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List of outdated clients: Update information and reactivate clients.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Outdated records: Identify pending records.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).
