Psychology Management

Complete and Adaptable Management Application for Psychologists

Manage your clinic with greater ease, efficiency, and security, in compliance with data protection laws in your country.

Features:

1.        Appointment Management:

Weekly Appointment List: View scheduled appointments for the week and organize your time more efficiently.

Task Board: Track your to-do activities and set priorities for each day.

Special Reports:

-              Appointments without records: Quickly identify clients without records and regularize the situation.

-              Receivables: Have an overview of pending amounts and organize billing systematically.

-              Monthly payments: Monitor the clinic's financial flow, know your revenue, and identify potential issues.

2.        Client Management:

Client Page: Easily access all information for each client, including basic information, consultation history, payments, and documents.

Client Reports:

-              Clients per month: Monitor the number of clients served in each period and assess the demand for your services.

-              Recently discontinued clients: Identify clients who have discontinued treatment.

-              List of clients without a contract: Ensure all your clients are in good standing with the clinic.

-              Outdated client list: View and fill in missing information and identify clients who haven't scheduled appointments for some time, reaching out to offer support.

3.        Records and Anamnesis:

Detailed Lists:

-              General Records List: Quickly access all clinic records.

-              General Anamnesis List: Review your clients' anamnesis and get a complete view of their histories.

-              Records per client: View all records for a specific client in one place; categorize each session by severity (low, medium, severe, or critical).

-              Outdated records: Identify records that need to be written.

-              Clients without Anamnesis: Ensure all your clients have undergone the initial anamnesis.

4.        Therapeutic Plans:

 Detailed Management:

-              General Therapeutic Plans List: Track all therapeutic plans at the clinic.

-              Therapeutic Plans per client: View and review the therapeutic plans for a specific client.

-              Clients in need of therapeutic plans: Identify clients who still don't have a defined therapeutic plan.

5.        Reports: 

Reports Management:

-              General Reports List: Quickly access all reports issued by the clinic.

-              Reports per client: View reports for a specific client.

-              Clients in need of reports: Identify clients requiring reports for specific purposes.

6.        Appointments:

 Calendars and Lists:

-              Month's calendar with all appointments: Have an overview of scheduled appointments and organize your agenda.

-              List of upcoming day's appointments: Prepare for the day's appointments in advance.

-              Weekly appointments calendar: View scheduled appointments for the week in one place.

-              Appointments without records: Ensure all appointments have associated records.

-              Unpaid appointments: Identify appointments that haven't been paid and proceed with billing.

7.        Documentation:

 Document Management:

-              List of sent documents: Track all documents sent by/to your clients.

-              Examples of relevant documents: Access ready-made document templates to facilitate your work.

-              Examples of Templates and Documents:

a.        Template for studies and research.

b.        Template for Reports.

c.        Templates for Commitment Agreement (contract), Attendance Declaration, Psychological Certificate, Individualized Therapeutic Plan.

8.        Financial:

Lists and Histories:

-              Recent payments (last month): Track the latest payments received by the clinic.

-              Month-to-month payments: Monitor the clinic's financial flow over time.

-              Complete payment history: Access a complete record of all payments received, with a final sum.

9.        Studies and Research:

 -              Project Board: Organize your studies and research on a dedicated board and track the progress of each project.

-              Pathologies: Organize your studies by pathologies.

10.  Tasks: 

-              Task Board: Detailed task management with progress status.

Want to see it in action?

Global Guidelines for Psychology Professionals and Data Protection Tips

Psychology Professionals:

Adaptation to Local Norms: It is crucial to align with the laws and regulations of your country, including those on information and patient data management. Consult local psychology boards for updated guidelines and resources.

Ethics and Security: Adhering to local regulations ensures ethical and safe practice, protecting the rights and privacy of patients.

Technology and Privacy: When using digital tools, be aware of norms related to sensitive data protection.

Data Protection Tips:

Sensitive Data: Do not store sensitive data on the platform.

Legal Compliance: Check your country's data protection laws and seek specialized advice to ensure complete compliance.

Secure Settings: Adjust the application settings for data security (two-step verification, encryption, access control, etc.).

Business Associate Agreement (BAA): If using platforms like Notion, have a BAA for patient data protection.

By following these recommendations, you demonstrate your commitment to ethics, security, and privacy, strengthening credibility and trust in your practice and management application.

Remember: Data protection is continuous and requires constant updates. Regularly review your practices to ensure compliance with current laws.

FAQs: 

What is Notion?

Notion is an all-in-one workspace that allows you to take notes, add tasks, manage projects, and organize. Whether writing or planning, Notion has a versatile design to carry out your activities.

What is a Notion template?

A Notion template is any page publicly shared on Notion that can be duplicated. They allow you to duplicate other workflows and systems you want to use.

Do I need to pay to use Notion?

No. You only need to create a free account on Notion to use all its features. 

How will I receive a template?

After the purchase, you will receive a link to duplicate the Notion template to your workspace.

Can I customize the template to fit my needs?

Absolutely! You will create a duplicate copy of this template in your own Notion workspace. You can adjust, customize, and make changes to the template to meet your needs.

Will I receive free updates after the purchase?

Yes! However, as you will use a copy of this template in your workspace, updates will not be applied automatically to your version of the template. For this reason, each update will be shared with you via email with a detailed update guide showing exactly how to include the updates in your workspace.

How do I get support?

You can write to us at laurasisti.psi@gmail.com if you need any help.

Still have questions?

We'll be happy to answer whatever is on your mind! Please write to us at laurasisti.psi@gmail.com.