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Adam Davis

  • Total activity 286
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Activity overview

Latest activity by Adam Davis
  • Adam Davis created an article,

    Tracking MIA Medicare Clients

    Because PD doesn’t give us a way to see when Medicare end of session reports are due, I’ve created a spreadsheet to try to help our clinicians manage their caseloads a little better. Just click thi...

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  • Adam Davis created an article,

    New flag for parent sessions from 1 Jan 2023

    For a while we have had a separate client to manage couples cases. We are now introducing a similar concept to manage parent sessions or school case conferences where the child isn't present but yo...

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  • Adam Davis created an article,

    Dual session packs for Better Access from 1 Jan 2023

    From 1 Jan 2023 will are dropping the end of year session pack "splitting" and instead moving to using dual session packs to track Better Access referral requirements.  Team Care Arrangements, Eat...

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  • Adam Davis created an article,

    Placeholders are retiring from 31 Dec 2022

    We have decided to no longer recommend placeholders as there are changes in PowerDiary that make alternatives just as effective and give a better client experience plus they save you time.   Place...

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  • Adam Davis created an article,

    Design > Client & File Management

    Contents Goals PowerDiary Capabilities PowerDiary Limitations Our Solution Adult Treatment Setup Child / Adolescent Setup Couples Treatments   Goals PowerDiary has a number of really sensible ...

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  • Adam Davis created an article,

    Setup > Custom Lists

    Appointment Flags See related design article here Setup the following flags: Break #CFCFCE Check Location #FACEE0 Declined #F6E7A9 Follow up (Admin) #DC2927 Follow up (Clinician) #2F...

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  • Adam Davis created an article,

    Design> Late Cancellations (25, 50, 100)

    Changes proposed 7 Oct 2022 in green will come into effect immediately   Cancellation fees are fraught for all parties. No one likes to enforce or receive cancellation fees and no clinician likes t...

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  • Adam Davis created an article,

    Setup > Intake templates

    Intake serves a couple of purposes. You have to manage first impressions, risk, logistics and it can also serve as an opportunity to make the assessment and formulation data gathering a little smo...

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  • Adam Davis created an article,

    Setup > Calendars, Users and Rosters

    Contents Calendars Add / Edit Details Calendar Groups Settings Insurers Google Sync Users Rosters Setup Steps:   Calendars Add / Edit Details The bulk of the information on setting up a cal...

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  • Adam Davis created an article,

    Setup > Configuration

    Configuration > Business Info All pretty obvious stuff. NB: The email address on this tab is used for PowerDiary marketing as well as the default email address for all new forms so set it as your r...

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