 02 Femme 45 2014 07 21 Dossier cr Q 3 Martineau Nicole lt 2014 07 22 Femme 32 2014 09 14 Dossier cr iF 4 Mj 4 07 08 Homme En attente Q To create a folder to the person in the row iri 09 15 Homme En attente Each column title is also used to sort the list based on the elements contained in the column Data gathering Evaluation Finance Depressed To Do List Field values with a list Use the brown buttons to change the contents of a list of values can be and yellow buttons to change the label of the item or the default value changed in the Waiting List Merad Options section Status woh ala under the following Severity Suicidal crisis tabs List Data elo ii rgency ool Dropout gathering IT Fed Up i H The headings status severity urgency have a drop down Urgency menu Depressed Suicidal crisis Q With specialized buttons yellow you can restrict the display in the list to those that have the same value in one or other of the headings Status Severity Urgency School Dropout BaseDPsy 7 0 User s Manual Clinic Management Page 101 The red button with the symbol Minus is used to delete a row The deletion can not be undone iG When you create a file from the waiting list the following information is copied to the new client record e His family
40. Manual Files Management Page 62 One to five briefcases are available in the main interfaces to allow you to insert documents These documents can be evaluation reports obtained from a colleague a doctor or documents created by the client himself Personal infos Medical Diagnosis Bound files Insert file Documents case Titles of the associated documents al 2 lj Their use is rather simple a button to insert the document and a button to clear the contents the document and its title Genogram Note If you have inserted an interactive document as a picture a PDF document a video or an audio file you can view and read the document directly in BaseDPsy by clicking on it Insert or delete the picture of As there are many Documents cases in several genogram interfaces you can specialize the uses at your leisure For example you can use the briefcase to GQ eennncccseees Insert the Data Client interface for reports from other professionals briefcases of the Notes interface Insert a Abe to the documents provided by the client briefcase file about CANCEL Messages section for files associated with genogram emails etc Documents case In the interface notes for clients in art therapy there are more 10 briefcase for work done for the ae gt X client session Titles of the associated documents There are also other briefcases specially configured for specific uses As Genogram interface or space for the cli
41. O y A B D E F G H 1 3 K L M IN o P Q RI s T u v wx y z The Quick Search also contains a list of all clients and the word will automatically be completed by writing the first letters of the last te Ap name _ Mardeco Ghislain 1 Grist Marinsky Olga 2 te Martineau Nicole Note 1 The list is sorted in quick search alphabetically so all the last names that begin with a blank space are at the top of the list Note 2 The list in the Quick Search retains the name and the client s first name and does not change as the title of the file So in the list under tab the name of the folder could be Family Malveine will remain Malveine Jean in the list of quick search For example typing letters Ma section list all customers whose last names begin with Ma This tool is useful when a large number of customers have the same initial in their last name The drop down list in the Quick Search displays the clients whose steps are active and also the customers whose steps are closed When a report was written on the List of patients client R is present Similarly if s A Click the letter to go to the communication about the client were e J N interface of Reports or noted an M is present Click on the Messages letter to view the report or communications with or about the patient Active 17 Closed 1 Brisson Julie 2 Dard Paulo 3 Labont Mich le 4 Laframboise Gis le BaseDPsy
42. PsyTablet FAVORITES TAN Applications BaseDPsy 6 BaseDPsy 6 J Utilities All BaseDPsy 6 alias C Extensions PsyTablet fmp12 Desktop Ni Documents You don t need to Archives open this folder This file contains Da e PPR your data This is Bases de donn es the file to back up Version 6 0 BaseDPsy 7 0 User s Manual General information Page 9 The file that contains the data is called PsyTablet fmp12 This is the file to be copied as a backup The file named BaseDPsy 7 is actually an application whose original name is Runtime of FileMaker This application is provided free with the purchase of BaseDPsy but it can be replaced by other applications such as FileMaker Pro or FileMaker Go on iPad See in the manual entitled Using BaseDPsy on multiple computers for the feature differences of the three applications The content of folder of BaseDPsy on Windows platform p E A Fichier Accueil Partage T i gt BaseDPsy6 Fr Favoris B Bureau 47 Dropbox pi T l chargements TI Biblioth ques E3 Documents Images a Musique F Vid os Groupe r sidentiel Fl ae j Ordinateur i J C amp OS D cw HP_RECOVERY E hi R seau 40 l ment s tat BR Partag Application Runtime moteur de la Base de donn es DBEngine dll FMEngine dll FMOLE dil FMRSRC dll FMWrapper dll libcurl dll libeay32 dll libetpan dll libsasl dll MFCX
43. Your scheduled sessions for the day is displayed 1 10 00 Mardeco Ghislain and you can print the list 4m 14 04 21 11 00 Mordan J r me This interface also allows you to send an email to the clients from the list as a reminder of the upcoming session see section 8 4 for this purpose BaseDPsy 7 0 User s Manual Writing Notes Page 81 7 3 Writing notes in individual psychotherapy marital and family The first time you view the Notes section after creating the file the session is created it is also identified as Draft There only remains that you to add content To add content two tools are available 1 Click the white space which changes color when overflying and the cursor changes to a hand indicating the presence of a hidden tool Fe Sessions s summaries of Mme amp M Lafrance Maude J N 1 Show All 34 34 On 2013 11 19 Session N 0001 On a total of 0002 Client N Contents Session info Sessions List Invoicing Quick Search A Session s summary Follow up notes DRAFT L Add a session and an Click on this empty area or on 7 event to calendar DY this button to enter follow up notes about patient Delete this session Add or edit a note to this session View the whole note List of patients 2 Use the tool Add a session Both tools are launching the same procedure Flying over any tools you will find also a tooltip warns you that the file must be active otherwise you c
44. amily the notes name of the head of family Entering Required S lect only one choice 7 As an example Cli Category of BaseDPsy 7 0 User s Manual Files Management Page 57 The other advantage of this choice is that when you click a button leading to the Notes section to write your interview notes you will automatically be taken in the interface specialized notes for family therapy Session info Session sason C01 memen tomat Faceto face mesting G Stepne 1 mercredi a Time Sart rime End 17 00 City Office 816 cardinal Keywords Click on the name to enter a X for Present at the session Editable field title eee ee PPE EEE ERE E EERE EERE EEE EEEE EEEE eee ee s Client Notes about participation The nephew Rick 10 aged is living in family a since the death of his parents Names entered in the section Data Client are automaticaly inserted here Zk oe ae ee es ee es ee ee ee ee ee U You must enter the Editable drop names and the down list of values X manually BaseDPsy 7 0 User s Manual Files Management Page 58 The advantage of this interface is that it allows you to identify at each session who was present in pointing out only the name The composition of the group of people present will be automatically inserted into your notes tracking which allows you to save time of writing The insertion is automatic provided that the X is entered for
45. an not add or edit notes To be active the file or the clinical step must have a registration date but must not have a closure date entered Files Request section The procedure displays a new window for writing In this new window you can insert text into white space and you can change the the text with the formatting tools on toolbar of the header It is important not to use only the Save or Cancel buttons displayed in the interface and not those toolbars iPad or those at the header so you can avoid mistakes BaseDPsy 7 0 User s Manual Writing Notes Page 82 Scriptis Paused Continue Cancel M Edit Layout In principle Filemaker header is hidden if you ff 2 Ta Don t use these tools ever show in this window do not use the buttons in the header Filemaker as their use will interrupt the procedure of registration of DRAFT the note and cause to you potential problems Save this note as a draft Yes Use only these tools INSERTING A FRAMEWORK IN NOTES Before writing your notes you can insert chapter titles or themes writing short a framework basic structure With the purchase of BaseDPsy default content of framework are present However you can customize the framework In the compose window of the note three proposals basic structure are available The A and B have 5 chapters while the C has 12 These options allow you to always have a choice suitable for treatm
46. cLair John information about this client If you have the version of BaseDPsy containing the calendar there is an additional tool on each row in order to copy the event to the calendar Once used the same tool allows you to view the task in the calendar Description of the task Scheduled Date Ea 1 Nh 2 Contact the SocialWorker of the dient 2014 07 24 2014 07 24 gt 2014 07 30 Nw To transfer or view this task in the calendar 4 Write the final report on therapy Once the task has been copied to the agenda a blue arrow replaces the Calendar The arrow shows the task 3 Con icon and it let you view the task in the _ the calendar calendar acs The calendar icon 6 disappears when the 7 task has been copied to the calendar and is replaced by an arrow GCctt tt tt BaseDPsy 7 0 User s Manual General information Page 36 f The client directory The client directory contains few specific tools from the dropdown menu in the header One tool let to check only active files and another to print the list The printing procedure includes the selecting those you want to print the list A tool at the beginning of the column headers allows to check or un check all ines Patient s name 09 Labont Mich le When all the lines are checked a red 10 Lafrance Maude and Desmaurs Paul flag is added to the tool 14 Pafin Jean 15 Brisson Julie The red
47. clients in family therapy and the last is for clients in art therapy When creating the file the selection is automatically done on individual but you can change it The existence of a choice when creating the folder allows you to be always directed to the interface of your choice when navigating BaseDPsy BaseDPsy 7 0 User s Manual Writing Notes Page 77 The three interfaces are very similar and they share all the content of your resume sitting and its parameters But the family therapy interface has a tab that allows you to specify who were the participants at the meeting and allows to define their kind of belonging brother uncle etc The one for art therapy has 10 additional briefcases to insert a work picture the client and a space to write comments on each client s work However once the note made no matter in which of these interfaces you are you can read the summary that you have written because the same content is present in all three interfaces 7 1 Adding a session in BaseDPsy without calendar The tool to add a session is first in the toolbar at the right of the interface It adds a session with the same characteristics as the latest giving it the date corresponding to 7 days subsequent to the date of the most recent session Session info ess aicing Quick Search Q To add a session dated 7 days after the most recent 7 Add a session Copy Options in the Apple calendar 7 A imprimer i a Time Start 14 00
48. cords to ee E be imported is greater than the number of places available in the new version This is because the new version contains more fields than the last one So ignore this message simply click OK were updated BaseDPsy 7 0 User s Manual Software Setting Page 135 18 5 4 End of importation process Then a message warns you of the end of the import and asks you to verify that all your previous data were imported into the new version Open the new version again and check up if all your data have been imported Now Importing is finished To avoid confusion with previous version BaseDPsy will now close 18 5 5 Closing BaseDPsy As you have two BaseDPsy open simultaneously the new and the old version a message will appear twice to launch the backup procedure because the import process ends with the closure of the two databases In theory it is not necessary to make a backup at this stage of its use because you ve probably made a backup copy of the old version and you need to check the new version before making its backup Cancel the backup twice one for each BaseDPsy open Save a backup In the next dialog box identify the folder in which you want to copy the data file Then change the file name PsyTablet copy fmp12 by replacing the word copy by the today s date Keep choice of the output file to Copy of current file Click on Cancel Cancel Good luck
49. cscecscscecsecsessesseseeesesssessssseersesssessseseeness 17 7 ro Mes B oz 0001 e218 NLC 0 Ceennerntr eer etn T erat heer renee a ere eee eee ee eee renee 19 AP WAV VIN TC OE 1 E E eee 20 4a Towiden dialog 06 gt eeeeee te eerere sare men cn en rrae eee nene eran at een eee Canteen eee eee ee tee 22 46 Displaying many WiC OWS isasi ani eee eer eee eee 23 4 7 Copy sessions dates in the Apple calendar cccsssssseessescsssessseseieeeacacseecsseseeeseseseeacaeeees 24 5 TOOISIMEO BaAS DPSy 7 0 scrisa oa a aaa Ai aaea aaaeaii 26 S1 Toolsin Cheni Lisiera NR RA 26 5 1 1 The client lists in popup windOWS ss ss usssssusennsonenuunannoannonneansannanennsnannnnasunsunnsannnnnunnennnnenassannesanadnnnnnaasnasnansna 26 Ma AE En E E eee EE N A N E A E EA N A A E E A N E O E 26 The sessions list of a identified Patient scssssssssssssesssessesnssesssnsssseesonssseseransseeressessseronenssnerenseseerenessorareness 28 SLA SSG LS eeens isnie aaiae Naa alana Eai ianea 29 The tools common to all the detailed lists ee sssssseseesesssssessecsesesesesssesesesssescnenesesssensnesesesessnsnenenesensesaes 29 a SOrt tie NSE DY ENE title OF TNS COMIN essiant 29 bD The ability to isolate a patient category sieniithiniwceicsivssinteunislanenisaind siniensatinwniiiineesianmndinnamianeiudins 29 c View all clients after having isolate CErtaln ccsecsssesseseseseseeeesseeseeseseseeneseeneaeseeeeneeeeneaeeneeaeeee 30 CG a G2 TO E E A A A A E N A
50. ctly from a PDF editing software and paste it into space to this effect by using Paste the form button We also added a tool for automatic insertion of forms provided by debtors Click to insert a PDF IVAC Rapport d valuation psychologique IVAC Rapport d volution Intervention IVAC Rapport final SAAQ R sum d volution Suivi BaseDPsy 7 0 User s Manual Clinic Management Page 106 13 Forms Collection Files management may involve several documents provided by external services and forms other than BaseDPsy In the administration section you will find tools that can help you manage forms Forms collection is an interface that allows you to store forms in PDF format that you could use with your clients This interface allows you to quickly access custom forms for data collection standardized tests questionnaires for assessment of mood etc BASE PSY Group Institution Finance a1 12 13 14 15 16 17 18 19 To import the form in another BaseDPsy section please here click on the Copy button then in the other section click Paste To insert a new form To delete the To paste the form in another To export the form inserted form section of BaseDPsy out of BaseDPsy EGCGriii ese Ss YCHIATRIE Cu Info on The forms library contains 20 spaces available The how using first 17 spaces are occupied by francophones forms PDF provided by debtors or downloaded from th
51. dll NSViews dll OmniDynamic4 dll OmniORB4 dil OmniThread dll openssl dll amp rootr PsyTablet SkiaDLL dll ssleay32 dll Support dll A Tanll 0en1177 O All Fichiers dll ecessaires pou utilisation sur Windows Jr Ay 2013 03 21 14 2013 03 21 14 2 2013 03 21 14 2013 03 21 14 2013 03 21 14 4 2013 03 21 14 4 Fichier contenant les donn es dont il faut faire une copie de Sauvegarde 2013 03 Ay W139 A 34 1A a BaseDPsy 7 0 User s Manual General information Page 10 Installation on Windows creates more files and subfolders But you will find the same three The file containing your data always has the same name PsyTablet The filename extension Fmp12 may appear or not depending on the display settings you have chosen in your computer In the previous image showing the contents of BaseDPsy6 on Windows 8 for lack of space the picture does not show all the files in the folder It is important to not delete any files in the BaseDPsy6 folder If it lacks a file whose extension is dll it could be that BaseDPsy cannot open 2 2 The various internal parts of BaseDPsy As BaseDPsy integrates several computer programs sections correspond to a part in these programs and also the consolidation of functions that are not specific to one program In the regular product there are 6 sections In the product C a section is added that of the agenda Here is the descrip
