Software > IT projects > Social therapist seeks “industry-related” office solution

Social therapist seeks “industry-related” office solution

IT project from: self-employed in the health and fitness industry (Germany)Project no. 24/3360: finished
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Mr. Dipl.-Ing. Olaf Kram
olaf.kram@softguide.de

I am a self-employed social therapist and am looking for a suitable “industry-specific” office solution for my office to simplify office management. I work in the health and fitness industry and offer outpatient dementia support and counseling on a fee basis. I also give Qigong lessons and other exercise classes, such as outpatient excursions for people with dementia and their relatives, and older people with limited mobility, therapeutic touch treatments, therapeutic touch workshops for institutions and on a self-pay basis, Qigong courses in nursing homes, sports clubs, adult education centers, and on a self-pay basis as group offerings.

The software should meet the following requirements:

  • Customer management
  • Create offers
  • Write invoices
  • Calendar and appointment management, scheduling
  • Reports
  • Notes
  • Progress documentation optional
  • Facilitate marketing or systematic marketing – would be nice as a “bonus”
  • Create income surplus calculation
  • Accounting and taxes, tax returns
  • Data protection compliant, GDPR
  • Local installation or cloud
  • Purchase or rental solution

One software workstation is planned. Work will be carried out using an MS Windows system and an Android mobile phone.

The software should have the following functions.

Necessary:
Optional:
Future:
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