Clinical Record Keeper Pro™ File List

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CRK Pro root node

• Main Node
• Accounts
  • Uses the following files from the central templates folder:
    • Statement of Account
    • Statement Sample
    • Superbill template
  • This node holds the following files:
    • Patient master Superbill
    • Statement of Accounts for patients
• Address book
  • Uses the following files from the central templates folder:
    • Address template #1, #2, #3, or #4.
• Directions for CRK Pro
• General Node
  • Uses the following files from the central template folder:
    • Letterhead.
    • Fax Sheet template.
  • Holds the following files:
    • Letters.
    • Faxes to be sent out.
    • Reports and writings.
  • Letters sent sub node.
  • Faxes sent sub node.
• Insurance Node
  • Uses the Insurance template from the central template folder.
  • Holds patient's information unless this is combined with the clinical chart or the address files.
• HIPAA
  • Protected Health Information release log.
• Managed Care node
  • Uses the following file from the central template folder:
    • Insurance company managed care OTR's.
  • Patient files organized alphabetically.
• Patient's Node
  • Uses the following files from the central templates folder:
    • Chart Outline.
    • Chart Outline expanded.
    • Chart Outline combined.
    • Chart Template.
    • Psychotherapy note attached to each outline.
  • Alphabet sub nodes hold patient's charts.
• Reference Node
  • Has five sub nodes:
    • Administrative files.
    • Clinical templates.
    • Managed care templates and files.
  • Under Administrative sub node:
    • Accounts template.
    • Address templates 1-4.
    • Contact and insurance template.
    • Cash receipt template.
    • Consent for treatment.
    • Contact information face sheet for printing.
    • Face sheet.
    • Fax sheet.
    • Flow chart for patients.
    • Helpful software for the computer.
    • Insurance information template.
    • Intake form for printing and mailing.
    • Letterhead template and directions.
    • Memo template.
    • Practice information for patients.
    • Quickstart for Practitioners.
    • Receipt sheet for patients.
    • Release of information.
    • Superbill.
    • To Do list.
    • Tutweiler account.
    • Visit record sample.
    • Visit record template.
    • Weekly Visit and Receipt record.
    • Weekly sample.
  • Under the Clinical Templates:
    • Adult ADD check list.
    • Chart outline.
    • Chart outline, expanded.
    • Chart outline, combined.
    • Chart template.
    • Executive functioning template.
    • Mental status check list.
    • Mood chart.
    • Mood chart directions.
    • Request for authorizations and treatment plan.
    • Soap Note.
    • Symptom check list.
    • Treatment plan template.
  • Under General information files:
    • 50 Tips for Adults with ADD.
    • Migraine dietary sheet.
    • Sleep Hygiene regimen.
  • Under Managed care templates:
    • Anthem OTR.
    • Cigna OTR.
• To Do List
• Visit Record Node
  • Uses the following files from the central templates folder.
    • Visit record template.
    • Weekly visit and receipt record template and sample.

This gives you some idea of what is in the program. In short, 22 templates, 8 informational files, main nodes, sub nodes, designed for efficient record keeping plus lots of directions. This is just a start as the program can accommodate virtually any word processing document, and use it as is or make a template out of it. You need to understand that my templates are just that, ones I think might be helpful. A wonderful benefit of this software is that you can taylor make it for your group. I couldn't hope to create what you need. I simply want to show you what can be done with this program. I have already organized complete practitioner functions, office support, template use and suggestions for how to use the program. Use the capabilities of the program, and make what you need from it. That is the power that is in this software. We can work together to streamline your office setup. One of the greatest gifts that well designed software can do for us is to make it possible to expand what we do, make it efficient, and provide what we need. Clinical Record Keeper Pro™ is ready to help your group get efficient, and get your work done with speed, and grace.

Charles M. Stewart, M.D.

Blueberry Harbor Software, Inc.

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Copyright 2005 Charles M. Stewart All rights reserved.