52. dvantage is that the name of the professional related to your client is always displayed even if it is not its tab is active Communicate Communicate s with Farlane Robert with Myriam Dowell Patient s email robfar hotmail com 8 2 Communication Direction Message sent or received Taking account of who begins the discussion or exchange communication can be a response from you sent to a previously received message But it may also be that the message has initially been sent by you waiting for an answer that you will later In order not to multiply the tabs and fields to reflect the direction of the initiation of the message we have integrated in this interface a versatility of fields titles and tab titles BaseDPsy 7 0 User s Manual Writing Notes Page 94 So you can change the orientation of the initiative of the communication using the tool Q Change the Message Orientation As an example here is the display before the changing direction Message from patient Answer to the patient Message s date 2015 03 16 Message title Late at the next session Message format Telephone Message left on the answering machine I ll be 10 minutes late and the display after the changing direction Answer from patient Message sent to the patient Answer Date 2015 03 16 Answer Title Late at the next session Answer format Telephone Message left on the answering machine I ll be 10 minutes late
53. e Notes section For a participant without file writing notes is not available elsewhere in the progress notes of mee List of participating patients Attendance at the meetings To get the phone number in the directory add tf Position in the list File N Notes Person s Name Marco Polo re 0136 Sabourin Maude 63 0139 2 McPherson June EDE o145 McCarly July FOR A NUMBER OVER 16 In the clinical tradition of the therapeutic groups it is very rare to accept more than 12 people in a group But by caution we have provided a number till 16 places in the list BaseDPsy 7 0 User s Manual Files Management Page 72 If you create a closed more than 16 people therapeutic group you will be faced with this limit in BaseDPsy However if you create an open group in which some participants give up and are replaced by new ones it would be technically possible to exceed this limit If the number of free spaces to register your participants come to be insufficient then you have to replace the names of those who have abandoned or left the group by the name of the new arrivals To do this replacement two methods are available 1 First method You can delete the name of the person in the list of participants using the button for err shel Gi S ae a this purpose which has the effect participant in the list ting notes is not available elsewh of also erasing the attendance of the participant in the statistical Descript
54. e internet You can replace them with others of your To Interact in a form it must be format PDF choice Form and you must have installed in your computer Adobe Acrobat Reader or another PDF reader There are several utilities in that forms collection or more ways to profit of it The first is to store forms that you can use in other sections there For example a data collection form designed by you or a colleague for child therapy or family therapy You store it here and when you have a new client you copy the blank form stored here Direct access to these then you paste it in the File Request section in the Sections to paste the PDF Admission Forms interface Or you fill in it and alec you store it filled with the specific data of your client BaseDPsy 7 0 User s Manual Clinic Management Page 107 Another utility is to store in the Forms Collection an empty frameword that you will use later to make an evaluation report and then paste in the report section The other use is related to the fact that you can export PDF form on your desktop fill in the opening with a PDF editor like Adobe Acrobat Reader and then import it into any section BaseDPsy in the a briefcase available as associated document bound file Bound files Insert file Documents case Titles of the associated documents m L 1 d L BaseDPsy 7 0 User s Manual Clinic Management Page 108 14 Producing statistical reports The menu give
55. eDPsy to prevent reoccurrence If your database has been damaged it can also be repaired by Alain Barbeau or to explain how to replace it by one of your backups uncorrupted Remote support however is be accompanied by financial costs The rule is that the help is free if the problem is related to a programming error in BaseDPsy a bug but is not free if the problem is related to the use of BaseDPsy or is the result of a malfunction the computer on which is installed BaseDPsy For remote assistance you must install a program that allows a connection between two computers This software is free for you It is called Teamviewer It works on Mac and PC Here is the website address for download http www teamviewer com en index aspx BaseDPsy 7 0 User s Manual Software Setting Page 125 17 Using BaseDPsy on network 17 1 The limits of BaseDPsy used on network BaseDPsy is scheduled to be used only by one professional at a time If several professionals have access everyone will see the folders and notes on each client of the other professionals A developer s choice it was not programmed to allow multiple professionals to register their own client files with individuals password access codes lf a team decides to use only one BaseDPsy so they will share the same codes to access and share consequently all the information available in BaseDPsy That is why BaseDPsy is registered to the user and not the name of a clin
56. eb site of BaseDPsy Send a comment to BaseDPsy by email The first tool to consult is certainly the user manual In the User s Manuals section the documents are in PDF format If you find tedious to read them in the restricted space of BaseDPsy you can export them to your computer and open them with a program like Acrobat Reader or Apple Apercu BaseDPsy 7 0 User s Manual Software Setting Page 113 15 1 Customizing BaseDPsy 15 1 1 Customized access codes SETTING THE ACCOUNT NAME WHEN OPENING BASEDPsy The first customization that you have to do is to set access codes an account name and a password only known to you Open PsyTablet Open PsyTablet using Account Name and Password Account Name Alain Barbeau Remember this password in my keychain Change Password Cancel At the opening BaseDPsy enter already in the Edit View Insert Records Na Account Name the User Name that you set in your computer operating system If the account name you have chosen is different from the user name set in the settings of your computer this might annoy you in the long run to always have to rewrite the account name Copy Ctrl C For example suppose you have written Coco as Format the account name when creating access codes To avoid always having to replace Alain Barbeau your username by Coco each time you open Find Replace BaseDPsy you must display the dialog box Spelling Preferences
57. ectly in the text section of your report the other using a PDF form that you previously created or imported 12 1 Writing without form BASE PSY Report concerning Brisson Julie Report s tite Evaluation On 2014 07 09 Report N Contents Info on report Invoicing Writing without Form Writing on PDF Form this report concern Miss Report writing completed dated 2015 04 27 at 10 43 19 by Alain Barbeau Under the tab Info on Report you can also note the identity of people to which you have distributed it and if necessary the password that you insert into the digitized format to send it by email Tools of the report section are specialized according to the type of writing you choose The tools to the right of the interface are for writing reports without a form For writing without form it is also possible to insert an outline drafted Two types of frameworks are available by default They can be changed after displaying the Options section You can also insert predefined contents specialized for reports and editable in the Options section BaseDPsy 7 0 User s Manual Clinic Management Page 105 12 2 Writing on Form The tools for writing on Form are in the relevant tab Brisson Julie Evaluation 2014 07 09 Writing on PDF Form To insert a form of writing in PDF format you can insert it into an available space in the Forms Collection section or copy dire
58. end of the folder name BaseDPsy In each folder that you just installed there is a file named PsyTablet fmp12 The extension Fmp12 might not be visible on any computer with the settings saved on each computer 8 In one BaseDPsy files delete the PsyTablet file 9 When you use Windows BaseDPsy place the PsyTablet file in the BaseDPsy6Win folder 10 When you use BaseDPsy on the computer running Mac OS 10 9 drag the PsyTablet file in the BaseDPsyMac folder 11 Before each use make a backup copy of PsyTablet fmp12 on your computer apart from the USB key a AD OS 17 4 2 Installing BaseDPsy on a network of Cloud type Different network services cloud type are currently available on the internet Just search on the web Cloud Computing to find different companies offering the service Several companies offer the availability to use a free space between 2 and 15 gigs which is sufficient for normal use BaseDPsy which should take less than 1 gig space Must see with each of these suppliers how to use BaseDPsy We experimented only with DropBox or Google Drive If you choose one of these providers it should be used as a USB key that is to say that you install BaseDPsy in full in the DropBox or Google Drive folder created on your computer And always like with the USB key if you use DropBox with computers using different platforms you must also install BaseDPsy for Mac and
59. ent formula used individual therapy family therapy art therapy etc Or for the type of client adult child family etc or for your approach psychodynamic cognitive behavioral psychosocial etc Framework A 1 Broached themes 2 Observations 3 Interventions 4 Recommandations 5 Signature Insert the framework A BaseDPsy 7 0 User s Manual Writing Notes Page 83 The frameworks can be changed either in the Options under Writing tab It is best to fit your practice before writing notes The contents of the framework is displayed by clicking on the button of your choice and it contains another button to perform the insertion The insertion copy in the area of drafting the list 72 vous no s hereafter of topics that are displayed by leaving a space Tuemes between each writing What send him in therapy Family and own history The space expands automatically in accordance with the length of each writing between themes You can also change themes once inserted You can also change the color and style While you are in the draft stage you can also delete all the content and replace it with another You can also copy paste For example if you want to import a draft text already made in a Word document you can do it with the copy and paste functions INSERT A PRE WRITTEN TEXT PREDEFINED CONTENT Some approaches use techniques that are similar from one client to another Ba
60. ent picture in the Data Client section BaseDPsy 7 0 User s Manual Files Management Page 63 6 4 3 Psychotherapeutic Files Coloring USEFULLNESS With the new version of BaseDPsy 6 3 it is possible to color the name of the files holders The clients names in psychotherapy after staining appear in color in the lists of clients The interest thing for some practitioners is that they can recognize at first glance at which clinic is attached the client or at which aid program or debtor is linked the client or what type of client individual family couple child etc is the client with viewed color etc CAUTION In BaseDPsy there is a tool button specially designed to change the name and another to change the color of the name But you can not change the color of the name without making the name itself editable Lambford However when you view the interface to change the color of the name it should absolutely not change the spelling of the name at the same time Last name i To edit the name To color the client name The reason is that the client name is found in several interfaces and only tool to change the name contains the procedure to change the name in all interfaces That is why when you use the button to A color the client s name a notice to Jack Land remind you the spelling of the client PROCEDURE By clicking on the colored prism shaped button a new window appears wi
61. erapy In addition choosing Marital therapy as the favourite interface in the Files Request section both names will be displayed in the label of the folder BaseDPsy 7 0 User s Manual Files Management Page 56 It is up to you to use the term Couple or Miss amp Sir as the prefix in the Data Client section BASE PSY Group Institution by N ID FileN 10 Lafrance Maude and Desmaurs Paul Individual Spouse Family Sir amp Miss Maude Lafrance Prefix First name Last name K Click on it to modify the value s list included in that field If you open one folder for a couple in therapy and if at the end only one spouse continues with you in individual therapy then you can open a new file on behalf of the spouse concerned As both names were present in the identification of marital record it will be easy to distinguish both files 6 3 6 Family File For a family file you can choose either to open a single folder titled in the name of the family head with the label Family in front of the last name instead of last name and first name or open a file for each member family and to link them Opening only one file for a family In this case simply indicate in the Files Request section as the preferred interface for notes is Family a i Choices agreed In this case the label of the file will be ace choice for entering automatically converted into F
62. ere the notion of re registration New Step With BaseDPsy so it is possible to Register several times the same client while retaining a single client folder In principle a completed step entails closing the file To close a file simply enter a closing date in the field for this purpose The closed file is identified by the presence of a Closed padlock In the File Request section tools for managing steps are under the Steps tab To close a step or a file simply enter a closure date If you click on the button Close this step the procedure simply reminds you to include a date in the Closure Date Request Agreement Displayed step N 1 i be Active File N Active Close this step Step N 1 New Step Registration Date 2015 04 11 Closure Date Delete this step Client N Previous File N Fee BaseDPsy 7 0 User s Manual Files Management Page 49 To reopen the file you must choose whether it is a new step or whether it s the pursuit of the abandoned step If this is the continuation of the therapeutic step simply delete the closing date and the file becomes open active If this is a new step you use the button New Step And the procedure will open a second step by giving a figure higher than the previous one it will also create a new session in the Notes section giving the date and the same number of the new step like when opening a new folder The button Delete this step is present pri
63. erface as individual e The date of the first session with the same date as the date of creation of the new file e Hours appointments and other details on the session remain empty The method displays a single dialog box to identify the name and surname of the client and then lets you choose what additional data on the agreement the client and the session you want to enter But later you will have to define the following data in the Notes section e Interview Format e Duration of the session e Start time e End time e Site of practice e Session content Billing When you write the first follow up note in the new file then it is important to enter the start time and the end time of the session so that the hours are repeated in the Subsequent addition of new sessions for same file BaseDPsy 7 0 User s Manual Files Management Page 48 6 2 3 The concept of step and creating folders files When a client starts therapy he enrolled in a therapeutic step with you and you create him a folder First create the folder and step are synonymous But it happens that some people stop their therapeutic step and come back later It is during this return that the therapist will have to choose is it a new therapeutic step or is it the continuation of the first move But in all cases the therapist does not want to open a new folder for the same client But if it s a new step the therapist will want to keep track on the record wh
