Questions, answered

Click Get started, then use Proto to configure Mental Health Practice Mgmt for your business. Begin with a patient, consent, scheduled encounter, signed note and follow-up task.

The coordinator creates an encounter with patient, clinician, scheduled time and visit type. Staff use its status and visit times to follow arrival, active care, review and completion.

A Licensed Clinician records clinical notes against an encounter, with note type, text, author and signed date.

Consents hold the patient, purpose, version, signed date, expiry date, document and status.

The Clinical Governance Administrator maintains clinician privilege type, license information, verification evidence, effective dates and status.

Care tasks hold a patient, task, assignee, due date, completion date and current status.

Charges link a service description and amount to an encounter. Their status distinguishes draft, approved, invoiced and voided records.

Payments hold the patient, received date, amount, reference and a pending, confirmed or refunded status.

Specimens track collection and processing against an encounter. Pharmacy dispensations hold medication, lot, quantity, unit and authorizing person.

Start with the charge, specimen and dispensation records staff already use. Name the person who compares each one with an outside billing, laboratory or pharmacy record. See the integrations page.