Management tools
As you would expect, GoalMinder has many ways of assisting staff and therapists in the day-to-day management of a practice, whether it is a solo activity or involves multiple clinics at several locations:
The Client Area is where name, address, phone numbers and all other relevant information is stored regarding patient demographics. Data here, used in conjunction with the "aggregate analyzer" can answer all kinds of questions for you as well as generate mail merge files. For example, can your program tell you how many teen boys being treated for anger problems between the ages of 14 and 17 with Bigtime HMO Coverage are being seen? Can your program create a mailmerge file for these boys so you can inform them of a new group you plan to offer? GoalMinder can! Other reports and functions for management are as follow:
Administrative/Clinic management reports:
- Access log: Includes login/logout activity, override occurrences, failed
access attempts.
- Daily activity sheet: prints out by date and by therapist the time,
holds, clients, events scheduled, client id, CPT service anticipated, diagnosis,
minutes scheduled, and visit #. Used as the hard copy record of a therapists
billing activity for a given day. Signed by the therapist and returned
to billing personnel. Used also by support staff to pull charts and for
the therapist to have a hard-copy list of his/her day's activities.
- Daily Schedule. (two choices) This is a printout by either client listed alphabetically or by therapist, listing time,
holds, clients or events, start time, end time, and home and work numbers
of clients to be seen for this date. Used by front desk staff as handy
look up at check in.
- Registration Report: An alphabetical list of all clients, their appointment time, and who they are to see. This is a handy list to check of clients as they come to the front desk.
- Facesheet. This is a clearly labeled information page to be placed
in the client's file which gives all demographic, insurance, and referral
information obtained at registration. Can print client-by-client or can
batch print for any given registration date.
- Inactive clients report. This report is able to identify all clients
last seen x days ago counting from today or within any date range specified.
Output can be in form of lists or mailmerge. Used to alert therapist for
need to contact or close cases, or for patient contact to send satisfaction
surveys.
- Staff Roster: A listing for staff only of names, home phone numbers, and addresses of all therapists and staff members. Instantly updated as new folks come on board or leave.