64. es Management Page 55 If the therapy is for children you prefer probably indicate that the data entered on the children concern the client siblings and not his children Just check the option available under the tab to change the title of the tab Children Patient s parents Siblings Patient s parents Children or siblings of Children Children or siblings of Children the client the client Siblings 3 Siblings All data entered in the Data Client section can be printed using the Print Client Info button The interface also has other tools that allow you either to print labels on behalf of your clients or to view a complete list of clients in psychotherapy or a list of references either to incorporate a Genogram in a specific interface 6 3 5 Marital Therapy File Spaces for medical and diagnostic information has been adapted to allow to open only one file instead of two for the spouses in marital therapy It is up to the therapist to decide whether to open one or two files for marital therapy Choices agreed If you open two files one on behalf of the husband so agree el tia the other at the name of the spouse you can then associate them But to learn the method see the Entering Required Select only one choice following chapter family file Individual l Couple If you open only one you can enter all important information concerning the spouse under the Family Spouse tab Art Th
65. es can be enlarged or reduced with your cursor This allows to read the text when it is truncated by a too small window Note du revenu du rapport Place your cursor over the bottom right corner of the Afin d int grer les revenus de la facturation du rapport dans window click and drag your vos r sultats financiers annuels une s ance a t ajout e j avec la mention R daction de rapport et un re u a t cr MOUSE simultaneously to Cependant les informations statutaires correspondent a achieve a change in the size of rr the window Here is an example The text of this dialog box is truncated Missing end of text is correspondent celles Use the lower right corner of the window to widen or reduce We suggest you widen the first dialog box that PN Notedu revenu du rapport appears at the opening of Afin d int g eres revenus de la facturation du rapport dans BaseDPsy vos r sultats finan annuels une s ance a t ajout e avec la mention R dactiotde_rapport et un re u a t cr Cependant les informations statUtaices correspondent a celles The contents in the two du rapport date no montant charg images Is fictitious and do not occur in BaseDPsy 6 BaseDPsy 7 0 User s Manual General information Page 23 4 6 Displaying many windows Unlike previous versions BaseDPsy 7 let to open a second window to see another interface simultaneously When you open a
66. everal group the group name will be added under the group 1965 04 24 Age At registration 48 8 name already inserted in the same field oe EATE BE Maturity at Registration Adult sf Maried But if you erase his name as a participant in the group the group name is not deleted in this field If you want to remove this note Job or First Employment you must delete it manually Individu Two parents family Employer Bereavement support The list of participants after printing will be present in the Clients Directory under the group name Will be also displayed the site where is held the meetings and phone number if you added in the Info on the same row as the participant s name Here is an excerpt as an example Difficult s conjugales Salle communautaire XP Participants S St Cyr Jeanne 514 262 3958 About adding the phone number it is possible Legendre Emmanuelle 514 862 5971 T l Laframboise Raymond 526 869 7214 to add it in the Info section to all clients Rochefort Jean 514 832 5698 booked Coscinata Renata 514 869 5732 Reynald Tambour However it is not necessary to write the list for participants with a personal folder in BaseDPsy as any client with a personal folder there will also be registered with the coordinates in the directory His phone number prioritized 1 client choice to call him is added automatically during the registration of participants The phone number is registered o
67. example whenever you create a new folder other records are created in other sections BaseDPsy and a link is created between these different records If you use a tool that lets you create a record without using buttons specially created for this purpose in BaseDPsy you create a record in a section without the necessary links in other sections You ll automatically create errors in your database For the same reason we recommend not to use any of the tools displayed here and available on the iPad with FileMaker Go 5 5 4 On iPad oe TELUS You will find using BaseDPsy on an iPad that the toolbar spas is disabled by default on all layouts We recommend that you leave it disabled Show Toolbar View As If you choose to activate it anyway you will then have access to three buttons Add Duplicate and Delete we recommend that you do not use them for the same reasons as those detailed in the previous chapter 5 5 3 Delete Found Hecords BaseDPsy 7 0 User s Manual Files Management Page 45 Files Folders management 6 Creation of a client file 6 1 The concept of a file in database In a traditional folder concept we usually speak of a cardboard in which we keep loose sheets with all the various notes and information relating to a person or an organization or a single subject Here is the definition of a folder in Oxford dictionary a folding cover or holder typically made of stiff
68. external debtor is from this field Hence if your sessions are always 45 minutes to calculate a full session to the debtor you must still register 60 minutes in this field Duration in minutes If a client asks you to change the time or date of an appointment set with this method then you will have to find the empty session and individually change the date or time of each session created in advance To display the session to change Display the customer involved in the Notes section click the History tab then click on the date of the session to be modified 7 2 1 View the list of scheduled sessions in the same day sorted by the Start Time You can in BaseDPsy even the one without calendar see the list of interviews scheduled for a day s work Sessions List by Date amp Recalling You will have the equivalent of a agenda To plan your work day see the previous chapter However you should create in advance your notes of meetings indicating the scheduled time of the session Two ways to display only the appointment on the same day 1 Either you use the header button Select the date displayed Eat the View the session of this date 2014 01 31 displayed date W Show All BaseDPsy 7 0 User s Manual Writing Notes Page 80 2 Either you display all dates and click on the one you want Hour Name Then click on the column header Time to order Date your schedule of the day _ a 9 00 Tr panier Jean
69. field to enter the name of the representative because the messages are identified on behalf of the institution and in the section Messages Institution you can change the Professional Name and related fields by other content than one added automatically previously 8 4 Reminder of the next appointment by email In BaseDPsy we have provided a function to send your customer an email to remind him of the date of its next appointment with you View first interface of the Sessions list by date in which another button give you have access to another interface to write the content type of the email you will send when recalling the appointment to your client You have access to this interface by clicking the Edit the reminder message button BaseDPsy 7 0 User s Manual Writing Notes Page 97 The interface to write the reminder offers several sections to compose the message The white fields are modifiable Non editable fields in this interface are modifiable in other interfaces so are these the email address of the client must be entered in the Data Client section your signature and address in the Options section the date and time appointment in the Notes interface Here are two examples of recall message Content of the reminder Message s date jeudi 03 octobre 2013 Patient s name Couple Lacoursi re Michel and Camirande Evelyne Patient s email MLacour gmail com Message title Date of your next appointmen
70. flag is absent when all records are unchecked J Under this tool the check icon let show N ID only the checked client Yh File N Patient s name To display only clients checked 10 Lafrance Maude and Desmaurs Paul 14 Pafin Jean 15 Brisson Julie BaseDPsy 7 0 User s Manual General information Page 37 g List of sessions by date and recalling Sessions List by Date amp Recalling This list gives you the schedule of a working day if you have created in advance enough empty sessions for appointments with clients Hour Name You can choose to display only sessions with the same date by using the tool of the header or by Whaa 000 Mardeco Ghislain clicking on the Date of the lines q 14 04 21 0 00 Tr panier Jean 14 04 21 11 00 Mordan J r me Finance Sp cific Tools E T View the session of thisdate 2014 01 31 At v The blue arrow on the row let to display the client follow up notes Hour Name 14 01 08 9 00 Pafin Jean B 14 01 29 8 00 Picard Paul lt Click to display the Notes section of this client Asti sf ti The tool to set the content of the recall is in the dropdown menu of the header as well as the tool to print the list Edit the cel Finance Sp cific Tools displayed date Edit the reminder message Print Remind BaseDPsy 7 0 User s Manual General information Page 38 5 1 3 Lists under tab Lists under tabs allow quick access w
71. for Windows in the same Cloud folder and then travel to the PsyTablet file from a folder to another You can also look at this paper Opening FileMaker files in Dropbox and Box net on iPad iPhone and iPod touch BaseDPsy 7 0 User s Manual Software Setting Page 130 18 Updating BaseDPsy on computer Importing data from an earlier version The following explanations are valid for the transfer of data from one version 6 to version 7 and a version 7 to a version 7x 7 1 7 2 etc Regarding the transfer of version 5 to version 7 see the specific import french guide In the Tools Admin section the buttons for these three importing kinds are available Import from Version 5 to the version 7 Import from a version 6 to the version 7 Import from the version 7 to the version 7 18 1 First step Have two folders of the different versions on the desktop This guide assumes that you have already installed the latest version of BaseDPsy It also assumes that you have created custom access codes in the Admin Tools section The new installed version should normally have a numbered name with a number higher than the previous version for example BaseDPsy 7 0 The previous version thus has a name with a lower numbering eg BaseDPsy 6 73 Whenever you install BaseDPsy the installer creates a folder directory containing multiple files BaseDPsy 7 0 User s Manual Software Setting Page 131 The first step i
72. g a session Ume for the alarm e Name ofthe calendar e The duration in minutes prior to Insert in Apple Calendar C Yes appointment for the alert No e The date of the meeting e The start and end of the session Calendar name Travail Alarm 0 minutes before the Note 1 BaseDPsy 7 0 User s Manual General information Page 25 Once the copy made if the appointment is not displayed de select and re select the name of the calendar dedicated to your appointments with clients If you change the dates or times of a session or a meeting in BaseDPsy you must manually make the changes in the Apple calendar because there is no direct link between the timing and BaseDPsy contrary to integrated calendar in BaseDPsyC BaseDPsy 7 0 User s Manual General information Page 26 5 Tools into BaseDPsy 7 0 5 1 Tools in Clients Lists BaseDPsy contains three main categories of lists 1 The client lists in popup windows which are mainly used to find a customer by name 2 The lists in tabs that are used primarily as historical in different sections and display a list of items on the same client like the list of sessions the message list or the invoices list The lists under tabs are more detailed than the lists displayed in popup windows so the two kinds of list are available in certain interfaces 3 The detailed lists that contain a lot of information and are mainly used to sort clients 5 1 1 The client lists in
73. h the codes of the Demo Version The first consequence of this choice is to disable the Peeled Demo Demo Version enn After clicking the License it is no longer possible to open BaseDPsy with the demo access codes And the procedure was also followed by the obligation to create custom access codes followed by closing and reopening BaseDPsy with these personalized codes After that there is only you Open PsyTablet who knows the new access Open PsyTablet using codes Guest Account It only remains to protect Account Name and Password your computer and its Account Name XXXXXX access to fully secure your Password clinical data Remember this password in my keychain Change Password Don t use this option if you don t want that any user of your Mac could have access to the data entered in BaseDPsy BaseDPsy 7 0 User s Manual Software Setting Page 124 16 To get remote support You may at any time if the manual does not sufficiently answer your questions send an email to Alain Barbeau to obtain assistance in using BaseDPsy Assistance by email is free You usually get a response within 24 hours except during holidays If the response by email is not satisfactory you can then negotiate a assistance by phoneline or by using remote connection Remote connection allows Alain Barbeau to understand your difficulty to make an assessment of the problem and tell you how to use Bas
74. he simplest method is obviously installing BaseDPsy on a laptop and to bring the laptop in each separate offices But it also happens that some therapists have a different computer in each office they use In this case when wanting to use the same BaseDPsy a few different methods are available 17 4 1 Installing BaseDPsy on an external medium The easiest method is to install BaseDPsy on a USB key The major drawback is the slowness of USB keys compared to the speed of a hard disk Second drawback a USB key gets lost easily so always make sure you have a backup copy elsewhere on the USB key The same result is obtained with an external hard drive which can be connected to different computers Again make sure you make regular backups If you must use BaseDPsy on several computers of different platforms some additional operations will be needed For example suppose that your computer to the clinic is running on Windows 7 and your home computer works with Mac OS 10 9 You will need to install BaseDPsy twice once for each platform 1 Plug your USB drive or external hard drive on the Windows computer BaseDPsy 7 0 User s Manual Software Setting Page 129 NM Install BaseDPsy for Windows on USB key Add the letters Win at the end of the folder name BaseDPsy This will give BaseDPsy6Win Carry your USB key on the computer using Mac OS 10 9 Reinstall BaseDPsy for Mac on USB key Add the letters Mac at the
75. herapy marital and faMily eee 81 Inserting a framework in Notes sssssersissonunenrssnonuienuonnunennnannanennanan annen unean annann anaana nenanem n eerste 82 BaseDPsy 7 0 User s Manual Table of contents Page 4 Insert a pre written text predefined content ee seseseesseseseeeeceeeseeseeeseeeenenesieaeeeeseneneneieeaeaeseeneneeeaeees 83 7 3 1 Draft or not and automatic signature of the follow up noteS s sesssssssssssesrsssrenrenrresrersrnsreerrssrsrenss 85 laza Exporting Ene contentor Teesi Oosa na anana ahna niaan ean 86 kao Pasting text inthe SESSION CONLC INE spisie umn tadndaliciniaivamsstantiusiabixasndsiiinniahuliinwensiniastae 86 7 3 4 Remember if you have completed writing the follow up note ssssssssssssssssssssrensnsurnsnnnennnnunnnennsenennne 87 7 4 Notes on group meetings Group Therapy s ss sssssrsssrssresressrssresrensrnsnnsnennrnnnnsnennnnnnnnnennnnnnnnresnennens 88 8 Messages Exchange Communication Off therapy ss ssssssssssssnsnnnnnunnnunnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn 91 8 1 Two interfaces available to Save your COMMUNICATIONS 1 91 8 2 Communication Direction Message Sent or received ceeseeseeeeeeeteteeeteteteeeneneteeeeneneen 93 6 en UM 091 oY TU OT SARE BD kc hcy e errr me mtn ape mn reac ne nner mer A Pa ee en ee ree eee ee ree eee eee ee 94 ee TRC A E SS SC E O E AE T E EE E OANT A T A amine A 94 9 3 Creating a new Communication sii vsiicatertarsurcsuedsdnrsconsnuessci
