Psychology Management
About this template
Complete and Adaptable Management App for Psychologists This comprehensive app offers a variety of features designed to enhance the efficiency and organization of psychologists in their practices. Key features include: 1. Appointment Management: Weekly Appointment List: Visualize and organize weekly appointments to optimize time. Task Board: Track daily activities and set priorities. Appointments without records: Identify clients without records. Outstanding payments: Manage pending amounts and conduct organized billing. Monthly payments: Track financial flow and identify issues. 2. Client Management: Client Page: Access complete information, consultation history, payments, and documents. Client Reports: Clients per month: Monitor monthly appointments. Recent interrupted clients: Identify dropouts. List of clients without a contract: Ensure regularization. List of outdated clients: Update information and reactivate clients. 3. Records and Anamnesis: General Records List: Access all records. General Anamnesis List: Review client anamneses. Records per client: View records of a client. Outdated records: Identify pending records. Clients without Anamnesis: Ensure anamneses for all. 4. Therapeutic Plans: Detailed Management: General Therapeutic Plans List: Track all therapeutic plans. Therapeutic Plans per client: View and review a client's plans. Clients in need of therapeutic plans: Identify clients without plans. 5. Reports: Reports Management: General Reports List: Access all issued reports. Reports per client: View reports of a client. Clients in need of reports: Identify specific needs. 6. Appointments: Calendars and Lists: Month's calendar with all appointments: Have an overview and organize the schedule. List of upcoming appointments for the day: Prepare in advance. Weekly calendar of appointments: Visualize weekly appointments. Appointments without records: Ensure associated records. Appointments without payment: Identify and conduct billing. 7. Documentation: Document Management: List of Sent Documents: Track documents. Examples of relevant documents: Access ready-made templates. 8. Financial: Lists and Histories: Recent payments (last month): Monitor recent payments. Monthly payments: Monitor financial flow. Complete payment history: Access complete records. 9. Studies and Research: Project Board: Organize studies and research. Pathologies: Organize studies by pathologies. 10. Tasks: Task Board: Detailed management with progress status. GLOBAL GUIDELINES To Psychology Professionals: Adaptation to Local Regulations: Align with local laws and consult psychology boards for guidelines. Technology and Privacy: Be aware of data protection norms when using digital tools. Data Protection Advice: Sensitive Data: Avoid storing sensitive data on the platform. Legal Compliance: Verify and ensure compliance with local laws. Secure Settings: Adapt settings for data security. Business Associate Agreement (BAA): If using platforms like Notion, have a BAA. Resources for Professionals: Data Protection Laws: Refer to LGPD (Brazil), GDPR (Europe), HIPAA (USA).
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