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Are you a service provider? Whether you are a psychotherapist, an executive coach, a consultant, or anyone who charges for their time, a Client Practice Manager will track your hours and manage your billing. Client Practice Managers are built with FileMaker Pro, the world's leading consumer database. Client Practice Managers exploit the great power of FileMaker Pro while simplifying your access to that power. Experience a Client Practice Manger by viewing 5 minute tutorials or download a free full-featured demo version for your evaluation.
Client Practice Managers run independently on a PC or Mac. No copy of FileMaker Pro is needed. The exception, Practice Manager FV, runs under FileMaker Pro, is Mac-only, and has extra features. An example: Practice Manager FV's emailed invoices include a link for a two-click payment via PayPal. See Emailing Invoice Groups below for more.
Notable Features
Therapy Practice Manager specifically
- Easily create HCFA 1500 forms for designated clients
- Meetings automatically posted to both invoice and 1500
- Every HCFA 1500 field can be edited
- Print HCFA 1500s on standard forms or plain paper
- Automatic count-down field for number of meetings held
- Automatic count-up field for days since client began
Recording Services
- Track upcoming meetings by scheduled date or usual meeting day
- Record meetings with one click
- Update key automatically updates pending invoice or creates a new one
- Access drop-down editable menus for services, hours, and fee options
- Record both written and audio notes for any meeting
- Provide for incidental expenses, discounts, and partial payments
Invoicing
- Print different types of invoices, including expense, multi-client, resubmissions, and an invoice for fee services like workshops and facilitations
- Assign invoice billing to either the client or the client’s employer
- Print individual invoices or print invoices in groups by status, date range, or found set
- Aging of invoices automatically
- Include notes or references on the invoice specific to the client or the payer
Emailing Invoice Groups (exclusive to Practice Manager FV)
- With two clicks deploy all pending invoices as attachments to emails to clients or employers, pre-addressed with subject and message
- New: emailed invoices include a link for payment via PayPal, using a credit card or PayPal account; for the latter, two clicks can suffice.
- Email employees' invoices to a company as separate PDFs
- Email employees’ invoices to a company combined in single PDF
Searching and Sorting
- Sort instantly by clicking headings of any column
- Do Quick Search for clients, companies, invoices, and dates
- Use Find to collect sets based on one or more fields combined
Reports
- Generate multiple types of reports based on a date range or found set
- Collect lists of clients, meetings, invoices, companies, and clients-by-company
Other
- Use and enter international telephone formats
- Use a secretary login--with access to your client notes excluded
- Go to Help screens with a graphic and text for every section
- Download a demo and see!
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