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MyClientDiary - Practice Management Software

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Clients

Client Details

Client contact details and biographic data are securely stored in your database. This data includes multiple addresses (eg home, work and courier), referral source and who to bill. You are in full control of defining the referral database and the types of people associated with your business (eg clients, practitioners, referrers etc).The client search function is simple and quick and includes contact phone numbers. Like all of MyClientDiary, this component is multi-user and can be used anywhere there is an internet connection.


Making Notes

Administrative file notes can also be made at any time and are time stamped and stored in the client database for future reference and reminders