Signed by the therapist and returned to billing personnel. This is a printout by either client listed alphabetically or by therapist, listing time, holds, clients or events, start time, end time, and home and work numbers of clients to be seen for this date. Used by front desk staff as handy look up at check in. This is a handy list to check of clients as they come to the front desk. This is a clearly labeled information page to be placed in the client's file which gives all demographic, insurance, and referral information obtained at registration.
Inactive clients report.
This report is able to identify all clients last seen x days ago counting from today or within any date range specified. Output can be in form of lists or mailmerge. Used to alert therapist for need to contact or close cases, or for patient contact to send satisfaction surveys. A listing for staff only of names, home phone numbers, and addresses of all therapists and staff members. Instantly updated as new folks come on board or leave.