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Consulting service provider seeks client management

IT project from: consulting service provider (Austria)Project no. 19/1953: finished
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Ms. Dipl.-Betriebsw. (FH) Margit Müller-Marscholik
margit.mueller-marscholik@softguide.de

I am in the process of setting up a health literacy practice (consulting and mediation) and am looking for client management software.

I have the following requirements for the software:

  • Client registration
  • Assessment
  • Sub-goals
  • Final goal
  • Client-related time tracking
  • Client billing
  • Solution should be mobile

The necessary care packages with provider data in the region should be visible when a keyword is entered and can be integrated into the plan by clicking on them, so that in the end a complete plan package with the necessary information is put together.

One software workstation is required. Work will most likely be done on an MS Windows system.

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