Configuring CleverPsych

Much of the behavour of the system is controlled by several configuration files, which enables you to set up the system for your practice. There is a "Config" menu to enable you to do this. The files are held in the CleverData/config folder, and can be edited there.

For example, when you type in the name of a new client you also select their title (Mr, Ms etc) from the title "combo box". The list of titles is held on a file, and you can modify it as required. For example, if Princess Lovelylocks walks through your door you would add “Princess” to the list.


Similar configuration files are for:

 There is also a main configuration file that holds the major specifications for your practice. You must edit this!

A sample main configuration file file before modification is:

# Main CleverPsych configuration file

# NOTE: The # at the front of a line is a comment; it also disables the line!

# NOTE: Set the WINDOWS power options from the ControlPanel so that your computer is
# running when scheduled tasks (like sending reminders) happen!

# The psychologist i.e. YOU! Can be used in templates to generate letters etc
Psych Title=Dr
Psych First Name=Crazy
Psych Surname=Horse
Psych Full Name=Dr Crazy Horse
Psych Mobile=04123456
Psych Mail=crazy@gmail.xyz
Psych Phone=0598765432
Psych Fax=12344321
Psych Provider Number=1234567A
Psych Address=123 Main Street, Hicksville, New York.
Psych eHealth HPI-I=

# word / document generation. Can append comma separated flags, either
# DateReqd - file name contains todays date
# or OneOnly - same file is used each time
# or Anonymous - not stored into client's folder
# Appointment- file name contains appointment time (so can be re-opened)

# always use RTF files
Word extension=.rtf

# Menu items to be added to Office menu (will be sorted)
Referrer acknowledgement=templates\ReferAck.rtf, DateReqd
Mid referral=templates\MidReferral.rtf, DateReqd
End referral=templates\EndReferral.rtf, DateReqd
Client invoice=templates\ClientInvoice.rtf, DateReqd
Invoice / receipt=templates\InvoiceReceipt.rtf, DateReqd
Client notes=templates\Notes.rtf, OneOnly
Appointment notes=templates\AppointmentNotes.rtf, Appointment
Diagnostic Assessment=templates\DiagnosticAssessment.rtf, Appointment
Psychology report=templates\PsychReport.rtf, DateReqd
Attendance=templates\Attendance.rtf, DateReqd
Scheduled appointments=templates\Scheduled.rtf, OneOnly
Service invoice=templates\ServiceInvoice.rtf, DateReqd
Organisation invoice=templates\OrganisationInvoice.rtf, DateReqd
One off letter=templates\OneOffLetter.rtf, DateReqd
Example=templates\Example.rtf, Anonymous
HealthLink TEXT report=templates\TEXTReportViaHealthLink.txt, DateReqd
HealthLink RTF report=templates\RTFReportViaHealthLink.rtf, DateReqd


# Client type fee and Tax % and field checking
# also edit client type list

Private_FEE=150
Private_TAX=0
Private_SESSIONS=0
Private_CLAIM=0
Private_CHECK=

No referral_FEE=150
No referral_TAX=0
No referral_SESSIONS=0
No referral_CLAIM=0
No referral_CHECK=

Medicare cash_FEE=160
Medicare cash_TAX=0
Medicare cash_SESSIONS=12
Medicare cash_CLAIM=0
Medicare cash_CHECK=Referrer,DOB

Medicare bulk bill_FEE=124.5
Medicare bulk bill_TAX=0
Medicare bulk bill_SESSIONS=0
Medicare bulk bill_CLAIM=30
Medicare bulk bill_CHECK=RefNo,Referrer,DOB,Service

Pro bono_FEE=0
Pro bono_TAX=0
Pro bono_SESSIONS=0
Pro bono_CLAIM=0
Pro bono_CHECK=

Insurance_FEE=238
Insurance_TAX=0
Insurance_SESSIONS=0
Insurance_CLAIM=30
Insurance_CHECK=RefNo,Referrer

ADHD_FEE=50
ADHD_TAX=5
ADHD_SESSIONS=0
ADHD_CLAIM=30
ADHD_CHECK=Group


# service types fee and Tax and field checking
# Also edit services list
Neurophsych report_FEE=500
Neurophsych report_TAX=50
Neurophsych report_CHECK=

Forensic report_FEE=700
Forensic report_TAX=70
Forensic report_CHECK=

Medico Legal report_FEE=700
Medico Legal report_TAX=70
Medico Legal report_CHECK=

Psychoeducational report_FEE=300
Psychoeducational report_TAX=30
Psychoeducational report_CHECK=

Treatment plan_FEE=200
Treatment plan_TAX=20
Treatment plan_CHECK=



# Appointment service code fee lookups
# These appear as first word in service number list config file

80000=84.80
80005=106.00
80010=124.50
80015=145.65
80020=31.65

80100=60.10
80105=81.75
80110=84.50
80115=106.55

80150=62.25
80155=87.70
80160=87.95
80165=96.35

81000=62.20
81355=52.95
82000=84.80
82015=84.80

10968= 52.95

300=42.55
302=84.85
304=130.60
306=180.25

N0124=250.00


# Mail info for accessing Internet Service Provider (as put into outlook)
# you will need to use the same mail address for your SMS provider
Mail user=crazy@bigpond.com.zz
Mail password=nutcase
Mail host=mail.bigpond.com.zz
Mail port=25
Mail SSL=false

# sample GMail settings. Ensure POP is enabled in the GMail settings.
#Mail user=cleverpsych@gmail.com
#Mail password=HaHa%^&
#Mail host=smtp.gmail.com
#Mail port=465
#Mail SSL=false



############# SMS provider. Have to set up an account using
# your defined EMail address and your phone number
# You can often get a notification when your credit is low
# If you google for something like "Email SMS" you can find providers e.g.


