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Latest CounselPRO updates

V2019.10:         -Two new default reports have been implemented.  Individual Student numbers by Ethnicity calculated on a monthly basis, and also calculated as a total over a selected year.  So if a student is seen in March and June, they will count twice in the monthly report, but only once in the yearly report.  For your information each report can also be printed in pdf format, and each report is also automatically created as a csv file.   Once you’ve created the report,  viewed and then closed, you’ll see the newly created csv file in the CP-DOCS folder (the folder icon on the Reports and Charts screen).

V2019.8:         -You now can Nominate a Counsellor to be the one that can print off all other counsellors graphs and reports  (ie stats), and is also the one that gets the reminder to do the backup of CounselPRO when exiting the program.   Other Counsellors (the non nominated counsellors ) can only print their own stats and the overall stats in the graphs and reports section.  The default nominated Counsellor is Counsellor No.1.  To change this go to the Business details section and change to Administrator to see the Administrator options.  Change the Nominated Counsellor Number there.

V2019.8:         -When adding a new session for a student, the Session Type, Classification, Sub Classification and Referred records will now be filled with the same information from the previous Session entered for the student/client.  This should save some time entering the session information used for stats.  If you do not want this to happen, go into the Business Setup screen, change to Administrator and then uncheck the checkbox “Copy previous session info”.

V2019.6:         -The unique folder for each student/client is now defaulted to the same folder location as your database.  So if you have your database in a folder on the School Server, then when you click on the folder icon for the selected client in the Session or client screen, the program will look for the folder on the School Server.  If you do not want this to happen – you want the unique folders to be on your local computer, then go into the Business Setup screen, change to Administrator and then check (put a tick in) the checkbox “Client folders on local drive”.  If you keep the folders on your school server then you won’t have the possibility of losing the information in these folders when changing computers or your computer crashes.

V2019.6:         -Some help videos are now available. These will be updated when new features are added to CounselPRO or to re-inforce some of the trickier concepts. You can access these from the CounselPRO Main Menu (after v2019.6) or from the CounselPRO schools support page on this website. If there are any requests for more help videos, please let us know.

V2019.6:         -You can now set up GROUPS of Students and have all students automatically updated when you add a new Session to a Group.

V2019.4:         -You now don’t need to log out of CounselPRO and log back in as Administrator to perform various      “Administrator” tasks.  As long as you know the CounselPRO Administrator password you can perform these tasks while still logged into the program as a Counsellor.

V2019.4:         -Ability to share individual Sessions with another Counsellor or All Counsellors.  This might be useful if you have  a Student Counsellor, or if you don’t want to Share all sessions with all Counsellors (ie. View all notes), but want the flexibility to be able to share the occasional session information with another counsellor.

V2019.4:         -New update method.  Can check for updates and install very easily from within the program.  NB : A Password will be required so only paid up Supported Clients will be able to install the latest update.

V2019.4:         -Tag vulnerable students/clients with an updated Filter.  The filter is able to be populated with a list of “tags” set by you, the Counsellors.   You can then view and print the filtered list.

V2019.4:         -CounselPRO has been modernised with an updated new look. Feedback welcomed. 🙂

V2019.4:         -CounselPRO has a new version just for Administrators. Any Administrator can install the new version and do the import of students, add Counsellor names etc without having access to the Session/Consultation notes section. The Level 2 password is not required. This should help to make life easier for busy Counsellors.

V2019.3:         -Any csv file containing your students can now be imported using the Self Designed import option (to go along with the Kamar, PC School and Musac import options.

V2019.3:         -Add your own web link – so you can easily go to the website of your choice from within CounselPRO.

V2019.3:         -When searching for a client under the Lastname option, you can type in Lastname,Firstname.  eg Smith,S   to find a lastname of Smith with a firstname starting with S.  a,b to find the first person with a lastname starting with A and Firstname starting with B.

V2019.3:         -Option to alter “Consultation” to your own individual choice eg “Session”, “Meeting” etc.

V2019.3:         -New Gender option.  NB : Non Binary for those that don’t identify with either Male or Female Genders.  Reports, pdfs and csv files have been re-designed to include numbers and totals for this Gender.

V2019.3:         -If the View all Notes option is selected, you can now block individual clients from sharing their notes with other Counsellors.

