I am a psychologist in private practice. I use microsoft onenote to organize my client files. Each client has a section group with their name, each section group has sections, "Billing" and "NOtes". I charge most sessions at the time service is provided, so unless payment is unexpectedly delayed, i dont send clients bills. However, on occasion i have to sent an account summary statement to clients. I currently have a template in OneNote that has as a background picture a billing form i use to hand complete for clients. i fill it out and save as a page in the Biling section.
This is what i want to do. Create a form that the data automatically goes to an account register in excel that indicates a balance. the form would look similar to the attached "encounter form". I downloaded a check register template off the net which is what i want to have the data from the encounter form go to for each client. I also attached a word file where i was beginning to make drop down windows to complete the document.
I am open to doing this in a different way. i just want to get something more efficient than i am using with out all the complication of the software designed to be used by psychologists. i do need a way to have an account that i can link notes and any scanned data to which is why i have used onenote. I look forward to hearing from programers with easy solutions. i am not interested in anything complicated. that is already available out of the box from vendors. I am happy using onenote and just want an excel or similar solution to link the data form with an account register. Thanks Mike