Psychology & Counseling
Psychology & Counseling: appointments and records, stock and expiry tracking, e-Invoice and reporting.
Challenges
- Session notes are sensitive personal data, yet access is unrestricted.
- Session packages are sold but the remaining meetings cannot be tracked.
- Online and in-person sessions get mixed in the same calendar.
- The client does not turn up and the freed slot cannot be refilled.
Workflows
Confidential session record
- A client record is opened and session notes are restricted to authorised users.
- The session is scheduled from the calendar with its duration and fee.
- Access to notes and files is logged.
Package and attendance
- The meeting package is sold with a count and a validity period.
- Each meeting is deducted from the package and the balance stays visible.
- A missed meeting is flagged and the cancellation policy applies.
Documents
- Sales invoice
- Session record
- Consent form
- Appointment record
Reports
- Package usage and remaining sessions
- No-show appointment listing
- Revenue by counsellor
- Appointment occupancy
Metrics
- No-show rate
- Package completion rate
- Appointment occupancy rate
- Revenue per client
Compliance
- Professional ethics and confidentiality rules
- KVKK (special-category data)
- GİB e-Archive
- Health facility licensing and inspection
Glossary
- Session note
- Confidential record limited by permission
- Meeting package
- Service entitlement with a count and a validity period
- Online session
- Remote service appointment
- Cancellation rule
- Appointment cancellation policy
FAQ
Can I keep session notes confidential?
Yes — note access is limited to authorised users and every access is logged.
Can I separate online from in-person sessions?
Yes — the appointment type is distinct and calendar and reports show them separately.
Can I see the remaining meetings?
Yes — each meeting is deducted from the package and both the remaining count and validity are visible.
Can I refer a client to another specialist?
Yes, the referral is recorded in the client's file and the new specialist's appointment is opened from there.
Can I measure client no-show rates?
Yes, no-show sessions are flagged as a separate status and the rate is reported.
