You can generate documents in your word processor by selecting the
relevant appointment or service in the tree and then selecting a
type of document from the Word menu. The generated document will
have values filled in for the selected client, appointment etc
Documents can be letters, standard report outlines, notes, invoices,
anything. CleverPsych has some standard documents, and you can
define your own. Supplied documents include:
Letters to referring doctors
Invoices
Client and appointment notes
Assessment and report samples
Example showing what is
available
The documents are actually generated using template files in
Microsoft rich text format which contain know text strings that are
replaced by values from the selected client, appointment, service or
referrer, and your practice definition.
You are able to use a variety of word processors such as Microsoft
Word. On Windows, the default word processor is the WordPad
application, and on Mac OS the standard editor, so you do not need
to purchase a word processor. We suggest you download the free
OpenOffice or LibreOffice.
For example, the following letter was generated by selecting Daisy
Duck’s first appointment and the selecting “Referrer
acknowledgement” from the Office menu.
You will often modify the generated letter before sending it.
Documents are generated from "templates" that are files that have
known text strings that are replaced by values from the selected
client and appointment. For example the above letter was generated
from this template:
You can set up your own document templates and add them to the menu.
Templates are usually RTF files, but you can convert them all to
another format, provided the files are basically viewable text (RTF
is, Microsoft Word doc and docx files are not).
