Re: Tracking clients/files/paperwork

[Guest guest]

Dear ,I am just getting famliair with Formsite and made a concept form.I am curious about your form. What questions do you ask?Can you forward use your form?

Thank you in advance.Lactation Consultant in the Netherlands.Marijke Frings      

www.marijkefrings.nl  | www.facebook.com/borstvoedingcafeweert

Lactatiekundig en Voedingskundig AdviesIr. Marijke Frings, MSc, IBCLC, LLLburg 2296006 GR Weert

Mobiel:     06 4086 5578 | werk: 06 4435 1250

e-mail:     marijke.frings@...  

              morgenzon7       

      

2012/1/28

 

I'm paperless now. I have clients fill out intake online (using a secure server thru Formsite) and paste that into a spreadsheet, and also into the Bento app, which I use for charting on my iPad. It has really saved time! Also, I was surprised by how much my clients seem to like it. I've had clients comment on how much easier it is to fill out the forms that way, and many are excited to see the iPad technology, and the Square interface if they pay with a credit card. BTW the Square for iPad is great - you can enter your consult and product fees and then when a client pays, you just tap the things you are charging for, and it can total and calculate sales tax if necessary.

One thing about digital record - I have both a local automatic backup using time capsule and a wireless giant hard drive, and remote backup, using the Carbonite service. Both secure. Gotta have belt and suspenders!

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> I've got a semi-decent paper system, but am wondering if anyone has gone digital? I'm thinking of developing a database using Access, which I think will work just fine has anyone done this? If you have would you mind sharing your template? If no one has I'm happy to share back if you are interested.

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> Lea

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[Guest guest]

Hi Jaye,

I do pay for Formsite, because I use some of the feature (I think I had to pay

in order to link it to paypal, which I do for class registrations. Not for

consult fees though.)

I'm not thrilled with the interface for setting up your form (took longer than I

think it should have) but it has nice results features. I can have all or part

of the results automatically emailed to me (like just her address and contact

info if I want) or I can export a table.

I paste that table into Bento for charting, and Numbers and Excel for

generating reports and financial data. (Because the mail merge feature on

Numbers/Pages is not quite what I need yet, I use Numbers for most things, but

Word for the reports. Serious PITA, but I expect Numbers will figure it out

soon.)

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>

>

> Hi Ladies,

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>

>

> My wife has been begging me to go paperless for the nearly 2 yrs we have

> been together. J After 17 yrs in business you should see how many storage

> boxes I have for my client files as well as business files. Heck I don't

> even know what I can get rid of after how long so I just keep it all.

>

>

>

> At any rate I am interested in this Formsite (already played with an appoint

> request form - super simple!) and have a couple of questions - -

> which option do you use - their free aspect with only 5 forms for free or a

> for pay option? How do you keep track of the forms once you get them? I am

> so entrenched in a paper system I'd likely print everything out. And - is

> it possible to share ideas or templates?

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>

>

> Thank you for sharing this site.I'll be looking into the others as well. J

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> Warmly,

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> Jaye

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> Jaye Simpson, CLC, IBCLC, CIIM, MoM

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> Breastfeeding Network

>

> www.breastfeedingnetwork.net

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