76. hout launching a procedure of statistical table But again the more precise is the searched word the more the result will be correct For example if you type the letters Mon all clients whose residence is Montreal will be displayed but also all clients residing in another city whose first or last name contains Mon The quick search can also be used to isolate clients with the same characteristics in the interfaces presenting lists For example in the list of clients in psychotherapy enter the word man in the section Quick Search type Return and the list will show only men in psychotherapy 5 5 Tools not to use There are some tools available on a desktop computer and an iPad that it are better to not use On the iPad the tools are provided by FileMaker GO and not by BaseDPsy while on the desktop PC we have chosen to leave a tool available for exceptional use BaseDPsy 7 0 User s Manual General information Page 43 5 5 1 Find Mode On the desktop PC the submenu of View menu will put the software on Search mode If you use this tool all field titles disappear which is an effect of how the software is translated by us We suggest you do not use it If you decide to use it so you need to remember the title of the field before use then once your search word vV Browse Mode inserted into the field click the Return button It is preferable to use the Quick Search instead of AE E ii Search Mode But
77. hown opposite allows you to quickly view the top or bottom of the interface by clicking on it without the need to use the vertical scroll bar 4 3 The Popover Windows some tools hide popover windows These windows are superimposed on the interface and can display items once under tabs or display information that is originally located in another interface Allowing both to save space and time browsing To display the popover window simply click the tool To close a popover three methods are available 1 Click again on the same button 2 Use the Close button on the popover window 3 Click on the interface side of the popover Account Summary Account Summary of Labont Mich le Agreed fee Session total for this step Total billed Total paid Total owed 8 90 00 476 96 476 96 Avery 8160 Annual report on of Avery 8163 Here are four common uses of this type of window in BaseDPsy 1 Changing the value lists 2 The display various summaries 3 The display of lists 4 The display of content of a field One can change the content in popover windows except when it comes to summary The summary of the data entered on the client contains four pages When a popover window contains several pages buttons are added to flow from one page to another BaseDPsy 7 0 User s Manual General information Page 20 ES Info Summary sname Labont Mich le File N 09 Client N Client Person E To c
78. ic company or institution However a professional may possibly wish to still use BaseDPsy on network 17 2 Remote connection via internet To use the same BaseDPsy from multiple remote locations via the Internet it must be networked An efficient network will have to use FileMaker Pro server 12 or later to host BaseDPsy Only the PsyTablet fmp12 file will need to be hosted on FileMaker Server FileMaker provides more detailed than that contained in this manual documentation It is available at the following address http help filemaker com app answers detail a_id 6095 session L3RpbHWUvVMTM5N DQ2MDI38My9zaWQvN19vdDdVT2w 3D Each workstation wishing to use BaseDPsy must use the FileMaker Pro 12 software to connect remotely to the server and have access to data entered in PsyTablet fmp12 BaseDPsy 7 0 User s Manual Software Setting Page 126 Some companies offer the service of remote server for FileMaker by subscription This avoids all technical concerns implementation and maintenance of the network Here is an example http www directimpact ca fr FileMaker services hebergement FileMaker With such a network you have access to your data in BaseDPsy around the world provided you have Internet access 17 3 Remote connection via a LAN corporate or personal network Some clinics have procured an internal network connecting multiple computers in the same clinic If your clinic has such a network and
79. icendatttninicenidesieaticiersivantoniunsedteanisnidsains 95 8 4 Reminder of the next appointment by eMail s sssssssesressrssresresrrnrresnesrrnressnssnennnnsnnnnennnnnresnrnnnnne 96 CIMINNA e E erine EE aa A ERES S i 99 De WAU CE Cer E 99 10 TODO LIS eiea ante cteciestiestod councasadeectacwesesveneatanesaebeanteduiedatatesionisnuuadeenseite 102 11 A Chents Dire CLOT Y oeuse EEE E OE EE EEES EE eE EEES 103 12 Writing clinical reports or intervention reports ssssssusssusnunennnnnunnnunnnnnnnnnnnnnnnnnnnnnnnnnnnnnn 104 121 Writing Without i orii srine Sew csciensecss ance sesuauacee sande cvenseacecensectetnsneseseestenastaetoteatyseceaste 104 122 Wiring on FOTM ersin a a 105 13 Forms Collectio esinesue asecicsanwnis sarnctnpansisanaabesioucntaontecsenetacaounstoninaeatnenaealaas oeniaannlaaaiaaaniointiserabanes 106 14 Producing statistical reports s s ssssssussussunsunnnunnunnunnnunnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nann nnnn eT 108 SONWANE 112 15 Tools to manage BaseD PSV ssion riin aeaa aasa 112 I3 Customizine Base DPS yose AS 113 EAR EO a oa ACC E COGS NEA EN E A 113 Setting the account name when opening BaseDPSy ssssssssssssssssssessrserrsnunenunsnnnennnennnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnns 113 Oat a AE E EEE o E T E NA T E O EN AE T T O EA E ET 115 Change the password Oniy seisean aE eei EE 115 OTC ACC 5S OCG eaa p eai aa eE E DESE S i EOE EAEE OE ETE NNI 115 15 1 2 Customize the headers of letters and reCe ipts
80. ick on the title of the field to change the text The title of the field will be changed in all records of all clients Details about the request Observations Expectations and Difficulties set out t Tous lest Click on it to modify the label of this field Only the Reason for consultation has a non editable label The content of this field has a drop down menu that can be changed by clicking on the M opposite button The five other sections are used to enter information and observations made during the guest care intake or during the registration of his service request BaseDPsy 7 0 User s Manual Files Management Page 52 If you want to use a form for this interview two options are available to you and shown on the buttons title aD Lon The Registration Form is a form with five pages in letter Riche format which contains all available fields to hold information about the client and its request entered in both sections Files Request and Data Client It can serve as a reminder for questions at the first interview with your client or use it to hiigter Otficajet Pro 8600 take notes of the information that Presets Default Settings you consider useful to keep in Copies fi a M Two Sided BaseDPsy A Pages The PDF Admission Forms button oe gives you access to an interface that absyrius Pive allows you to keep the content of your own forms In this interface four briefcases are available
81. in BaseDPsy print options This limit is more problable when exporting a text file BaseDPsy 7 0 User s Manual Writing Notes Page 87 7 3 4 Remember if you have completed writing the follow up note First we must remember that writing a follow up note is called completed when at the time of saving the note Save this note as you choose not to keep it as Draft However all new sessions are created with the draft status Therefore If ceceeeeeeeee D gt you have not yet saved a Summary of the session it will automatically be listed as not completed If you are one of the therapists who have not taken the habit of writing progress notes immediately after the session you may happen to ask yourself What session summary is not yet completed In this version of BaseDPsy we introduced two markers that allow you to find what session summary is not completed and lacks of any client session summaries To remember if the summary of a session has been completed or not several markers exist First in the interface of the follow up i Sate wi Session s Writing Interview Duration in notes under the Sessions List tab you Ss s date Completed formar minutes will find a list that contains marker 1 0002 11 21 2013 No Face to face meeting which notice if the writing is completed 1 0001 11 14 2013 Yes Face to face meeting or not z ae Total of summaries to complete 1 Under the same tab menti
82. ion Participants List of the ipating patients table sition in the list File N Person s Name After deleting a name you use the a Marco Polo button Enter participants and 2 Be 0136 Ze Sabourin Maude enter one participant at a time 3 B na 4a McPherson June giving as position the number 4 63 corresponding to the name cleared In this example it would be the position 1 List of participating patients Attendance at the meetings Deleting a participant in the list delete also his os anneal eal soar attendance in this table Number of meetings conducte tabs named Info Meeting Participan Marco Polo Sabourin Maude McPherson June But you might not want to lose this number of presences in order to maintain the participation total for the total of available spaces in the group in this case use the second method 2 Second method You enter the name of the new participant over the name of the former member BaseDPsy 7 0 User s Manual Files Management Page 73 You use the button Enter participants without first erasing the former member and entering one participant at a time name You give asa position the number corresponding to the name of the former participant His name and File N if any will be replaced with the new person But in all cases of new listings to the group regardless of the method used you must update Participants the list of participants at the summaries of
83. irculate from a page to another in same direction than These dots let you choose the page to view arrows 4 4 Viewing records A database may contain a very large number of different records BaseDPsy 6 0 can contain up to 64 quadrillion records per section To move between these recordings Navigation arrows are available at various locations In the tool bar of the header of the software on desktop The header toolbar Filemaker is disabled by default in a BaseDPsy you can display it if necessary by clicking fioo a TE on the button at the bottom of BaseDPsy In this example 35 records are available for viewing And this is the record 7 is in the foreground Records At the footer of iPad Record 31 of 35 On iPad also the toolbar is disabled by default A Q gt On the iPad cursor and arrows with the position N 31 recording the total found 35 ie par cc In this picture we have the N 2 on the total found 10 all on the total records 35 BaseDPsy 7 0 User s Manual General information Page 21 In the header of interfaces In this screen capture 2 records are available for viewing on a total of 34 And this is the record 1 is in the foreground In both cases clicking on the arrows you can navigate between the cards or records that is to LJ N 1 say that you put in the foreground with a different Show All 2 34 record each click In the too
84. isplays a list of saved BaseDPsy clients be they individuals a group or an organization The printing of the list as a directory also contains members of group therapy and the representative of the client organization This interface could also be called Intervention Report or Assessment Report It is in this interface you write any report no matter whether it is a report on an intervention or an individual assessment or group therapy or an institutional response Can store up to twelve forms PDF inside of BaseDPsy and you do not need to look up them up when you need it It includes all the tools to produce statistical reports on your customers and your clinical Directory Clinical Reports Forms Collection Statistics practice Creation of client records in psychotherapy marital therapy family therapy and art therapy It is also here you record information about the service request It is also the interface that allows to close a file or to make an inscription of new step for the same client To print a form that contains all the data in Psychoth rapy Files and requests for psychotherapy Registration Form sections Data Client Files Request PDF Admission Forms To insert PDF up to 4 custom forms to register your clients These forms can serve as an alternative to the registration with the BaseDPsy form To customize and print the document by which the client allows you
85. ite line let you remove and delete a record from the list BaseDPsy 7 0 User s Manual General information Page 32 TOOLS SPECIFIC TO EACH OF THE DETAILED LISTS The lists have tools to launch specific procedures to the topic of the list Some tools are in the header while others are in each row of the list The specific tools in a drop down menu are to the right of the header menu rou Finance Sp cific Tools Y a Detailed list of clinical steps Steps List Detailed list of dinical steps In the Files Requests section the detailed list of steps give access to an interface that displays all the steps recorded by detailing the main data for each step The column headings are used to sort the list The title Status and the padlock sort alternately in ascending and descending order Duratio Registration Fee Session nin Duration N ID Steps total date agreed Closure date total months total File N 2014 01 12 95 2014 01 29 150 2014 01 29 The title of Status column and the padlock sort alternately in ascending and descending order The content of only three fields can be changed in this list the date of registration the agreed fee and the closure date BaseDPsy 7 0 User s Manual General information Page 33 b List by category The List by category displays the records that is to List by category say the steps by groups of clients This is particularly useful for users
86. ithdrawal date The little contains a tooltip recalling explanations of the statistics on a blue circle Statistics T Curent average duration T Former average duration Calculated with the waiting cards that have a withdrawal date Duration When the waiting information is entered you can also create a new client file record by clicking on the row icon looking like a file folder with a Plus green When you create a folder from the waiting list there adding a blue arrow that allows access to the content of the client data from the row The icon to create a folder disappears when the file was created or when you enter a withdrawal date the waiting list Pr nom Date d inscription 1 Postidon Ma 2014 07 16 The arrow to display the data on the client replaces the folder icon when the file was created from the waiting list BaseDPsy 7 0 User s Manual General information Page 35 e The To Do list Tasks List In this list there is an icon to create a new task The icon is a green globe with a plus on it When a task concerning a patient with a BaseDPsy file a blue arrow icon on the row displays directly the data entered on this client by changing the interface Scheduled Date Concerned Client 2014 07 24 Marinsky Olga lt John Rimfort 2014 07 24 Mordan J r me Paul McKeeney Psychiatrist 2014 07 30 Brisson Julie Click to display the recorded data and 2014 08 08 M
87. ithout having to leave the interface in which you work Contents Session info Sessions List Previous sessions s list of this patient List of all communications with or about the client Total of summaries to complete 2 Total hours as recorded minutes in each session 2 00 A note is considered completed when it no longer has the Draft status N N Writing Interview Duration in S S Session s date Completed format minutes Invoiced to Monitored Print status 01 0001 2014 01 08 No Face to face meeting 60 Brisson Julie N27 1 0002 2013 12 02 No Face to face meeting 60 Brisson Julie N65 For example in the interface Notes the Synopsis tab displays a list of sessions conducted with the client displayed In lists under tabs it is also possible to sort the list by the column heading Contents Session info Invoicing Invoicing Invoices List Account Summary Service Cost 90 00 Amount invoiced Amount to Balance on Invoice N invoiced to invoiced total TPS TVQ pay the invoice F47 Brisson Julie 15 90 00 90 00 90 00 Payment Date CH 100 Paid Cashing Client Signature Under the Invoicing tab there are also two lists available One can see immediately as and when they are created the list of invoices for the same session This is especially useful if the cost of a single session is a shared expense Examination of the list also avoids duplicating the invoice or allow to see that you forgo
88. k to the folder displayed then you click the Save vis a vis the same row button Registration then insert the file name associated in the name section BaseDPsy 7 0 User s Manual Files Management Page 59 Family Debtor Location Name of the legal representative Family Files Click to bring to the forefront the Linked files linked file Tools to link the files of the family Save File N Show Name ef 30 t Bert Lambford eo J Bi In the Notes section the same information is displayed There is an additional button which allows you to copy the content of the session and paste it in the remote folder linked Notes Family Therapy Clinic Files Data Notes Group Institution Finance Sessions s summaries of Sir Family Lambford On 2014 03 12 Session N 0001 Onatotalof 0002 a Contents Session info Sessions List Session N Interview format l Face to face meeting M Step N 1 mercredi Duration in minutes Time Start 16 00 Timeena 17 00 City Office Click on it to copy i the content of the p session in the Monitored j remote folder To see the copy once done Attendance Linked files Bound files A copy of this note is in the folder of Jack Lambford File N Name l 60 Jack Lambford There is the possibility to connect 4 different files between them So you can copy the same meeting in four other folders for a total of 5 Base
