Product Features

      Password Protection/HIPAA.  Helps you meet your responsibilities under HIPAA by maintaining confidentiality of your files by requiring password and login ID, and generating an audit log whenever your clients' information is modified.

      Intuitive Design. The uncomplicated functional design makes the system easy to use and simple to master -- for both the computer expert and novice alike. Navigate through your clients' records and files with ease.

      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, Axis II and Axis IV) come built in with a pre-loaded menu listing over 50 common diagnoses and a full library of diagnostic codes, with flexibility to remove and add to the list as needed. Anchors for Axis V are also included.

      Session Notes. Session notes are well-organized and easily accessible. With the 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).

      CPT® Codes come built in! Confidant comes with many common CPT codes and descriptions pre-loaded for your convenience and a full library of CPT® 2010 behavioral codes. (CPT is copyrighted by the American Medical Association and is a registered trademark of the American Medical Association.)

      Billing Management. Customized invoices for services can be generated quickly and simply for each session, client or billing period, whatever fits your needs. Confidant then allows you to record payments received so that your client records are updated.

      Income Tracking. Confidant includes a concise income report on number of sessions, amount charged and amount received over any time period you specify.

      Auto-Print Form the 1500 Health Insurance Claim Forms.  Confidant gives you the ability to easily complete and print the 1500 form.

      Scheduler. Confidant makes it simple to schedule your client sessions with its interactive scheduler.  

      Data Backup, Portability and Sharing. Confidant makes sure to remind you to backup your information at regular intervals. You can also easily transfer or share data between computers to work at another location.

      Searchability. You can quickly and easily scroll through your client list or search your records to locate particular clients or session. This feature also 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 adolescents diagnosed with borderline personality disorder are you currently seeing).

      Documentation.  Confidant allows you to upload and attach documents and other materials to your clients' files.

      Flexibility. The program comes with many built in features and menus, but you can also customize Confidant to meet your individual needs.

      Credit Cards. Confidant makes it easy for you to click on our PayPal® link and open a PayPal® merchant account -- in just minutes you'll be able to collect payments form your clients via all major credit cards.

  System Requirements

      Operating System: Windows 98, XP, Vista or 7.

      Processor: Pentium II or higher.

      Memory: 64 MB RAM minimum.

      CD-ROM drive

      Free hard drive space: 100 MB for system files, 5 MB for the program.

      External storage device: Recommended for backing up data, but not a requirement.

  Pricing

      All this for only $279.

    (Note: Your purchase entitles you to download Confidant up to 5 times.)

  Customer Support

      Confidant includes one free year of customer support. When you have customer support coverage, you receive product support and all program "fixes" and updates at no extra charge. When a new version of Confidant is released, customers under product support coverage can upgrade to the new version at a discounted price.  Additional years of customer support can be purchased for $72 per year. (Price subject to change.)

      Support can be obtained by e-mail.  We endeavor to respond to each email within 2 hours of its receipt on a business day or within 24 hours on a non-business day. 

      Support can also be obtained by telephone.  We endeavor to answer  each call in person, but that is often not possible and you will be sent to our voicemail. Please leave a message and we will respond promptly.  We endeavor to respond to each call within 2 hours of its receipt on a business day or within 24 hours on a non-business day. 

  User's Guide

      View our latest User's Guide: