Shop - Administration Tools
South Downs Holistics has come up with a solution to help you with your accounts. If you look around for small business accounts packages they are expensive and do not relate to the therapy massage or beauty industry.
This often leads to many therapists keeping bad records or hand written books which never get properly updated. This accounts package will solve all your accounting issues.
At the end of the year you print off the spread sheet and give it to your book keeper / accountant along with your bank statements and they can complete your year end. Easy, this takes the stress out of accounting.
The Client Management System (CMS)
Client Management System (CMS) is database software specifically designed to meet the working needs of the therapist. It has multi-user functionality too and so it can be used in clinics, where any number of therapists can logon to benefit from its functionality.What does it do?
CMS is tailored to the requirements of the complementary healthcare practitioner. It is not an “off-the-shelf” database package.
The Client Management System has many functions including:
- storing and managing clients' contact details, case histories and treatment details
- scheduling appointments
- printing treatment consent forms
- preparing aftercare advice
- producing gift vouchers
- tracking payments
- storing contact details of business associates
- generating business reports
- sending group emails
- printing address labels
A sole-trader therapist simply installs the software on a PC. The multi-user functionality built in to our Client Management System in no way complicates the system for the single user. The single user can perform all the key tasks and the multi-user elements are largely invisible.
In a clinic, CMS is installed on the network. Each therapist is set up quickly as a user. Clients are assigned to a therapist and the clients' sensitive data is inaccessible to any other user. Each therapist can benefit from all the features. A Reception user can be set up to take bookings and, in addition to this, the clinic Manager has access to some business reports.