PsychScheduler

An Appointment Book and Patient Management solution for the psychologist/psychiatrist.

Copyright 1997 by Mike Greene

Version 1.1  February 1998

Welcome!  PsychScheduler was created to help manage a 10 - 20 person satellite psychological practice which includes clinical psychologists, psychiatrists, and support staff.  Although professional Medical Management software was used for billing and practice management in the main office, satellite locations found the cost for additional site licenses prohibitive.  The satellite offices found themselves needing a way to manage appointment scheduling and patient management locally, and still be able to send information to the billing system in the home office.  Thus, PsychScheduler was born.

Requirements:  Mac or PC (Win95 long filenames used), FileMaker Pro 3.0 or higher

Both Windows and Macintosh versions are available.

PsychScheduler includes the following features:

  Multi-column appointment book appears and works the same as the traditional paper version.  Different views include daily with multiple therapists or weekly with one therapist.

  Fully-functioning perpetual calendar makes appointment navigation a snap.

  Patient Database includes client contact sheet containing background info, insurance info, presenting problems, diagnoses, and a portal view of scheduled appointments.

  Appointment Database includes psychological contact form, psychiatric contact form, and the ability to print daily or weekly appointment schedules.

  Medical Management reports currently include diagnosis summary by patient, with more reports under development.

Future planned features:

  Additional Medical Management reports

  Additional Psychiatric information

  Billing

The version of PsychScheduler you downloaded is fully-functioning except that Print, Export, and Layout editing features have been disabled.  You will be able to create, edit, and delete appointments and patients.  After the Shareware fee is paid, you will receive a password which will give you full access to all of the database files.  You will then also be registered to receive automatic updates when they become available.

This program is SHAREWARE.  It is being distributed free of charge to anyone who feels that it would benefit their medical practice. The SHAREWARE fees are as follows:
	Office size (therapists)		Fee
	 1 person                        $25
	 2 - 8 persons                 $50
	 > 8 persons                  $100

Shareware fees can be paid directly to the author.  Since I am a chemical engineer by trade, I am not setup to accept credit cards.  So, please mail personal checks, money orders, or other forms of direct payment (checks should be made out to the author) to:

Mike Greene
PsychScheduler
3718 Staunton Ave. SE
Charleston, WV  25304-1540

Please include your name, address, phone, email, type of computer (Mac or PC), etc., so I may add you as a registered user.  Upon receipt of payment, I will mail or email you a password which will allow full access to the PsychScheduler system.

For questions and comments, email me at:  mgreene@citynet.net

Getting Started with PsychScheduler
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1. PsychScheduler requires Filemaker Pro 3.0 or higher.  If you do not own a copy of FileMaker Pro, you can download a demo version from Claris Software at www.claris.com.

2. Open the "Appointment Book" file.  If you are not a registered user, use a blank password or the password "demo".

3. Click on the Help button (round button with the question mark) for tips on scheduling appointments.

The appointment and patient databases come pre-loaded with several sample patients and appointments.  Navigate to Thursday, October 23 1997 to view the sample appointments.  To try the "Next available appointment" feature, navigate to Tuesday, January 27, 1998.


Perfunctory Disclaimer:
In no event will the author be liable for direct, indirect, special, incidental, or consequential damages, that are in any way related to the use or misuse of this program.

Instructions for Migrating existing data into PsychScheduler Update
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If you have existing appointments, patients, doctors, e.t.c., in your working copy of PsychScheduler, and wish to upgrade to the newest release, follow these steps FOR EACH DATABASE FILE INTO WHICH YOU'VE ENTERED DATA to migrate your data to the new version:

1.  Open YOUR EXISTING copy of the database file.
2.  From the "Select" menu, choose "Find All".
3.  Open THE NEW version of the same database file which came with the update.
4.  From the "Select" menu, choose "Find All".
5.  From the "Mode" menu, choose "Delete All", then press the "Delete" button when prompted whether to actually delete all the records.
6.  From the "File" menu, choose "Import/Export" => "Import Records".
7.  In the file-open dialog, find YOUR EXISTING copy of the database file and select it.
8.  You will be presented with the "Import field mapping" window.  In the upper right corner, next to "View By", click on the popup menu and select "Matching names".
9.  Press the "Import" button.
10. The NEW version of the database should now contain all of your existing data.

Revision History
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1.	Version 1.0  October 1997 - Initial release.

2.	Version 1.1  January 1998
        - Fixed minor bug in Appointment scheduling
        - Added "Next available appointment" feature.  For a given doctor, finds the next day with at least one available appointment slot.  User-modifiable valid appointment days (e.g., can limit search to only Mon-Fri, e.t.c.).