89. l of the header of the software a cursor is present and allows a rapid movement In the tool with green arrows extreme left or extreme right arrows to display the first or last card record available for viewing To understand the logic of displaying data in a database you have to imagine a stack of sheets each sheet is a record These files are arranged in a stack on one or two superimposed plates Or imagine a Rolodex cards that are sorted according to two tabs When you click a button to display all the records all the cards _ are on the top shelf or behind a single tab Rolodex and you can see them all one after another using the navigation arrows Ie gi or a dropdown list Z When you perform a search or when you press a procedure that carries a selection of pages or selected records found are placed on the top tray or behind the found tab while non selected records are placed on the board bottom or behind the hidden tab The cards of this hidden tab are on the bottom tray and are therefore not available to be viewed by the navigation arrows To make all records available for viewing use a aa button for this purpose al LJ Show All Show All Or keyboard shortcuts On Mac OsX CMD J cmd d this keyboard shortcut is sometime named Apple On Windows CTRL J Control J BaseDPsy 7 0 User s Manual General information Page 22 4 5 To widen dialog box Dialog boxes or windows containing messag
90. ld Concerned Client ff back the client rrr Lambford Bert Contact the SocialWorker of the dient 2014 07 24 Marinsky Olga Contact with the client psychiatrist 2014 07 24 Mordan J r me lt Paul Leve Write the final report on therapy 2014 07 30 Brisson Julie Write the final report on therapy 2014 08 08 McLair John The field to define the task retains in a dropdown menu all your previous entries In other words the list of values available in the droodown menu is built as you are using it Double click in the field to add a new value when you do not want to use one of the values already included Q Yellow buttons in the row are used to isolate tasks that have the same value in the same field q The blue arrow allows to view the Data Client section of the concerned client in the task list Note however that the link is correct insofar as the client s name is spelled the same way in both interfaces Each column heading is also used to sort the list according to the elements contained in the column BaseDPsy 7 0 User s Manual Clinic Management Page 103 11 A Clients Directory The client directory provides a list of all your customers regardless of the nature of the service In other words the directory lists the psychotherapy the institutional clients and the participants in group therapy This is a tool that allows you to have in one place the complete list of perso
91. log This file is being used by 0 users To send users a message click the Send Message button Send Message Cancel oK In others words to gain access to the network any potential user must still Know and use passwords that you provide Then each computer that wants to connect to BaseDPsy or open PsyTablet will open the FileMaker Pro software on his computer click the File menu and the submenu Open Remote Open Remote File View Local Hosts Hosts Imac27AB 192 168 1 118 Available Files Filter Q PsyTablet In the dialog box that opens it will II mone Local Network File Path fmnet 192 168 1 118 PsyTablet Hosts the server s Example fmnet hostiPAddress fileName Add to Favorite Hosts Add to Favorites Cancel Open BaseDPsy 7 0 User s Manual Software Setting Page 128 IP and PsyTablet address The IP address of a local server always starts with 192 17 4 Using BaseDPsy on multiple remote computers without network As BaseDPsy is registered in the name of the user the license allows you to install it on as many computers as you want but you must use the same license number and the same professional name for using it Some therapists work in many places such as at home office at town office and at community center If this is your case you might want to always use the same data the same BaseDPsy from one place to another T
92. marily to correct errors the creation of a second nonexistent step or error It is not possible to delete a step when the client has only one step in his file If you try clicking the button Delete this step a message warns you The creation of two files for the same client is possible It can be appropriate in the some situations like these following Situation A A client comes in marital therapy Marital file is opened with the participation of the conjoint Some time after the end of therapy the client come back with a request of a individual therapy Situation B A client comes in individual therapy long after a first clinical step But the situation has completely changed and entered information about him is not the same as in the first step Creating a new folder will allow to enter new data without deleting the old ones In this case it would be useful to add a suffix to the client s name 2 or B etc To distinguish the new file in the client list When a client has several steps the list of his steps is displayed An icon recalls the status of the step active or closed As long as the client has an active step the file remains active even if it has several closed steps BaseDPsy 7 0 User s Manual Files Management Page 50 Duration in Sessions s Regist Date Closure date months Total Click on the row to 1 A 2013 04 11 2013 06 24 2 5 1 display the step 2 A 2013 11 10 2014 02 12 LA 3 hy 2014
93. n a psychotherapy the amount of tabs and sections is larger and offers more opportunity to withhold information Both interfaces are however not watertight it is possible in either interface to view information belonging either to institutional customers or clients in psychotherapy However when you click the tool button Show All the procedure displays only all clients specific to the interface in the foreground Here the appearance of the interface communicating with a client in psychotherapy Click the name to isolate the messages Communicate with Darci Paulo of this client About the same client Communicate with Darci Paulo Communicate with a professional 450 472 6598 darcip hotmail com Change the Message Orientation Message from patient Answer to the patient Bound files To change Message from in Message s date 2015 03 16 Message to Message titie Late at the next session A ingimar Message format Telephone N M9 Message left on the answering machine I ll be 10 minutes late I ll explain The message in List of all communications also allows you to move from one interface to another by clicking on the message row which will have the effect of displaying the message in its original interface The List of clients with post open in each interface is specialized according to the kind of the clients However the lists show only the names of clients or representatives with whom
94. n an iPad because FileMaker Go does not display tooltips Cashing Credit card or k account heaue Credit C Click on it to modify the value s list included in that field For example in the Data Client section under Father Patient s parents tab a tooltip explains that clicking on the Last name of the father will automatically insert the name of the client Last name Paste here the family name of the patient ey First name BaseDPsy 7 0 User s Manual General information Page 42 5 4 Quick Search The quick search field will find different information in the database but in the same section as where it is located Clicking in the field quick search disappears and the field turns white To search for a name word or text in any of the fields you enter the first few letters Enter the first letters of the word and tap Return key you type on the keyboard Return or click on button like binoculars But if you re looking for a phone number you must enter all the digits of the phone number Note however that research does not seek in all fields so that it remains Fast There are a limited number of fields that have been designated to be part of the research If the search finds more than one record with the same result you will then either browse or refine your search But the quick search can be useful to quickly determine the number of clients with the same feature wit
95. name e His first name e His phone in No of residential telephone e The name of the referent e The referent phone number e Comments of the referent or the reference reason In addition a termination date day date in the list is entered in the date of delisting The interface displays a statistical table that automatically adjusts to each addition or removal from the list The Current average duration is calculated with the number of persons still waiting so from that ones whose the Delisting Date is empty The Average duration prior is the average duration of the waiting time for those which are no longer waiting Statistics Current average duration Average iuration prior Number of an empty Dateof lines with each kind delisting on ertered of average Date of delisting BaseDPsy 7 0 User s Manual Clinic Management Page 102 10 To Do List This list is a tool for planning your activities other than clinical therapy sessions The task list is a good tool to remember the activities you have planned to do between therapy sessions You can use it to remember e which clients you must remember to call back or e what reports waiting to be written e the professional should be contacted about any client etc Group Institution A BASE PSY To view Data about the to create or to view the To isolate rows with concerned client task in the calendar the same content in the same fie
96. ng the group running what is possible given the position of the last participant of the list When you use the tool Enter Enter as a participant a person registered WITH or WITHOUT participants a first dialog asks you if a File N in BaseDPsy your client has a personal folder or not in BaseDPsy Cancel Without Then a second dialog box asks you at what position will be entered the next name Indicate which position in the list enter the next client Is between 1 and 16 Then you enter the position number corresponding to the first empty row unnamed participant in the list table List of participating patients Attendance at the meetings Position in the list Person s Name 43o 2 Labont Mich le a3 z Lafrance Maude ar z Pafin Jean BaseDPsy 7 0 User s Manual Files Management Page 68 Then the procedure select the free entry in the row under the Person s Name column to the position you specified previously If you answered that you would like to register as participant a client who has no personal folder in BaseDPsy a message tells you to directly enter the name in the list and suggest you add the phone number If you answered that you would like 1o regier a client as a participant Check each patient that you want record as participant at the the client already has a personal group therapy named folder in BaseDPsy a message tells you how to proceed in the list of clients that will be dis
97. nly if you used the tool that prioritizes one of his phone number and identifies it by adding a yellow star next to the N BaseDPsy 7 0 User s Manual Files Management Page 70 Since it is not necessary to find her phone number in the phone book in the identification of the group you can change the phone number in the Info by any other information you consider relevant On the other hand we recommend you not to write anything after the name in the field of the name participant as this will make it difficult to use Ledger after billing participant However in the Info you can write any other text than the phone number that could be helpful to identify e g in the case of homonymous or to join the client 6 5 3 Copy the list of participants in the notes of meetings Whenever you create a meeting the list of participants that you entered in the Group section is copied automatically from the list of participants in the Group meetings This list will be necessary in the meetings interface to indicate which participant was present and to charge participation to each participant as appropriate As you can create a series of blank meetings with progress notes to be defined later it is possible that the De cla Bound filq composition of the group changes along n th NEE V Present at the the way For example if a new member is PEE added from the third meeting then you will Say have to update the list of participants
98. nnnnnnnnnnnnnnnnnnnnnnnnnnn anne 132 18 5 2 Identify the folder location of the previous version of BaseDPsy ssssssesssssesssssrssressresrenrersrnes 133 10o ST A MESSA ees ac dtc raa svc iE ey ltaieanepanincae pea ay 134 198 54 Endofimportatlon PI OCES S wxsceccicccetaeicscetescieessiscwescescsescasincivecaiveneessins ena haaa aaaea 135 Toso COSINE Base Fay A NA E A A AE E A 135 General information on the use of BaseDPsy 7 1 Introduction and nomenclature This manual focuses on describing how to use BaseDPsy and its peculiarities However it does not describe how to use the iPad Online and at Apple you will find specific guides to iPad The differences between the use BaseDPsy on computer and on iPad is connected mainly to the knowledge of the use of FileMaker Go and iOS Here are some complementary links to modes of employment for the iPad http manuals info apple com MANUALS 1000 MA1595 en_US ipad_ user_guide pdf http ipaduserquides com category ipad tutorials http www youtube com watch v TvCqwOjAJcE SO Our manual focuses on specific tools and the features of BaseDPsy BaseDPsy actually contains several programs or software lt merges e A software for data collection and statistical reports e A financial management software e A software for writing notes and reports in psychotherapy e A software for writing notes and Reporting group therapy e and another for institutional intervention e in addition t
99. ns registered in BaseDPsy When printing the directory you see more the specificity of the tools Belfroi Richard 450 623 8596 1485 Boul Ren Levesque St Eustache Qu bec Conjoint e Bellefeuille Jeanne 450 623 8596 Psychotherapy Client Bereavement support Community Center Participants Participants in Lacoursi re Michel 450 623 5987 a group Rigaud Emmanuelle 514 842 5632 ther Girouard Jacques erapy Rivard Martin Barbeau Alain John Placierati 514 895 2568 Carleone Michel 514 695 2368 1256 des rables Montr al Qu bec Canada Conjoint e a Institutional Er Client Commission scolaire de la vall e 418 659 2598 1562 rue principale Creuz Repr sentant Contact Pierre Bellavance 418 654 2313 ext 12 When printing the procedure offers to select only the names of clients or to print the entire list This option allows you to print only certain clients as the last ones added So you do not have to print the entire directory every time it is changed BaseDPsy 7 0 User s Manual Clinic Management Page 104 12 Writing clinical reports or intervention reports The interface for writing reports is the same for any type of report whether you write a report at the end of group therapy psychological assessment report a therapeutic result or a report on a psychosocial intervention in an organization However you have two methods available for your report one by writing dir
100. o include producing a graph of the results see the graph example on next page 2 35 39 Lafrance Maude The procedure ends with a list showing each of the 6 man criteria followed by a list of customers for that same criterion Unfortunately BaseDPsy running with the Runtime provides when purchased does not display graphics This limit is done by the manufacturer of the software Laframboise Gis le programming Hence the graph is only available if you use Filemaker Pro computer or Filemaker Go on iPad to open the data file PsyTablet in BaseDPsy Patients total per cohort of current age Regarding these criteria For all the records Total data found according to selected criteria 25 on patients The average 41 8 Total cohort of age J 0 60 64 5 and more Date missing BaseDPsy 7 0 User s Manual Software Setting Page 112 Software setting 15 Tools to manage BaseDPsy BaseDPsy offers a set of tools to manage or repair the software Some are in the drop down menu or in the header Help menu such as links that allow you to go on the website or write to BaseDPsy Be assured also that we respond to all emails within a period of very fast time BASE PSY User s Manuals Tools Admin Menu About BaseDPsyC Options Customizing Send a comment to BaseDPsy by email Go to the Web site of BaseDPsy Tools Admin Keyboard Shortcuts User s Manuals Download Acrobat Adobe Reader About BaseDPsyC Go to the W
