Client Practice Manager was developed for an executive coach having an international practice. Its many features reflect the diversity of that practice. Your practice will not only benefit from these features, Client Practice Manager can be further customized for the specific needs of your practice.
Client Practice Manager was built with--and requires--FileMaker Pro, the world's leading consumer database program. Client Practice Manager exploits the great power of FileMaker Pro while simplifying your access to that power. Experience Client Practice Manager by viewing 5 minute tutorials or download a free full-featured demo version for your evaluation.
A Therapy Practice Manager is under development.
New! Manage your Client Practice Manager on your iPad!
Notable Features
- Emailed invoices can optionally include a link for a two-click payment to your PayPal account...or payment by credit card
- Free customizations during first six weeks of use; reasonable charges thereafter *. Free updates always
- Manage your Client Practice Manager on your iPad. FileMaker Go from iPad App Store ($39) makes it easy
- One click access to related records of three free FileMaker apps: Expense Report, Contact Management, and Event Management
- Recurrent invoices, when invoiced, are automatically re-created for next billing cycle
- Have invoices display your practice logo, including the total invoice background design
- Create client 'mind maps' in free XMind application with one click access
- Deploy pending invoices as attachments to emails to clients or employers, pre-addressed with subject and message
- Email groups of employee's invoices to a company combined in a single PDF
- Use the built-in timer to record and post timed session invoice entries
- Client Practice Manager is a major adaptation of BizTracker developed by Excelisys. See Support
Recording Services
- Track upcoming meetings by scheduled date or usual meeting day
- Record first meeting with as little as two clicks; subsequent meetings with one click
- Updating 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 standard, expense, incidental expense, multi-client, resubmissions, fee services, et al.
- 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
Searching and Sorting
- Sort instantly by clicking headings of any column in List view; click again and reverse the order
- Do Quick Search for clients, companies, invoices, and dates
- Use Find to collect sets based on one or more fields combined, including a date range option
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
- Recapitulate a client's history in full or within a date range
- Preview and print options for every report
Other
- Use and enter international telephone formats
- Set optional forced login to enhance security
- Use a secretary login--with access to your client notes excluded
- Go to Help screens with a graphic and text for every section
- Included guide provides detailed support
- Download a demo and see!
* During the first six weeks of use, any portal, window or report will be edited for free, so long as the edits consist of substitutions, deletions or additions of existing fields. Thereafter, edits or revisions will be charged at the rate of $2/minute or an arranged fee.
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