Confidant 2.1  is the Mental Health Practice Management & Billing Software that Offers the Mental Health Professional: 

Client Intake. Confidant walks you through the intake process, and lets you print an intake form for your clients to complete in the waiting room.

Typical Use: A new client calls your office. You or your receptionist obtain basic information over the phone and concurrently enter it into Confidant.  When your new client arrives for her first visit, print out Confidant's Client Intake Form, place it into a clipboard, and give it to  her.  Because Confidant is interactive, the Client Intake Form will be populated with all of the information that you previously entered into Confidant.                          

Intuitive Design. The uncomplicated functional design makes the Confidant 2.1 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. 

Typical Use: You want to use Confidant's powerful and helpful features without first having to undergo lengthy training. Confidant allows you to do just that.

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.

Typical Use: You wish to retain, in electronic format, complete diagnostic information for your client, including narrative descriptions and DSM-IV codes.

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).

Typical Use: While conducting a session, you may choose to perform concurrent recordkeeping. Simply open a new session card, use Confidant's pull-down menus and intuitive fields and have a completed electronic session note, ready to be saved or printed, by thye time your client is ready to leave. 

CPT® Codes are built in! Confidant 2.1 comes with many common CPT codes and descriptions pre-loaded for your convenience and a full searchable library of CPT®  behavioral codes. And if the AMA makes changes to any of the CPT behavioral codes, we send each of our customers (who have product support coverage in place) a free download containing the changes.   (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 2.1 then allows you to record payments received so that your client records are updated. 

Typical use: You can quickly print invoices for all of your clients --   billing day will no longer be the most dreaded time of the month. You can even print out an invoice in just seconds, allowing you to seamlessly provide one to each client at the completion of his session.

Electronic Billing (Coming Soon). Confidant 2.1 will soon include an option, at no additional cost, to transmit your bills to an on-line insurance clearinghouse. (An account with Office Ally is required. You can easily open one -- and, best of all, it's free!)

Income Tracking. Confidant 2.1 includes a concise income report on number of sessions, amount charged and amount received over any time period you choose.

Auto-Print Form the 1500 Health Insurance Claim Forms. Confidant 2.1 gives you the ability to easily complete and print the 1500 form -- and to do so in compliance with the 1500 Claim Form instructions approved by the National Uniform Claim Committee (NUCC). You can print the form on Confidant's built-in template, or on your own original sheets if you prefer.

Scheduler. Confidant 2.1 makes it simple to schedule your client sessions with its interactive scheduler. 

Mental Health Practice Forms.  Confidant 2.1 comes pre-loaded with valuable forms for use in your practice. These include: Treatment Plan, Treatment Plan Review, Discharge Report, Bio-Psychosocial History & Medication Tracking.

Password Protection / HIPAA Compliance.  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. 

Data Backup. Confidant 2.1 makes sure to remind you to backup your information at regular intervals (which you can designate). 

Data Portability. Confidant 2.1 allows you to 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 2.1 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 2.1 to meet your individual needs. 

Accept Credit Cards. Confidant 2.1 makes it easy for you to click on our PayPal^® link and open a PayPal® merchant account in just minutes -- once you do, you'll be able to collect payments form your clients via all major credit cards. 

Pay just $389, and you will receive a downloadable link to Confidant 2.1 which can be used up to 5 times -- on as many 5 different computers. And there are no other costs -- even customer support is included free for the first year for all users.

And unlike other mental health practice management programs, we do not add hefty fees for customer support, fixes or upgrades. While customer support coverage is in effect, our customers receive all of our program "fixes" and updates at no charge -- and even if a new version of Confidant is released, customers under coverage can upgrade to the new version at no charge.  

After your free year of support comes to an end, you have the option to purchase additional years of support for just $59 per year.

  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. And when a new version of Confidant is released, customers under product support coverage can upgrade to the new version at no charge. Additional years of customer support can be purchased for $59 per year.

 Product support can be obtained in a number of ways:

• By e-mail. If you require customer support, please send us an e-mail describing the problem you are having and we will respond as quickly as possible.  

While you may prefer to pick up the phone, we find that most issues can quickly and effectively be resolved by e-mail. Please keep in mind that our ability to handle most support issues by e-mail helps us keep Confidant's pricing so low.     

• By remote troubleshooting. If we can't resolve your issue by e-mail, we will  schedule a remote troubleshooting session to be held at a time of your choosing. During the session, one of our technical support staff will  access your computer remotely and try to resolve the problem you are having. ( Please note that while we are remotely accessing your computer, you will be unable to use it.)    

If you would like us to sign a HIPAA Business Associates Agreement before we conduct the remote troubleshooting session, you can send us your agreement (via e-mail to HIPAA@confidantsoftware.com or by fax to 845-290-5959) or you can print our pre-signed HIPAA Business Associates Agreement.