LePsy v5

Software for Psychologists and Therapists

Version history

4.01 – January 23, 2020 – Correction
Adjustment in the import process of data from previous versions in order to correct a problem with the display of birthdays.

4.02 – January 25, 2020 – Improvement
Added the possibility to send a personalized form by email.

4.03 – February 4, 2020 – Improvement
Added the detail of the payment on report. Added the possibility to write the file number on the receipt of the assistance program.

4.04 – February 6, 2020 – Correction
Fixed an issue with automatic text template insertion when adding a consultation from the calendar.

4.05 – February 24, 2020 – Correction/Improvement
Fixed a visualization problem when printing a progress note. Addition of a process which updates the signature of a progress note when updating the coordinates.

4.06 – February 24, 2020 – Improvement
Added the ability to quickly filter customers who have an appointment by today’s date. Added an indication for the birthdays of the day in the birthdays viewing button.

4.07 – March 9, 2020 – Correction
Adjusted the process of deleting a consultation via the minimalist calendar in order to eliminate a window closing problem. Adjusted the process of creating a client from the waiting list to correct a title issue on reports.

March 08 – 25, 2020 – Improvements and additions
Preferences: Added the possibility to define if the customer’s address is displayed on the receipt. Customers: Added the possibility of entering a password in order to secure the sending of PDFs. Personalized forms, receipts and account statements are integrated into the secure PDF process. In addition, it is possible to generate a secure PDF for progress notes and reports.

4.09 – April 16, 2020 – Improvements and additions
Minimalist agenda: It is now possible to duplicate an entire week with a single click. It is also possible to create a recurrence directly from the calendar.

4.10 – August 29, 2020 – Improvements and additions
Minimalist agenda: It is now possible to send reminder emails or texts to your customers. These shipments can be done individually or in groups.
Expenses management: By entering the values ​​of taxes, they are calculated automatically.
Customers: It is now possible to remove the automatic formatting in “proper name” in order to be able to enter a name in upper case.
Customers: It is now possible to configure the software to ensure that a file number can be generated automatically from information entered in the customer file.

4.11 – October 3, 2020 – Improvements
Printing of financial forms: Added the possibility of generating a PDF via the header bar. Thanks Catrine for the suggestion!

4.12 – October 10, 2020 – Improvements
Added the ability to send reminder emails directly through an SMTP server.

4.13 – Novembre 26, 2020 – Improvements
Added the ability to configure email content for receipt. Optimized forms output.

4.14 – Novembre 30, 2020 – Improvements and correction
Added the possibility of configuring the display of “Unpaid” mention on the agenda. Adjusted the process of transferring a client from the waiting list to the client list in order to correct a problem with the user details.

4.15 – December 8, 2020 – Improvements
Added the ability to configure the subject of receipt and reminder emails. Added the ability to select the items that appear on the printed form of the agenda.

4.16 – December 15, 2020 – Improvements
Added the possibility of inserting a LOGO for additional business places. Also, it is now possible to generate an invoice number for each business location.

4.17 – Decemer 16, 2020 – Improvements
Added the ability to insert a Zoom, web or other details link in reminder emails.

4.18 – December 23, 2020 – Improvements
Added the possibility of configuring the presence of the file opening date on the forms for printing progress notes and reports.

4.19 – March 8, 2021 – Improvements
Added the ability to encode a sequential number to the file number generation process.
Added a “blue” color to the progress notes states. This state makes it possible to exit the consultation of the statement but to continue to appear on the statements of account.
Added the possibility to select the speaker in the calendar. This option is for group use of LePsy software.
Added the display of statistics of your data via graphs.
Added the possibility of configuring a customer so that cash receipts are done automatically.
Added the ability to print batch receipts from the calendar.
Added the possibility of numbering a text template so that it is inserted automatically in the X consultation.
Added a “Supervised” box to progress notes.
Added a button that allows to export personal expenses in an EXCEL file.

4.20 – April 8, 2021 – Improvements
Added the ability to configure custom tags for text templates.
Added the ability to display your signature on personalized forms.
Added the possibility to print the duration of the consultation on the receipt.

4.21 – July 6, 2021 – Improvements
Added the ability to display the note from the “Details” tab of the customer on the agenda.

4.22 – October 1, 2021 – Improvements
Added the possibility of centralizing your general documents in the LePsy software.
Added the possibility to automatically save your progress notes during writing.

4.23 – November 9, 2021 – Improvements
Added the possibility to enter a Zoom link in the preferences.
Added the ability to send general documents by email.
Added the possibility of configuring prices by type of consultation.

4.24 – January 5, 2022 – Improvements
Added the “Type of consultation” tag to reminder emails.
Added a module to manage your business and personal trips.

4.25 – February 8, 2022 – Improvements
Added the possibility to configure a consultation with color displayed on Schedule.

4.26 – February 11, 2022 – Improvements
Added “Unpaid” mention to the schedule if the consultation is not paid by Financial Support Program.

4.27 – February 17, 2022 – Improvements
Added the possibility to facilitate the insertion of reminder emails in the customer file.
Added the management of customers who have an interest in last minute appointments.

4.28 – March 25, 2022 – Improvements
Added the ability to display the age of the customer including months and days.
Adjusted receipt submission process to add “Received” and date to PDF title.
Added the possibility to send the receipt from the “Fee details” tab of the progress note.

4.29 – April 6, 2022 – Improvements
Added the ability to display the duration on the printed progress note.
Added the possibility to display the summary (ex: Note #1) on the printed progress note.

5.0 – May 1, 2022 – Improvements
Version 5 of the LePsy software has undergone a complete rewrite to cope with new versions of Claris/FileMaker. Significant structural changes have been made. Optimizations at the level of various processes have been configured. These major changes will bring no destabilization for existing users of LePsy software while preparing a bright future for new users.

5.01 – May 11, 2022 – Improvements
Quick filter by icon: added the possibility to choose a color in order to filter even more precisely.
Waiting List: Added the ability to register a client’s interest for a last minute appointment.

5.02 – May 17, 2022 – Improvements
Added the possibility to enter a default duration in the preferences. Thus, when creating a customer, the duration is automatically entered.
Added the possibility to enter the note to the client for each consultation on the statement of account.

5.03 – June 15, 2022 – Improvements
Added the possibility of entering the consultation invoice number on the statement of account.

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