Open/close safeguarding and add safeguarding notes
Session notes management
Payment management
Document Management
Upload/download documents to client records
Upload/download documents to Therapists
Choose to hide documents from Therapists or make available to them
Waiting List
Clients created and placed in waiting list
Appointments offered
Assignment of Therapist and placement within active clients
Therapist Management
Therapist management
Archive/current therapist selection
Unlimited therapists
Upload/download therapist documents
Show/hide documents to the therapist
Forms/Questionnaires
Therapist assessment start & end forms
Parent/carer start & end questionnaires
Teacher start & end Questionnaires
CORE begin, middle & end forms
Child CORE begin, middle & end forms
Worry tracker begin, middle & end forms
Child evaluation form
13+ evaluation form
Parent evaluation form
Teacher evaluation form
Form comparison
Reports and Search
Sessions offered report
Safeguarding session notes report
Safeguarding status report
Evaluation - how helpful report
Evaluation - Please tell us how adult report
Evaluation - Please tell us how parent report
Evaluation - Please tell us how child report
Evaluation - Further comments report
Waiting list report
Referrals report
Fee report
Risk report
Medication report
Psychological capacity report
Symptoms report
Clinical outcomes in routine evaluations report
Child clinical outcomes in routine evaluation report
Payments
Payment reconciliation page
Shows all unreconciled sessions
Tick to reconcile payments
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