A CRM for Your Practice
Everything you need to manage your client details.
Basic information such as name, address, date of birth and contact details.
Keep track of client contacts include parents, partners, children and next of kin.
Securely store client private health and other required insurance details.
File referral information including provider numbers and duration.
All past and future appointments, including attendance history.
Complete invoicing and payment history, including outstanding amounts.
Create custom classifications for diagnosis, health status, etc.
Set preferences such as preferred service and reminder method.
Seamless communication without ever having to leave your account.
Instant Letter Writer
Save time and increase productivity with our Instant Letter Writer. Generate letters with client or referrer information already merged. When you’re finished, export to Microsoft Word, PDF, or simply print. Then, save the letter as sent or as a draft. Don’t forget to create a letter template that you can quickly reference in the future. Want to keep permanent track of the correspondence? Save the letter to your client’s record. Bottom line, our instant letter writer helps you spend less time on sorting paperwork and more time on treatment.
“For every minute spent organizing, an hour is earned.”
Advanced Data Tagging
Organise your data with file tagging, classifications, and more.
At Power Diary, “easy as” isn’t easy enough. File tagging allows you to mark your uploads with unique tags that help you sort files on your terms.
With client classifications, you can tag each patient with a custom label, and use this as a sorting identifier when running reports or viewing your data.
Multiple Gender Options
As proud supporters of the LGBTQ community, this feature was a no brainer. Set custom gender options that match your client’s identity.