Password protection – Ensuring confidentiality of your files.
 

Intuitive design – The uncomplicated functional design make the system easy to master for both the computer expert and novice alike.
 

Client Management – Organizes all the basic client information necessary for comprehensive record-keeping; from basic demographics (age, school, etc.) and contact information to detailed diagnoses. For convenience, DSM-IV diagnoses (Axis I and Axis II) come built in with a listing of over forty common diagnoses, with flexibility to remove and add to the list as needed. Anchors for Axis V are also included.
 

Session Notes – Session notes and all relevant information for clients are well-organized and easily accessible. With a click of a button new session notes can    be entered or existing ones reviewed Session notes can be printed individually (per client per session), or by batch (dates or clients) to maintain hard-copies for your files.
 

CPT Codes and common services provided come built in! – Confidant comes with the most common CPT codes and services provided already in the system.  When entering service provided in your session note simply pick from the list provided and the associated CPT codes will be suggested.  Tools are provided to allow you to add or remove options for the permanent database.
 

Billing Management – Invoices for services can be generated quickly and simply for each session, client or billing period, whatever fits your needs. Confidant then tracks your billing and payment received to automatically reflect changes for future bills.

Data Backup and Portability – Confidant makes sure you backup your information in regular intervals. You can also easily transfer data between computers to work at another location.
 

Searchability – You can search your records by almost any criteria to locate a subset of clients or session. Most importantly, this allows you to identify missing session notes or unpaid bills. In addition, this feature can provide you with an overview of your clients (e.g. how many adolescent girls or clients diagnosed with borderline personality disorder, etc. you are currently seeing).
 

Flexibility – The program comes with many built in features and lists, but you are never boxed in to use the information and can also customize your own to meet your individual needs.