101. o leaving an important role for the conservations of all communications with your customers A chapter of this manual will be devoted to navigation BaseDPsy while another will allow you to refine your use by informing you of some specific functions to the software that are not named in an obvious way by some buttons tools but whose use will allow you to save time lots of time BaseDPsy like any software also uses pictograms and graphic organizers whose Knowledge will help you to increase your speed of execution It is also helpful to read how to interpret them And this especially if you use BaseDPsy on an iPad because it does not display tooltips that explain by flying over a tool its usefulness BaseDPsy 7 0 User s Manual General information Page 7 We recall however that the use of BaseDPsy requires minimal skills in the use of IT This minimum is the knowledge of the use of the computer depending on your platform That is to say a person who uses Windows needs to know the basic functions of Windows as a person using Mac OS should know the basic functions of the Macintosh system which are flow in the system create folders to backup copies adjust system settings switch between applications use the mouse or pad copy and paste move documents from one folder to another etc Some terms frequently used in different parts of the manual Record Is any new entry in the database for example each client folder created each ne
102. of BaseDPsy whom customers satisfying different targeted characteristics Clients Category Clinic s Site Category of treatment Clinical Approaches Personal Category Couple Clinique m dicale Th rapie de couple Th rapie behaviorale Individu Bureau la r sidence Th rapie individuelle Th rapie cognitive Seven categories are available And each category can be isolated ie display only customers in the same category All categories can be customized and even the title of one appointed by default Personal category The title of column as a prismatic circle help to sort the customers by the color you ve assigned them And each color can match a different custom category other than the six other c The detailed list of patients in psychotherapy To see the bottom or the top Display the client in Report or Message section of the list a a T a To see the follow up notes of the patient To see the data about the patient BaseDPsy 7 0 User s Manual General information Page 34 This list also includes several tools from a a f EP Finance Sp cific Tools dropdown menu in the interface head N J Search by criteria Sort by year and month First nan registration Print Tabie d The waiting list The waiting list has a statistical table on waintinng Waiting List time to the right of the interface The current average duration is adjusted according to the number of displayed lines having a empty w
103. ol 1 Delete the customized access codes Delete the customized access codes After deleting your personal codes you are prompted to immediately create personalized Create new customized access codes access codes CHANGE THE PASSWORD ONLY some users BaseDPsy realize after several days of work with BaseDPsy that they created too complicated an access code or too simple or for any other reason they want to change it Then you have only to display the Tools Admin section and to use the button for this purpose Change the customized access password FORGOTTEN ACCESS CODES If you have forgotten your access codes or if for some reason your access codes do not work there is only one possible solution that connect to your computer remotely and open your BaseDPsy with my own codes and allows you to restore your own Costs may apply to my support remotely BaseDPsy 7 0 User s Manual Software Setting Page 116 15 1 2 Customize the headers of letters and receipts Options Customizing Although BaseDPsy layout can not be as flexible as you use a word processor it is possible to choose the information you ll enter your letterheads reports account status and receipts Display the Options Customizing section and display the contents of the tab Printing In this same tab there is several sub tabs that will allow you to choose what content you want to print The only choice that BaseDPsy can not offer
104. on is made of the ae see e number of uncompleted writings when it is greater than zero You can also display all notes not completed the same day Sessions list by date by displaying the List of meetings by date interface lea choosing the date of your choice and sorting the column markers rating not completed By clicking on the title of Total of Writing completed column all the answers No will be gaas Vocal complete Sessions s Summaries placed at the top of the list Total Total 5 6 1 Finally you will have an overview of the total drafting to complete displaying the Psychotherapy Patients s List where the total writing to complete for each client is displayed BaseDPsy 7 0 User s Manual Writing Notes Page 88 7 4 Notes on group meetings Group Therapy The interface for writing notes on meetings closely resembles that on the notes on activities for institutional clients Here also there is the possibility of inserting frameworks and of indicating whether the writing is completed or not However a reminder at the head of the field you emphasizes that the description of the evolution of the group as a whole is usually made separately from the description of the evolution of individual participants BASE PSY Group Meetings Desensitization of the fear of flying The Meeting Date 2015 03 17 Group Meeting N 01 Total of Contents Meeting Info Meetings List Follow up notes Meeting Summary Ai
105. onths Q Obviously the more criteria you choose more the result will be accurate but also more the number of individuals included in the result will be restricted You can choose from 41 search criteria in the interface Detailed Search BaseDPsy 7 0 User s Manual Clinic Management Page 110 The first button 0 contains a procedure that allows you to pre own create your own search but results will be displayed in the list of N clients in psychotherapy To get a table you will then need to display the list in table form and then export the list in format Search by criteria Excel Sort by year and month 1 registration Print Export to Excel Ince Format Table If you not answered No to the question of export in Excel Export format in the initial interface here is the dialog box that appears in every report Do you want to export this table as Excel Patients total per cohort of current age Regarding these criteria For all the records Total data found according to selected criteria 25 on 689 patients Total cohort of age patients The average 41 8 Here is an 11 14 example of a first one report to be 3 hiia produced Note that the report shows the seas number of 35 39 clients whose 40 44 date of birth was 45 49 not entered 3 50 54 55 59 60 64 65 and more Date missing BaseDPsy 7 0 User s Manual Clinic Management Page 111 Several statistical procedures als
106. played at the Click Continue when you have finished selecting next stage while also providing the participants in the list name of the group to help you avoid mistakes Annuler ag Bereavement support If you have made a mistake in the choice of the group or if you want to postpone the registration of the participant click Cancel By clicking OK procedure displays a list of registered customers in section psychotherapy clients with a column which contain a check field don t forget the button Continue at the top of the list You mark one or more clients and then you click continue The client that you have checked in the client list will be automatically inserted into the group list at the position you have chosen before in the procedure as well as his personal file N BaseDPsy 7 0 User s Manual Files Management Page 69 If you wish to unsubscribe a member simply click on the red button Minus on the same row as the participant s name Brisson Michel However note that each time you use this button to delete a participant you also delete its participation in the statistical table under the tab Attendance at the meetings Whenever you enroll in a group a person with a folder in BaseDPsy the group name is automatically inserted in the Registred in this group on the Personal Infos tab at the Data Client section Coordinates Personal infos Me If you enter the client in s
107. pplication Registration Form Sources of referral menu header displays ae r the interface of your Notes Notes Family Therapy Notes Art Therapy Sessions list by date Messages Client choice Authorization form Steps s list inscriptions s 4 However this type of menu is not displayed on an iPad By cons a menu toolbar header named Model which is also available on iPad displays the available interfaces but only in French because they can not be multilingual You must first set Filemaker Go to display the toolbar which is disabled by default BaseDPsy We recommend also to let disabled BaseDPsy 7 0 User s Manual General information Page 18 On iPad Actions Layout LAYOUT OPTIONS Show Toolbar We added in the top of each interface a blue band containing buttons whose identity is light beige The name of the active interface is displayed above the list of buttons Notes The buttons correspond to the sections of the main menu and contain the same interfaces as the main menu Links to interfaces are displayed as a drop Waiting List down menu by clicking the button Each element of the pull down menu displays the corresponding interface To Do List Clients Directory Report Clicking on any blue button the interface is Forms Collection displayed Statistics BaseDPsy 7 0 User s Manual General information Page 19 In some interfaces a strip to the left of the interface as s
108. put will be visible in Google Maps Icon green globe on a tablet Opens your web browser and displays icon address included in the adjoining field BaseDPsy 7 0 User s Manual General information Page 15 Utility Distinctive Sign SS a Indicates the presence of a button Empty square activating a procedure by clicking Indicates that the client prefers this phone number to join him Yellow star with 8 arms in a square TS Symbol of prohibition in a Indicates that the client asked to do not square leave a message at this number Displays an interface containing a detailed explanation on the choices available for the subject usually a diagnosis or explanation on the procedure An i on a blue round itself at the bottom of a sheet of paper Button that activates the procedure of inserting a file or document in a field of Briefcase format Arrow indicating return within a folder icon Button that activates the procedure of exporting a file or document in a field of Briefcase format Initiate the procedure that binds the debtor on the same row in the list to the client displayed Button to copy the contents of a away field in the adjoining field For example copy the client s address in the address field of the parent Button that activates the export document procedure It will place a copy of the document at the location of your choice Alternately adjusts the interface according to the
109. rplane and Airport visit Enter here only the notes on the meeting Notes about the evolution of the participants must be entered in the Notes section Psychotherapy Enter your notes here Obviously you do not have to take this into account But BaseDPsy has still been programmed according to this practice Consequently to write notes on each of the participants it is desirable to register each participant in BaseDPsy that is to say of him create a personal folder otherwise you will not have specific space to write notes on the evolution of each participant For participants who do not have a personal folder in BaseDPsy you have the choice between not describing their personal evolution or insert the description in the same space where you describe the evolution of the group To write a personal progress note in the Notes section of the participant who has a personal folder BaseDPsy go under the Meeting Info Participants tabs and click the appropriate button to display the Notes section BaseDPsy 7 0 User s Manual Writing Notes Page 89 Participants Bound files Position g in the ps Present at the Click on this i Registered participants session icon to view I the last note of this client in Notes section Marco Polo Sabourin Maude McPherson June e McCarly July Murfey Brian gt gt gt nS gt If you have already written a note on the clien
110. s registration Mandate Institutional Clients enk Rod Notes Activities Institutional Clients Info Summary Messages Institutional Clients Data Client Detailed list of patients in psychotherapy Sources of referral Genogram List of daims to debtors Statistics Notes Spending Sessions List by Date amp Recalling Notes Art Therapy List of expenditures in the Ledger Edit the reminder message Notes Family Therapy aon Financial Reports BaseDPsy 7 0 User s Manual General information Page 17 This interface named Menu is the equivalent of a table of contents It displays a list of interfaces separated by section names Each list item is a button a tool that displays the interface named on the button by clicking it For example the button named Ledger foregrounds interface which records all financial transactions in Ledger BaseDPsy 4 2 Menu header and toolbar header One of the menu header is called Navigation It s almost the equivalent of the table of contents in the Menu interface AFVEE Tools Help Menu X3M Software Setting Clinic Management Group Section Psychotherapy Section Institutions Section Finance Section se the software A Files Request Registration Form Authorization form PDF Admission forms Steps s list inscriptions s list About BaseDPsy Summary Go to the Web site of BaseDPsy Y VAY Y Y User s Manuals 6 Data Client __ Psychotherapy Patients s list As with any a
111. s go to the meetings section Maximum numberof participants a Total of registrants dakian at the meeting 75 00 Maximum Earr First meeting date 2015 03 17 mardi So you can set the date the file was created according to the date you start thinking about how it works and as closing date the date on which you will have more work to do in the folder of this group Because the dates of the first and last scheduled meetings will be different dates for opening and closing the file Because you created the first meetings from the Group section it is best to enter the data in all the fields available in the Planning tab before creating these meetings See below for instructions on creating meetings 6 6 6 Under the Methodology tab there are two available fields whose title is editable one to set the objectives of the group therapy one to specify the operation Details on Running Condition Under the Bound Files tab you can insert documents and specify the intended use of documents or of other tools provided to participating members BaseDPsy 7 0 User s Manual Files Management Page 67 6 5 2 Registration of participants So that you can indicate the presence in a meeting you must Enter participants first create a list of participants The list of participants is set out in the section Group Therapy You can resume several times to create a list of participants meaning that you can register participants duri
112. s in BaseDPsy The other items are most useful for your statistics on your practice They have drop down editable menus so as to be filled quickly especially if you change to restrict the choices available to your preferences and habits By entering the amount of the agreed fee with your client this amount will also be visible in the billing interfaces and will serve as a memory aid You will also find a text section that allows you to write either the main objectives agreed with your client or your intervention plan If you change the field title Key objectives you Print this admission datas automatically change the title of the similar tab Print this agreement You can print the contents of what you entered in the Request tab and under the Agreement tab using either of the two buttons on the interface Request date 2014 09 02 Click on the These data are _ necessary for Clients Category Individual M to change the values list your statistical Clinie s Site City Office in the fields tables x of treatment Children Therapy Clinical Approaches Cognitive Therapy Planned length 05 to 12 months Types of planned duration Brief Therapy Personal Category Indian Default values added in each session j Data usefull for the invoicing Fee 90 00 Duration in minutes 60 City Office 816 cardinal y BaseDPsy 7 0 User s Manual Files Management Page 54 6 3 4 Complete the file in the interface
