client software

What software do you use to store client info and to track client activity? I sold the old system I had with my Alabama practice and need to replace it with something better. I want to be able to keep all my client records on my computer--client info, session notes, contact info, etc. Why do you like what you are using? What do you not like? I'm looking for something really EASY and simple.

Tags: client, notes, session, software, tracking

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Permalink Reply by John Maclean on July 13, 2011 at 12:13pm

I use Fileamigo 11 and it is FREE!

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Permalink Reply by Jill Semonin PhD- CHt on July 13, 2011 at 12:37pm

Thanks for this topic, my file cabinet is getting overloaded and I am thinking of going digital. So, thank you as I will search and find this and see what it takes.

Blessings~

Jill

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Permalink Reply by Scott Sandland on July 13, 2011 at 12:58pm

You can use ACT, google, Outlook, or a few other things to manage client contact info. for session notes, it depends on how you take notes.

I'm using an ipad and a stylus to take all my session notes, so I use software like Note Taker HD or Notes Plus (both are less than 7 dollars). I don't recommend pen ultimate, I tried it and it looks cool but doesn't function as well as the other two.

-Scott

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Permalink Reply by Kevin Cole-NLPTrainingQuest.com on July 13, 2011 at 3:10pm

I use Outlook- I think that ACT is a great software idea in theory- but just plain sucks in reality...

I may try Note Taker HD and or Notes Plus if they are only $7.

-Kevin

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Permalink Reply by Anthony Lucas on July 13, 2011 at 6:27pm

How about for mac users. What is recommended?

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Permalink Reply by Hugh Cole on July 13, 2011 at 6:33pm

Buying a windows PC

-Hugh

Anthony Lucas said:

How about for mac users. What is recommended?

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Permalink Reply by Melissa J. Roth on July 13, 2011 at 8:32pm

Now, Hugh. Play nice. I'm a die hard Mac user--have 3 of them. I will look into Note Taker next time I'm at the Apple store.

John, is Flamingo PC or Mac based? I just can't go back to the dark ages of windows PC's. "-) Scott knows I can't use my Mac but I couldn't use a PC either. At least with my Mac I can go to the Apple store and someone will show me how to do what I want. That doesn't mean I will be able to do it on my own when I get home. But, I couldn't do that with a PC either. That's why whatever software I get has to be EASY.

Hugh Cole said:

Buying a windows PC

-Hugh

Anthony Lucas said:

How about for mac users. What is recommended?

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Permalink Reply by Anthony Lucas on July 14, 2011 at 1:36am

Buy a pc - LOL! Have multiple pcs. Mac supersede my expectations in platform, GUI, applications and rarely get viruses.

Melissa, have you looked into file maker 11 for mac? Have a copy if you need.

Anthony

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Permalink Reply by Roger Moore on July 14, 2011 at 3:39am

Scott & Kevin

Can you track client payments and print receipts with Outlook?

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Permalink Reply by Scott Sandland on July 14, 2011 at 5:56am

Roger,

I use square for my client payments via credit card, and that can be easily tracked and automatically sends a reciept. I just use excel to track payments buy check or make invoices. Nobody ever pays cash (wink wink) so I don't record them.

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Permalink Reply by Hugh Cole on July 14, 2011 at 6:02am

Hi Melissa, I am playing nice. I was just being mischievous and trying to liven up the discussion. I am Stuck with windows because I wrote my own software for it. But I like my ipad alot.

Hugh

Melissa J. Roth said:

Now, Hugh. Play nice. I'm a die hard Mac user--have 3 of them. I will look into Note Taker next time I'm at the Apple store.

John, is Flamingo PC or Mac based? I just can't go back to the dark ages of windows PC's. "-) Scott knows I can't use my Mac but I couldn't use a PC either. At least with my Mac I can go to the Apple store and someone will show me how to do what I want. That doesn't mean I will be able to do it on my own when I get home. But, I couldn't do that with a PC either. That's why whatever software I get has to be EASY.

Hugh Cole said:

Buying a windows PC

-Hugh

Anthony Lucas said:

How about for mac users. What is recommended?

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Permalink Reply by Hugh Cole on July 14, 2011 at 6:08am

Square up is a great service and you can carry it with you on trips so you can collect payments anywhere. Chase also has a program where you can photograph a check with your phone and direct deposit it.

Hugh

Scott Sandland, C.Ht. said:

Roger,

I use square for my client payments via credit card, and that can be easily tracked and automatically sends a reciept. I just use excel to track payments buy check or make invoices. Nobody ever pays cash (wink wink) so I don't record them.