##### smsbroadcast 6.6 cents / sms #####

# for replies to your mobile
#SMS host=send.smsbroadcast.com.au
# for replies to your email
#SMS host=twoway.smsbroadcast.com.au
# no password
#SMS password=

#### 160.com.au about 6.7 cents / sms ######

#SMS host=160.com.au

#To get replies to your mobile
#For example if your mobile number is "0422222222" and your password is "secret123",
#SMS password=61422222222@secret123
# NOTE the country code and no zero at front of phone number

# To direct SMS replies to your registered email address rather than to your registered mobile please
#add "!" to the beginning of the password e.g.
#SMS password=!61422222222@secret123

# Sometimes you may prefer your business name or nickname instead of your mobile number to appear as the sender.
#For example instead of having your mobile number, 0411111111 as the sender you can make the sender "A1 Car Repair".
#To do this insert a Sender ID that is less than 11 characters in brackets after your phone number in the subject.
#SMS password=61422222222(A1 Car Repair)@secret123


###### directsms more expensive. Have guaranteed delivery? #######

# SMS host=directsms.com.au
# SMS password=


 

# Automatic sending list of today's appointments and services
# nothing is sent if there are no appointments
# hour is the morning if in range 6 to 10
# or the evening before if 17 to 22
Appointments list time=0
# will send to this Email if given. The Email version has more info than the SMS list.
Appointments mail=aaaaaaaa@bbbbb.cc
# will send SMS (short list) if mobile is given
Appointments mobile=041234567


# data files cleanup (days)
Keep backups=31
Keep tmp=7
Keep logs=31

# check backup every x days
Backup period=7

# date format using slashes for letters, DOB etc
Slash date=d/M/yyyy

# auto send reminders evening (day) before, ignored if not in range 8 to 21 (hour)
# e.g. Evening reminder=10 will be sent the morning before. If you have a secretary
# set for when she / he is there
Evening reminder=18
# send reminders in morning, ignored if not in range 6 to 10 (hour)
Morning reminder=7
# NOTE: need both values as if first fails because there is no internet connection
# will send again next day

#
# Send extra reminders to clients who often do not attend, just before the appointment
# This is number of hours before their appointment, usually 1 or 2
Extra reminder hours=1


# backup database, cleanup disk in small hours
Housekeeping=3



# Clients who have not had an appointment for this number of days
# Will show in the tree with names coloured blue
Old Clients=90

# Filter default date range around today. Use something like 3 months before to 1 month after.
Filter before months=120
Filter after months=3


# Range of years that can be chosen.
First year=2005
Last year=2020

# ================== Australian stuff================
# You can turn off all the Australian stuff by setting this to true
Hide Australian=false

# Australian MEDICARE bulk claiming - see the manual
#
# You need to be a registered user and have purchased the medicare
# extension software to use the medicare bulk billing.
#
# Servicing provider number. If not given no medicare menus etc will
# appear in the window (they will in the demo version)
MEDICARE Servicing Provider Number=
#
# If the psych who provided the service is not the person paid
# you need to give the payee name and number
MEDICARE Payee Provider Name=
MEDICARE Payee Provider Number=
# MEDICARE Payee Provider Name=Dr Super Man
# MEDICARE Payee Provider Number=1234567X
#
# MEDICARE recipient
MEDICARE recipient=ebus@medicareaustralia.gov.au
#
# MEDICARE server
MEDICARE server=mcoe.humanservices.gov.au/pext
#
# location ID - usually this is automatically generated from your provider number
# MEDICARE location id=TCC00000

# Time to automatically send all bulk bill request to MEDICARE (hour) e.g. 20
# zero if not required.
MEDICARE Send=0
# Hour to get claims processing results e.g. 8
# zero if not required.
MEDICARE Fetch=0
# MEDICARE takes a few days to process claims, give number of days
# before try and retrieve a claim report (0-5)
MEDICARE Wait=1

# Enable this for DB4 in Office menu
#MEDICARE DB4=templates\DB4.rtf, Anonymous

# ================== Australian stuff================

#Service code fee lookups:
80010=119.80
80015=140.15
80000=81.60
80005=102.00
80100=57.80
80105=78.65
80110=81.60
80115=102.50
N0124=250.00


# ===================Australian ==== HealthLink HL7 secure messaging

# Note that we have found that doctors are not interested in using this
# to send referrals! We dont use it!

# this is your HealthLink indentifier (EDI). You need to set this to enable
# the menu and processing options.
#HealthLinkIdent=CRAZYEDI
HealthLinkIdent=
# This is the business name you used when registering with HealthLink
HealthLinkName=Crazy Psych Services
# Automatically look for HealthLink messages at this hour
# Zero if disabled
HealthLink Retrieve=0

#  =================== DropBox ================================================

# when an instance of CleverPsych is suspended this is the number of minutes
# to wait to be sure that the latest version of the database file has been copied
# by Dropbox.
Suspend restart mins=15

# =====================================================================================




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