113. s to move these two folders old and new one on the desktop Desktop on your computer It is important that both folders are on the desktop of your computer at the time of importation Once the import is done you can place them in the place of your choice either Applications or Program Files or an external medium such USB key 18 2 Second step Prepare the old version to data transfer The second step is to ensure that all cards or all records from the previous version are in the foreground and available for transfer In the Admin Tools of the new version a reminder is activated by the button Importation Prepare this base You must open the previous version go to the to files transfer to a newer version Admin Tools section click the Prepare this base to files transfer to a newer version button Import from Version 5 to the versiin 7 Import from a version 6 to the versio 7 BaseDPsy closes at the end of the preparation Import from the version 7 to the version procedure BaseDPsy 7 0 User s Manual Software Setting Page 132 18 3 Third step After the closure of the old version you open the new version to start the import procedure Open the latest version go back in the Admin Tools section 18 4 Fourth step Start import procedure Once the above three steps are completed you use the Importation button in the Admin Tools section to start the import process Import from a version 6 to the ver
114. s you access to an interface where you will find 33 tools allowing you to create statistical tables But before using any of these tools you must answer the question in the header Would you like that BaseDPsy offers to export to with Excel The answer is important especially if you want to speed up the production of reports and do not want to have to answer the question at each stage Scripts for performing statistical statements and lists Charts are available visible if you use Filemaker Filemaker Pro 12 or Filemaker Go 12 iPad to open PsyTablet Statistical reports including income and expenses are under Financial Reports section Export the statistic outcomes in Excel This function is not available on iPad If you answer Yes Would you like that BaseDPsy offers to export to format of spreadsheets with Excel yes then you must identify the O No Choose the format of the extension of your Excel and xis amp doc Office 95 2004 version of Office pipak used on your C xisx amp docx Office 2008 et computer The procedure included in most tools produces two reports one after the other A tooltip informs you About clients Statistical results include only the client data The data on the client s spouse are not included in the results ur Search by criteria Displays the results in a detailed list of patients in psychotherapy Age fy _ Glinical Approaches
115. scsanauodsnvensenialventy 53 6 3 4 Complete the file in the interface Data Client sse ssrsssrsssressrrssrsernensrenrnennnennnnsnrnsnnnnnnnnnnnnnnennrennnns 54 Coa Ma Taer cane remo mn enone renter a ee nnn Seer oh eer mn Retest mre eee eter re 55 Sp Ae CLOCII Ag col cen eons oe ne ment nent ett een a et Torte tre nema meray ise ere tt 56 6 3 7 Linking individual files in relationship and copy the same session in two different BO VCR i PEA AANA N AN ctecstsawe E EANNA AE A OA ANAA 58 O Adduonal OOl aiea EE en ee ea ae a 61 CaA Mine Lane eta ste tices eda cree ce vd E oleae nc eee encapooeeen aed 61 64 2 Inserting files and documents in BaSeDPSY eecessesesssssseseseeseseseeneseseeceneseseeeeeseeteneaeaeeneneaeeteteneaeeteneneaees 61 043 Psychother peutic Files Coloring ssiseiii wana sieeueiienniabidinsaistmadaniintabivassdiveinckilendsinmunsiniawses 63 EEE LET S e E E A E A A PA E A O V A N A E S 63 COT S E beds ene neces eed mawetina chee suea oninubbscsisudiaravetesuaueoes 63 Proca menor mee mn E eee eee ee eee ee eee 63 6 5 File Creation for group THETA PY scsaccssascsesscissnesscesescesncciereiessvancesnssesenestendedssvinnadvesevedeesevecsnoessneanesdseseneees 65 65d GPOUD l ncHonine descriptio esneari aeaaaee aniani 65 65 Registrahonol par cipal S eeina aeaaea vases cca hance aaa aR 67 6 5 3 Copy the list of participants in the notes Of meetings s sss sssessrserresrreerrsnrrenrnrsnrnsrrnnrnnnensnnnsnrennens
116. seDPsy offers you the opportunity to save time in writing by inserting in your interview Summaries portions of text that are similar from one client to another This tool gives you the equivalent of a U S software which design the progress notes by inserting phrases already written Example you can compose phrases that describe the mood of a patient or type of reaction Another example instead of rewriting each customer the summary of your explanation of the relaxation technique that you recommended them you can write it once in one of the typical activities and insert in each summary session by one click BaseDPsy 7 0 User s Manual Writing Notes Page 84 Predefined contents Click on one of the following buttons to insert a predefined content of activities 1 A d finir 2 To edit 3 In the writing section click on the popover button to view the buttons with the predefined content titles There are 12 buttons that allow the insertion of a predefined content The titles of buttons and the content of the text to be inserted must be defined by you in the Predefined contents Options section under The Predefined Contents may include what you wish insert in Writing tab BASE PSY Options Printing Writing Writing framework Predefined contents To set the contents and the titles of the predefined contents activities click on There are 12 predefined texts for Follow up Notes Report follow up no
117. sion 7 Click here Prepare the old database to data transf Import from a version 6 to the version 7 Import from the version 7 to the version 7 18 5 Subsequent steps of the import process 18 5 1 Give your access codes of the previous version When you use the previous version opening the software it asks you a Account Name and Password that you created as suggested to get personalized access codes BaseDPsy 7 0 User s Manual Software Setting Page 133 The procedure requires these access codes to open the previous Enter the Username and the Password of the previous version version of BaseDPsy It therefore from which you are going to import the data displays a dialog box SO you Sall Clicking on OK will copy your password that you will be able enter those you commonly used in to paste in dialog box of next steps the previous version of access codes Username It is possible that these codes may fo be requested a second time later in Password the process after having selected the old of previous version PsyTablet 18 5 2 Identify the folder location of the previous version of BaseDPsy The next step is to inform the procedure the location where the old version is on your computer hence it asks you to name the folder of the application Note The folder name of the Write the exact name of the folder containing the previous version 7 always begin by version from which you will import data
118. ssrsssrssresrenrresnssnrnnresnsnnenneosnennennrnnnnnnenneenrennnnnnns 125 17 2 Remote connection via internet s ss sssessrsrsrrsreresinresrsnsnrnrnnnnennnnesnnnnnnnnnntnnnnnnnnnnnnnnnnnnnnnnnn ennenen 125 17 3 Remote connection via a LAN corporate or personal network s ss sesssssssesressresreeressssn 126 17 4 Using BaseDPsy on multiple remote computers without networK cesses 128 17 4 1 Installing BaseDPsy on an external medium ss sssssssssssssrssersssrnssnesurnsunnnnninnnnnnnsnnntnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnne 128 17 4 2 Installing BaseDPsy on a network of Cloud type s sssssssssssressressrrnsnensrrnsnsnnnensnennrennnennnennnennnnnnnnnnn 129 18 Updating BaseDPsy on computer ssssssssssssunnnunnnunnnnnnnnnnunnnunnnunnnnnnnnnnnnnnunnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnna 130 18 1 First step Have two folders of the different versions on the desktop 130 18 2 Second step Prepare the old version to data transfeT s ssessrssrssresrsrnssrrsrernssrenrennenesnee 131 18 3 Third step After the closure of the old version you open the new version to start the ODOT TOC TUT oan EES 132 18 4 Fourth step Start import procedure uu sessessssesssecseeseeseesseesesesesesessseseaeseessseseneeseaeatseasaeaeeees 132 18 5 Subsequent steps of the import process wo csesseseseseeseseeceeesessseseseseeseaeaeeseeesesessseaeacseasaceeeeees 132 18 5 1 Give your access codes of the previous version s s sssssssssssrsssrissrissrinnninnninnnsnnnt
119. sy 7 0 User s Manual General information Page 14 3 The pictograms in BaseDPsy Here are some general rules for use of pictograms in BaseDPsy The proportions shown in the list below are inaccurate and are not significant All symbols used in BaseDPsy are not included in the list below We excluded pictograms when a definition of its utility associated with the icon in the interface Distinctive Sign Examples Utility Presence of a green cross Add a record Deleting a record record record session reports etc Or delete the contents of a field or the content of a briefcase Presence of a xX Deleting an item in a list or the content Presence of sign Minus of a field Open padlock Opened file active file Closed padlock File closed inactive file Tool that initiates a procedure to modify MOA DEJE background the contents or list of values in the field Blue arrow pointing to the left PEPA ME Waele Ba ing descriptive data of the client or in a list l supplier or debtor etc Yellow button in the Options Titre de rubrique d finir Tool that initiates a procedure to section change the field title 3 r Indicates the presence of a field which Ej can contain a photo or video Button for activating your mail inserting Email sign on an envelope i the field content email address in the box of recipient email address Displays the interface where the Arrow icon on tablet address in
120. t Message sent to the As agreed your next appointment with me is on patient The date format are set on your mardi 10 septembre 2013 system Should an impediment pray you to let me know at least 24 hours in preferences advance Otherwise have to apply the rule of charging you the full cost of the session in case of absence without warning Message s date mardi 03 septembre 2013 Patient s name Roy Pauline Patient s email royp hotmail com Message title Absence Message sent to the You did not attend your appointment on patient mercredi 05 f vrier 2014 hope that you contact me to know your intentions for further therapy BaseDPsy 7 0 User s Manual Writing Notes Page 98 You choose the date of appointment in the message by entering a date in the search field at the top of the list interface San View the session of thisdate 2014 01 31 displayed date For an appointment to come you must have been created in advance the appointment in the Notes section You send the message by clicking on the button showing a symbol of email Lacoursi re Michel and Camirande Evelyne Click here to send a message highlighting the forthcoming appointment of the client If you entered the name of the outgoing SMTP server in Options section e mail will be sent directly if not BaseDPsy will open your default e mail and use it to send the title and the content of your message or ans
121. t Windows in the Apple calendar Some details are mandatory even the time for the alarm To the Apple Calendar Insert in Apple Calendar Yes No Calendar name Clinic Alarm 0 minutes before the BaseDPsy 7 0 User s Manual Writing Notes Page 76 Creating and writing notes 7 Creation and adding notes When you create a folder a first session with an empty summary not written note is created automatically The date assigned to note is that of the creation of the file so the current one However the date and all information on the session can be modified Subsequently the creation of a note to the same folder is always an addition AUTOMATIC DISPLAY OF THE LATEST SESSION Normally if there are no errors in your database when you ask to view the Notes section from another section displaying the name of a client in psychotherapy its last note will be automatically brought to the foreground So you re immediately ready to read the content or write a Summary of a new therapy session with your client If you just create a new folder or a new approach to your customer the summary is empty because the session was created at the same time as the new folder or the new clinical step AUTOMATIC DISPLAY OF SPECIALIZED INTERFACE There are three specialized interfaces for entering notes One named Notes is for clients in individual or marital therapy a second called Family Therapy is for
122. t then you must add a session for noting his progress in group therapy Otherwise you use the empty session that was created along with the creation of the file and you write a note on its participation in group therapy Do not forget to include Group Therapy in the interview format under the tab Session info Contents Session info Synopsis Session N 2 interview format Group meeting M StepN 1 Tuesday Duration in minutes 90 Start Time 13 00 End Time 14 30 City Office 816 Cardinal St Eustache QC J7R 7B7 A button is available in the Notes section to return to the interface group meetings Group Institution However this return to the good meeting is E Notes in psychotherapy effective only if you used the previous button in PEP the table that include attendance at the meeting apes allt i Notes Family Therapy You will not have the same effect of accuracy for a return if you have displayed the Notes section with one of the other available buttons Back Group Communications Client When you use the tools to launch printing all the details and parameters of the meeting under the tab Meeting info shall be inserted in the printed text except for personal notes off file which can also be printed but using the button that specifies Print the personal Print this meeting notes with the summary Print the summary and notes BaseDPsy 7 0 User s Manual Writing Notes Page 9
123. t to charge the session BaseDPsy 7 0 On iPad or if you use FileMaker Pro to open PsyTablet an additional tool is visible because only FileMaker Go or FileMaker Pro can convert a PDF file The Account Summary list displays all invoices for the client displayed So invoices for sessions but also bills for reports or for participation in group therapy etc Page 39 User s Manual General information Invoicing Invoices List Account Summary Amount invoiced 90 00 Invoice N invoiced to F47 Brisson Julie 15 SQ Payment Date i g On iPad To send the invoice or receipt via email Cashing We ll go more into details on the use of these lists in the chapters dealing with billing or specialized interface BaseDPsy 7 0 User s Manual General information Page 40 5 2 The toolbars and tools with icons The drop down menu at the header is the same in each interface The tools in this menu are mainly used to change the interface thus to navigate within the software The name of the interface is always located in the same place at the top of the drop down menu Institution Finance Options Customizing Tools Admin User s Manuals About BaseDPsyC Go to the Web site of BaseDPsy Send a comment to BaseDPsy by email 7 p2 Assurance Cot 450 473 6985 In each data entry interface not interfaces with a list the i toolbar is to the right The tools it contains are speciali
124. tes and 01 Set the title 01 twelve other predefined texts for reports Title Set the title To change the title Texte to iat and the text simply Write the text here 24 buttons available BaseDPsy 7 0 User s Manual Writing Notes Page 85 7 3 1 Draft or not and automatic signature of the follow up notes Whenever you save your Summary of the meeting a small text containing your name initial of your occupation date and time will be added When saving your writing then you must decide if you Sia thin rete cox Oe keep the status Draft to your interview summary or the adraft _ status of completed note o The difference between the draft status or the completed status the following If you do not keep the draft status to the summary of your session you can not correct or modify the text already written but you can still add text By keeping the text as a draft you can change it later If you choose No you can add only text under the former wording However each adding text will be followed by the equivalent of a signature small print including your name initial of your profession the date and time of writing followed by a dotted line This has the effect to date any added text or any modification as recommended by professional standards Note written on 2014 01 05 at 14 59 49 by Alain Barbeau forgot to note that he said me Note written on 2014 01 05 at 15 02 19 by Alain Barbea
125. th the editable fields of the first name and the name of client allowing you to color them BaseDPsy 7 0 User s Manual Files Management Page 64 The different meanings of the seven preset colors are at your discretion Coloration Helvetica Neue oot PS US SS For additional system colors Coloring Name For a quick change click the color of your choice Do not change the name in this interface otherwise you will create errors For a more subtle change choose color in the tool in the identification of this file First name The name must remain written like this Jack Lambford Click on a color of your choice to color the name You can record there the meaning of each color 100 B Utilisation If you use the additional system colors select the name and the first name before to change the color but you won t be able to record its meaning When you are finished click the green arrow Back You must always close this window Never leave it open BaseDPsy 7 0 User s Manual Files Management Page 65 6 5 File creation for group therapy In the previous version there was an interface for group therapy and an interface to support groups In this version of BaseDPsy improving the user registration of participants no longer requires two interfaces So there is only one interface for creating group regardless of the nature of the group By creating a folder for group therapy you create links between the
