User manual PROSOFT CONFIDANT QUICK GUIDE

[. . . ] After the installation has completed a message will appear: Confidant 2. 0 Setup has completed successfully. To launch the program, click on the Confidant icon on your computer desktop. (This shortcut was installed on your desktop during the installation process. ) Alternatively, you can click on "Confidant" in your list of programs. You will then have the option to install Confidant's built-in PDF printer onto your computer. [. . . ] These diagnoses will then be retained in your permanent files -- and because the various components of Confidant are interactive, your diagnoses can also automatically be copied into your invoices and 1500 forms. Additional fields allow you to include the onset date of your client's current condition, the date the condition was first exhibited, and the dates your client is unable to work as a result. Confidant comes with two invoice formats: a complete invoice that includes the complete diagnosis information and a concise invoice that only includes the diagnosis codes. Check the Use concise diagnosis on invoice if you wish to have only the diagnosis codes appear. Click on the arrows to choose from the pre-loaded pull-down menus of Axis I and II diagnoses. Confidant comes preloaded with a comprehensive list of Axis I and II diagnoses -- click on these buttons to add or remove specific diagnoses from your customized menus. - 14 - Diagnosis Information ­ Axis III and Axis IV On the Diagnosis (Axis III-IV) card you can enter and retain your Axis III and IV diagnoses. For Axis III, you type in your own text, and for Axis IV, you may either type in your own text, or select a diagnosis from the drop-down menus. Print a number of Patient Information reports notes, for different clients, at once­ This option is available by clicking on the Patient Information icon under the REPORTS tab. When you choose this option, a page will open on your screen that lists all of your clients in alphabetical order. You can select one or more or "All" clients, whose patient information you wish to print. Click OPEN to open the patient information reports -- they will appear on your screen, with each client beginning on a new page. To move from one page to the next, click on the arrow at the bottom of the Session Notes. To print, click on the print icon at the top left of the screen and all the session notes you have just opened will print out on your computer's attached printer. Income Report A helpful Income Report can easily be created by clicking on the Income Report icon under the REPORTS tab. After you click on the Income Report icon, a window will open. You can then enter the date range which you would like the income report to cover. - 20 - After entering the desired date range, click on the OPEN button. Your income report, which will appear on your screen, provides you with a simple overview of the number of sessions conducted, the amount charged, t he amount paid, and an aging summary. Tools Data Export and Import Introduction Confidant allows you to export your data for a later import. This will allow you to use the system on more than one computer and to keep your data current at all locations. In each case, you will be able to specify whether you wish to include all Confidant data or a subset of it. Exporting Data When exporting client and session data, you will be prompted to specify which files to include based on when the records were last updated. For each piece of data that is being exported, you will need to provide a file location and name. It is recommended (although not required) that you use the file names suggested by the system. By default, Confidant recommends a file name based on the data being exported and the current date. (For example, when exporting client data on January 1, 2003, the system will suggest a file named clients_update010103. txt. ) This will make the files easier for you to identify later for importing. To accept the default file name, simply press <Enter> or click on the Save button. Importing Data Importing data will allow you to apply the changes made to the records that have been previously exported. If a record already exists, all data will be overwritten with the updated data. If the record does not exist, a new record, with the proper data will be created. - 21 - For each piece of data that is being imported, you will need to supply the name of the exported file. Therapist Bob says: "If you want to the past week's work home (not that I recommend that), you can save it on your floppy disk by either clicking on the export button or on Export Data in the Tools menu. Check off client and session data when asked to select the export data and take the floppy home with you. That evening (after a nice dinner) you import that same data onto your home computer by clicking either the import button or Import Data in the Tools menu. [. . . ] If you are unsure, please contact your IT professional for help in setting up this aspect of the software. By default, this file is stored in C:\Confidant_2\confidant_data. accdb. You can move or copy this file out to the share file area on your server. If you moved the file, you will be prompted to "Locate the Confidant Data File. " You can browse the server and located the file. [. . . ]