V2018.11:        -Print students consult list in date order – with or without notes, between any two dates .  (this also applies to the report for all students between any two dates.)

-There is now an automatic monthly reminder for backing up the database. (On Counsellor 1’s program only).  The CounselPRO Backup Database system is important to run as it compacts the database and fixes small problems as well.

-New Minimize and Maximize buttons.

V2018.9:          -New Classification Filter checkbox to enable Consult List and Student List reports of students seen for one particular classification.

-A new Graph has been added so you can compare three years of data for one particular classification.

V2018.4:          -There is now the ability the change a Counsellors level1 password from within the program if they have forgotten it. You will need to login as the CounselPRO Administrator, then go to the Business Setup Screen.  Click on the Counsellors Name that you want to change the password for, the click on the LOCK icon, and follow the prompts from there.

-Instead of manually going through all students who have left or are in Y14 to check if they are still classed as active or not, there is a button to remove all Active tags from these students.  You can always go back and make active the one or two students who have left that you still see.

-You can filter the students by Year Level as well now.

-There is now a filter for the detail1 field.  You may want to highlight various students at risk for example .  This filter may help with that.  The filters stay active for printing as well (Student List). Eg If you want to print a list of all students with the same text in the detail1 field, you click on the filter button to the right of the detail1 record, then click on Student List to just print those students.

-You can now printout all the Consultation fields you have listed.  Go to the Consultation Field window then click on the printer icon.

-You can now add automatic (or one off) Headings for each consultation.  (A Template)

These changes are also detailed in the latest manual.

Thank you to all the Counsellors who have asked questions and made suggestions about improvements that could be made in the program.  With your help the program will continue to get more and more useful to all Counsellors.

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Client Recommendations

  • Testimonial from Villanova College (Aus) after 3 years of using CounselPRO

    CounselPRO by Microsale. For schools or private practice.

     

    As a school counsellor of 20years experience I have found the careful [and secure] keeping of records of more and more concern. The amount of paper build up in the office is incredible and then there are all the records of those clients who are no longer active. I have tended to send them to the past school records secure area but of course some students [who I’ve seen in grade 5 – when our school begins] might go dormant and then resurface in later years so I need to keep those records accessible for at least 8/9 years. And then there is the various paper reports [WISC’s, WIAT’s, Conner’s etc]. All in all I’d gradually come to the decision that I need to make the dive into the 21st century and go paperless as far as possible. So, with my colleague [who is a psychologist], I began to look around.

     

    It wasn’t a quick, or easy search [Google may be your friend but, despite the reputation it can’t give you the answer when you don’t even know the questions!] but eventually we were able to settle on a program that we thought would meet our needs – and you can even download a trial version.

     

    That was two years ago and we both think it was one of the best decisions we made. The program is called CounselPRO and comes from New Zealand [all but local!] in both school and private practice versions. It already met most of our needs but it was also customisable which is a real bonus.

     

    Rather than try to explain it all let me list some of the features.

     

    • Fully searchable database
    • Ability to choose between active/non-active and all databases.
    • Future appointment making and past consultation recording
    • Full client details data page [including facility to include a picture – a bonus for those of us who have trouble putting faces to names or vice a versa]
    • Ability to print a complete client report of all sessions.
    • Ability to scan images, reports or add any other electronic files [such as e-mail] to unique client folder.
    • Ability to classify [and even sub classify] client presenting issues [eg Grief & Loss – sibling]
    • Ability to graph [bar, pie, line] entire client group in any particular year according to classification, sub-classification, consultation type, ethnicity, referral – and many others. Also possible to do a comparison graph over years of practice.
    • Ability to produce reports of same.
    • Ability to customise business details, consultation fields, appointment times etc.
    • Note writing facility with the usual formatting, spell check etc.
    • Built in back up / copy file facility.
    • And more that either don’t apply to my circumstance or I haven’t discovered yet!

     

    Add to all that excellent service and backup support [the owner of the company can link to your computer if you wish it to help sort out those issues you might have on a time by time basis using a program called Team-viewer].

     

    I don’t often write a testimonial but this program is too good to keep to myself. I’d also like to say that I receive no benefits from this review [other than know I’m possibly doing my fellow counsellors a good turn.

     

     

    Adrian Hellwig FACA, M Bus [Communication], B.Theol, Dip counselling]

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