126. the color change of the column title when you fly over Types of Clients planned Session total Category Category of treatment Clinical Approaches duration 2 individual TICE Individual Therapy Cognitive Therapy 2 Couple Medica Office Marital therapy Behaviorale Therapy b The ability to isolate a patient category You can choose to display in the list only clients that share the same characteristic When the field is not editable simply click on the item to all clients that have the same content in the field are isolated and only displayed in the list This possibility is indicated by a title column of blue color instead of white and the field color change when overflown Types of Clients planned lon tota Category Clinic s Site Category of treatment Clinical Approaches duration 2 individual Home Office Individual Therapy Cognitive Therapy 2 Couple Medical Marital therapy Behaviorale Therapy BaseDPsy 7 0 User s Manual General information Page 30 In a list it s always interesting to have the ability to isolate clients who share the same characteristic For example you want to display only customers who have an active file or to display only those customers who are in the same age cohort On the selected row the button that isolates the clients sharing the same characteristic changed color In the example below by clicking on the word woman the list display only clients of female sex Current Maturity at Phone N
127. the equivalent chapter in the user guide of the agenda entitled Create a series of appointments for group therapy Usually a group therapy is running with several meetings In Group Therapy you have two tools to help you create these meetings By Meetings Notes we mean have an interface where you can write progress notes on the group But before using these buttons you need to have if possible entered the information of all the fields under the Planning tab It is also preferable to have entered all your participants if possible If you want to create meetings one to one you must first use the Create the first meeting of this group button located in the Group Therapy section Crama Se eee Oe group Hold the button disappears once you have created the first meeting of the group displayed F Add a meeting Once the first meeting created go in the section Group meetings and use the Add a meeting tool However if your meetings are weekly and no more than one by week you can create ahead of all meetings you have planned for this group Later you will have only to write progress notes of each meeting You must first define the number of meetings scheduled for this group before using the tool Moreover the number of meetings scheduled is displayed on the tool The number on the button is adjusted to the number of remaining meetings to create First meeting date 2015 01 27 mardi Estimated last meeting
128. tion of the sections and the general usefulness of each of the visible interfaces BaseDPsy contains over two hundred interfaces but only a few are directly accessible visible The other interfaces are displayed only when a process needs to show it In the table below the BC column indicates the number of briefcases available for each interface A briefcase allows to insert in BaseDPsy any electronic document regardless of its format audio video docx rtf pdf photo etc Please note that this number is repeated for each new record new client new note new messages etc The number shown does not include specific briefcase as forms the genogram etc BaseDPsy includes more than 67 briefcases regardless of specific spaces for forms photos and more BaseDPsy 7 0 User s Manual General information Page 11 Visible BC Interface usefulness Page Interfaces Software Option Sets BaseDPsy to suit your needs and 191 characteristics of your work Setting Customizing Tools Admin Provides tools to administer the database backup 174 import creation or deletion of access codes About General information about the software the BaseDPsy address of the creator and the license number of the user a la Manuals format Clinic Waiting List Used to list the people waiting for your services Management and retain relevant information concerning the urgency severity and reference plan your next clinical activities D
129. tion of therapy Notes The directory of clients The bank of forms Billing clinical interventions Exchanges and communication with the client Messages Written reports Report In this chapter we will deal with only the first three sections the others will be addressed in specific chapters later Soo ee 6 2 1 First steps in file creation For all clients who ask for a marital family or individual Therapy you go to the Files Request section first to open a new file The section includes three tabs with different content to meet the professional standards of record keeping e The dates definition of the step e The notes on the request of service of the client e The terms of the departure agreement with the client Two buttons activate the procedures for creating or deleting folders New File Delete this File BaseDPsy 7 0 User s Manual Files Management Page 47 6 2 2 The file creation in BaseDPsy without calendar When you create a file in BaseDPsy the procedure performs several operations in the background Client s name The procedure creates a name and associates an ID N it simultaneously What is the name of your client creates a record in the Directory the registry in the Notes section with the same ID that will serve as a link First name between the different sections Jane Last name Ratcliff The procedure also defines some data automatically e The selection of int
130. to obtain confidential documents about him from a third party Allows you to view the number of clients and Authorization Form Steps s list _ k Visible Interfaces Inscriptions s list Data Client Psychotherapy Patients s list List of referents o P Notes Family Therapy Notes Art Therapy Sessions list by date Messages Client Files Group Therapy Notes Group Meetings BaseDPsy 7 0 User s Manual Interface usefulness number of steps by client Also allows you to view and erase any duplicates of steps To insert a genogram in image format or PDF file or another file format General information Page Different tabs to enter all the information you want to keep about your client his spouse his family his relatives and his debtor You can also view his residence on Google s Maps List all of your clients but only registered users of any kind of psychotherapy but the list do not include members of group therapy nor institutional clients List of people who have referred your clients with their contact information and the organization to which they belong 53 To view and print all of the information you have saved on your client Q To save progress notes your individual or marital therapy This is where you charge your client for psychotherapy services When you register a client in family therapy you are automatically led to this
131. ttings you still have to click Send 8 3 Creating a new communication In the interface messages there are two tools that T Add a Message allow you to add or delete messages Delete this Message When you use the Add Message button the procedure asks you whether it is communication with the client or with the organizational representative who is in the foreground and then gives you the option to create a communication with the client displayed or with another If you choose Another that choice adds a step in the procedure which will lead you to choose an interface for the client BaseDPsy 7 0 User s Manual Writing Notes Page 96 There is a way to avoid this step if you have already registered a communication with him is to put the client in the foreground before clicking the Add Message button There is a second way to avoid this step for institutional clients if you are in the Institutional Clients section a button allows you to create a first message so an exchange with a representative with whom you have not yet recorded Communication You will also find that there is no tool that allows you to record communications with people who have no personal or institutional file in BaseDPsy It is therefore a limit in BaseDPsy for participants in group therapy who do not have a personal file However with regard to representatives of an organizational client you are not limited by the fact that there is only one
132. u If you keep the draft status of the summary of the session you can not only change the content but you can also delete the signature and the date of the previous note BaseDPsy 7 0 User s Manual Writing Notes Page 86 7 3 2 Exporting the content of a session If you choose to export the contents of a text session it is good to remember the following when opening the exported file On MacOS preferably open the text file with Text Edit or with Pages If you open with Microsoft Word Office you will need a file converter then use Unicode text and Unicode Little Endian 6 3 If you open with OpenOffice use the text converter Unicode and the paragraph skipping CR On PC preferably open with WordPad and paste in Microsoft Word if necessary If you open with Microsoft Word Office you will need a file converter then use Unicode Text If you open with OpenOffice use the text converter Unicode and the paragraph skipping CR 7 3 3 Pasting a text in the session content You can use the copy and paste feature to import the text of another word processing into the content of the session This is useful if you used to make your notes on Word But it is possible that you encounter some limitations in your print options it may be that the choice of characters font does not work that is to say that the font will remain in the same format the original and will not be reduced to 9pt or 11pt according your choice
133. w possible to backup all times even while using BaseDPsy not just the closure as in the previous version 15 3 2 At any time of your choice 1i Actual total of uses after To manually start the backup process display the Admin the last backup 3 Tools and click Backup Now tool The tool also displays the number of closures since the last backup Backup now However an offer to backup will be done at each closing Manual backup is not available on iPad rather it is provided by iTunes and its synchronization process Save A Copy Saving PsyTablet140122 fmp12 The routine backup is now completed SRS T cacce BaseDPsy 7 0 User s Manual Software Setting Page 123 15 4 The security of your data When you open BaseDPsy for the first time you are prompted for an account name and password But these access codes are those that everyone receives default since they correspond to the access codes for a free trial for 15 days The opening is with a dialog box that lets you choose between the demo version or the version with license Choice When you buy BaseDPsy then you choose License but only after receiving the license number in a Before clicking License make sure you have the license separate email from the number that was emailed by BaseDPsy after puchase purchase You want to enter a License N or use the demo version Because clicking License you will disable access to software wit
134. w session each new financial transaction each new group therapy etc Field Space usually framed generally with a white background to enter information data varied Button synonym tool Any graphic or text that when clicked triggers a procedure BaseDPsy 7 0 User s Manual General information Page 8 2 General structure of BaseDPsy 2 1 Recognize the files in the application folder Installing BaseDPsy is like installing any software it involves copying several files in your computer The nomenclature and the number of files differ depending on the platform of your computer Regardless of platform software BaseDPsy file will be placed on your desktop You can move it later depending on your skills and according to your preferences either in Program Files WIN or Applications Mac or elsewhere as an external hard drive As you probably want to make backup copies to protect your clinical records against a broken computer or loss of the medium hard disk USB key etc It is advisable that you can recognize the usefulness of files inserted in the folder directory of the application Here are two images first one for the Macintosh platform and the other for the Windows platform On the Macintosh platform Mac OS the application folder contains two files and a subfolder named Extensions J BaseDPsy 6 This is a runtime application im jimi r r Be renamed BaseDPsy which a ee ee open the file
135. wer BaseDPsy 7 0 User s Manual Clinic Management Page 99 Clinic Management Clinic Management This generic title includes some additional functions to Calendar create folder and note taking If we also find there writing reports is that the function is for all types of clients not Waiting List just those in psychotherapy To Do List 0 The calendar is available in the C version of BaseDPsy Clients Directory Clinical Report Forms Collection Statistics Sessions List by Date amp Recalling Edit the reminder message 9 Waiting List Waiting List The waiting list allows you to manage those seeking services from you and they are willing to wait until you are available Tove Ux Clients Directory The interface is available from the Menu interface or from the header menu Report Forms Collection The list allows you to enter information about the candidate and his reference The registration date is the date of the addition of item on the list When you create a new record new entry row the procedure Calendar enter the date of the day automatically as the registration date and the words Waiting in the field Status Statistics BaseDPsy 7 0 User s Manual Clinic Management Page 100 Waiting List Clinic Group Institution Finance BASE PSY To add a row To display Data Display only rows having Client section when a the same Status file has been created First name Registration date
136. you is the location and shape of the characters But you can choose from a font of 9pt or 11pt for the text of writing notes and reports when printing 15 1 3 Adapting structures writing to your personal style It is possible to insert in BaseDPsy the text structures you usually use to write your notes evaluation reports and your histories In the Customizing Options section under the Writing tab you ll find tools that allow you to define many writing frameworks Writing Structure of Follow up Notes Framework B Psychotherapy Framework A Division 1 Back to the previous week Client comments on its symptoms Framework B ARGON Division 3 Analysis and search for meaning Framework C T Division 4 Division 5 BaseDPsy 7 0 User s Manual Software Setting Page 117 Three writing frameworks are available for your progress notes and two for your reports If you make the group you can also prepare two writing frameworks your progress notes For psychotherapy progress notes the first two frameworks have 5 divisions while the third C contains 12 Once they are adjusted to your practice just use the buttons to insert them inthe section of follow up notes For writing your anamnesis we have identified four frameworks which already contain default values as suggestions You can change not only the titles of the frameworks but also their contents Writing framework Predefined contents Anamnesis Individual
137. zed according to the contents of the interface Show All 1 19 List of patients Other tools directly related to the contents of the interface are located occasionally under the tabs Detabed list of patients in psychotherapy List by category Other notes and details about the patient For example the tools to associate or disassociate a debtor to a client are in the content of the Debtor tab Tool to associate the debtor to the client 450 473 6985 BaseDPsy 7 0 User s Manual General information Page 41 5 3 Discrete or integrated tools to the title text of a field Several tools in BaseDPsy are not identified by a button or an icon They are incorporated into the text To discover them just drag your cursor over the text so that their presence is revealed Here are some examples Service Cost Under the Invoicing tab in the Notes section the Amount 120 00 background under the heading of Service Cost that is to Service Cost say the word amount becomes darker with overflying In addition the cursor changes to a hand Nt The form of the title of Other Costs changes with the overflying 120 00 Other Costs Materials Cost Other Costs Many of these discrete tools also have tooltips or pale orange text that explain their usefulness These explanatory orange texts were added for those using BaseDPsy o

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