Buyers Guide to Software

Starting at $49.

Client Management

Client name and address, phones, email, etc. medical and therapy history, track referrals, multiple categories, birthday reminders, write, save and print letters, print post cards, envelopes, labels, fill out form, etc., send email to one or more clients and much more!

Session Management

  • Multiple charges stored for easy retrieval, tracks income, payments, charges, miscellaneous charges, SOAP, List view for easily finding client sessions, paid and unpaid invoices, quick sorting, quickly print receipts and envelopes, print your logo on receipts. Financial reports by Client, Month, Year in detail or summary.

  • View all records or narrow reports by using the powerful find features.

  • Modality reports by Month and Client by Month. Payment reports by Month, Client and Year.

  • Business Expense Tracking

  • Tracks receipts, expenses, etc. by category or company. Create your own catgories.

  • Expense reports by Month and Year.

Day Scheduler

Schedule clients and to do’s in a simple easy to use calendar. (Note: Customer Pro-File’s main purpose is as a client, session and financial manager. The calendar is not a full featured scheduler but an easy to use day scheduler).

Gift Certificates

Track all your gift certificates, print receipts, show reports, redeem automatically in the Session manager.

Message Manager

Track all of your phone calls, who called, who you called, dates, times, subject, etc.

Personal Phone Book

Use the phone book for all your personal contacts; friends, doctors, favorite restaurants, etc.

Small Clinic version and the HCFA version start at $79.

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