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In the Client window click on New Client to enter a new client. Repeat for each new client.
Across the top are more buttons including Therapies and History. You can enter or modify these at any time by returning to the client file. The History section has 10 boxes where you can enter in 10 of your own entries in addition to the ones listed. The are "global" fields which mean they are true for every client so you don't need to reenter them. However you should not change them once you have entered them because you will change all records.

Use the category fields to enter clients into categories. If you setup categories and assign each client to a category in the beginning it will make printing sets of clients for labels, etc. easier later on.

Use the correspondance area to track any correspondance, like a phone call reminder of an appointment.

To print mailings, labels, letters, etc. click on the Print button in the client file. Here you can use the find feature to find sets of records to print.

To find a client from the Main menu click on Client List. You can scroll through the list or click on Find and enter the clients name then press the Enter key on your keyboard to find that clien.
In the Client Entry window you can print an intake form

After you have entered client information you can create client sessions. To create a session find the client in the Client List and from the Client entry window click on the Sessions button at the bottom. Click on the New Session button and you will be taken to the New Session window where you can change the date if you are entering previous session.

After creating a session you enter the charges. Click in the field below button that says "Codes" (CPT for the insurance billing) and choose from the dropdown list of charges you entered in the modality setup. Enter the quantity in the QTY field. You must enter a quantity for the charge to be entered. If you have more than one charge for this session move to the next line and enter it.
There are fields below the line items which can be used for miscellaneous charges, discounts, etc.
The payment window is where you enter payments for this session.

For the insurance billing version in the Main session window click on primary or secondary insurance to set the insurance company for that session. Be sure to click on this to assign for each session.

If you sell package deals (for example a client can buy a 3 session package and save 20%) you can setup your modality charges to handle this
Using the example of a 3 package deal, in the modality/code file enter 3 codes.
The first code would be something like:
Code/Descripton/Price
PKG1/3 Package 1st visit/$100
PKG2/3 Package 2nd visit/$0
PKG3/3 Package 3rd visit/$0
The first visit you would choose the first code and enter a quantity of 1. The client has now payed for all 3 visits. In the Notes secion you can enter first visit or other indicator. When they come in next time you can go to Session History from the client file and see that hey have used 1 of the 3 visits. The second visit you would choose the second code and enter a quantity of 1 which totals to $0. Repeat for the 3rd visit. This creates an accurate number of sessions but keeps the charges straight while you can still enter SOAP notes, etc.

The SOAP notes page is accessed from the Main session window. After you have created a session click on the SOAP button at the bottom of the page.
Next to the colored dots enter a description for that color (tight, tendor, etc..). These are "global" fields which mean you only enter them once and they remain true for all records. You should never change these descriptions because you will then change all records!
To assign a color to an area of the body repeatedly click on the circle on the body till you have the color you want. Use the other descriptions area to enter more information.

Enter therapists the same way as you enter clients, from the Main menu click on the Therapist button.
To assign a therapist to a session click in the small field to choose from the Therapist list. Choose the therapist for this client. Enter the amount this therapist is paid in the Therapist paid section. Enter theapist tips in the misc section.

Data files on XP are located in the folder
C/Program Files/Customer Pro-File

On Vista and Windows 7
C/Customer Pro-File Open My Computer then open your C drive. Locate the folder Program Files and open this. Locate the folder Customer Pro-File and open it.
You will see a bunch of files.

All the data files have the same icon. Backup the data files that end in .cpf. You can also backup the entire Customer Pro-Folder if you like. Do not export the data from within the program to save. Quit the program and either drag and drop each data file onto a ZIP or use CD burning software.

You can also store your data files on the web. There are many sites that have online storage at a reasonable prices.

It's not easy to damage a file but occassionaly a system crash or power outage will corrupt a data file if the program is running during one of these events.

For Windows users:
Quit the program. Hold down the Control and Shift keys while double clicking on the Customer Pro-File icon. Keep them held down until the dialog box appears asking which file to recover. Let go of the Control and Shift keys.
Navigate within the dialog box window to the
C/Program Files/Customer Pro-File
folder and choose the file that is damaged to recover. After recovering is complete quit the program and restart normally. If another file is also corrupt repeat the above procedure.

Mac Users:
Hold down the Command and Shift keys and double click on the Customer Pro-File icon. Keep them held down until the dialog box appears asking which file to recover. Navigate to the Customer Pro-File folder and choose the damaged file.

If you're upgrading to a new computer you'll need to backup your data files, install the program and restore your data files.

Backup all your data files on the old computer (see Backing Up Your Data). If you are moving to a Windows Vista or 7 machine then you need to install using the latest installer. Click HERE to download the installer for Windows Vista and 7.

IMPORTANT: Take note where the file is downloading to. MT69e.exe is a compressed file and you need to Unzip it to the installer file. When you choose Save to Disk you can tell it where to download to. Download it to your desktop so you can easily find it. After downloading find the file MT69e.exe on your desktop and double click on it to open the Unzip window.

IMPORTANT: In the Unzip window before clicking on Unzip click on the Browse button. Locate your desktop and choose it, then click on Unzip button. This will unzip the file to your desktop. The file Setup_MT69e.exe should now be on your desktop. Double click on this to start the installation. If you have the CD when you install on the new computer change the installation destination directly onto to C/. Do not install in C/Program Files.

Make sure you save the download installer file. Burn it to a CD so you have it should you need to re-install.

After you have installed the program don't open it. Open the folder
C/Customer Pro-File
and replace the newly installed empty data files with your backup copies by dragging them into the Customer Pro-File folder.

Replace ONLY the data files into the newly installed Customer Pro-File folder (files that end in .cpf. Do not replace the Customer Pro-File.exe file).