Please click on any question below to see its answer:

  What does Confidant™ cost?

  If I purchase Confidant™, can more than one user share it? 

  I am not certain whether I’m ready to purchase Confidant™ at this point - is a trial version available?

  What is your return policy?

  What kind of operating system does Confidant™ work on?

  Does Confidant™ work on a Mac^®?

  Do I need any other software to run Confidant™?

  Will Confidant™ work on my computer network?

  How do I install Confidant on my computer?

  Can a single user who is using Confidant™ on a single computer prepare separate bills for several practitioners?

  I have three office locations. Can all three locations be printed on the Invoices that Confidant™ generates? I also have a separate address to which I would like all of my clients' payments to be sent -- can this be done?

  Some clients require a very detailed bill (including complete diagnosis information, tax ID and license information) for submission to insurance while others prefer a very simple bill with minimal diagnosis information. Which invoice format does Confidant™ use?

  Can I transfer my Confidant data from one computer to another?

  When a new version of Confidant is released, and I load it onto my computer, will I lose all of the data I entered into the old version of Confidant?

  Other practice management software out there seems to be too complicated for my needs. I have to go through a number of steps and searches just to enter a simple session note! Is Confidant™ different?

  Confidant™ seems to have exactly what I need. Why is it priced lower than other practice management software I have seen?

 What does Confidant™ cost?

Like the product itself, Confidant’s pricing is straightforward and simple:

   Price: $ 389.00
 
   Shipping & Handling: Included
 
  Total: $ 389.00
 
  New York State sales tax (where applicable) is additional.

 If I purchase Confidant™, can more than one user share it?

Yes. Your purchase of Confidant entitles you to download the program up to 5 times -- you can do this on up to 5 computers, which may belong to you or to others.

I am not certain whether I’m ready to purchase Confidant™ this point - is a trial version available?

Absolutely. If you are not certain that Confidant™ meets your needs, we encourage you to download our free trial version of Confidant. The trial version provides you with almost all of Confidant’s features but supports a maximum of 2 clients and does not allow access to Confidant's CPT Code library and Mental Health Practice forms. (The full version has no restrictions.)

 What is your return policy?

As is standard practice in the software industry, we do not accept returns of Confidant™ since we are unable to control your use of your software once you have downloaded it. 

Please note that if you are not certain that Confidant meets your needs, we strongly encourage you to order a free trial version of Confidant prior to purchasing it.

The trial version provides you with almost all of Confidant's features. (For specifics regarding the features that are not included in our trial version, please see our Free Trial Version page.)

 What kind of operating system does Confidant™ work on?

Confidant works on a variety of Windows operating systems:

Windows XP SP3, Vista or 7

 

 Does Confidant™ work on a Mac?

No. At the current time, Confidant™ is not Mac compatible. We plan to introduce a Mac-compatible version of Confidant in the future, however.

 Do I need any other software to run Confidant™?

No. Confidant is a complete package, and comes with all of the software files needed to run the program. However, if you wish to access the newly-added Mental Health Practice Forms lbrary, you will need to have Microsft Word loaded on your computer.

 Will Confidant™ work on my computer network?

Yes. If you have your PCs networked and have a central server that you use to store files and share them among multiple computers, you can configure Confidant to share the data among multiple computers. (If you are unsure, please contact your IT professional for help in setting up this aspect of the software.)

Prior to attempting this procedure, please be sure to backup your data file.

The first step is to locate your current Confidant data file. (By default, this file is stored in C:\Confidant_2\confidant_data.accdb.) You can move or copy this file out to the share file area on your server. Then, open Confidant.

If you moved the file, you will be prompted to “Locate the Confidant Data File.” You can browse the server and locate the file. Press the Open button when you have found the file.

If you copied the file, then click the Settings tab in the Confidant menu and click the “Select Database File” icon.  You will be prompted for the location of the data file as described above. Once you browse and select the data file, your Confidant software will point to the data file on the server.

This procedure must be repeated for each PC that you would like to use Confidant, sharing the same data. By default, each PC is setup to use the data file on their local hard drive unless you choose a different location.

Please be sure to backup the file on the server on a regular basis.

 How do I install Confidant on my computer?

To install Confidant (whether it's the FULL or TRIAL versions), please follow these steps:

      1. Click on the Confidant download link. ( Click on “Click Here” in the following image.)

      2. A box will open asking if you want to ru n or save this file? Click on Run. (See following image.)

     3. The program will then start to install. A dialog box will open, showing the progress of the installation:

     4. Another box will then open, asking if you “want to run this software?” Click “Run.”

        5. A box containing a message welcoming you to the Confidant setup program will then open. Click on “Next” at the bottom of the box.

  6. The program download will begin.

      7. A box may then open asking whether you are sure that you want to ru n this software?  Click on "Run."

      8. The final installation will now take place -- you're almost done!   

       9. After the installation has completed a message will appear: Confidant Setup has completed successfully. Click “Finish.”

  Can a single user who is using Confidant™ on a single computer prepare separate bills for several practitioners?

Yes. To do so, open Confidant, click on the Settings tab in the Confidant menu and then click the “Select Database File” icon. Once you browse and find your data file, (by default, this file is stored in C:\Confidant_2\confidant_data.accdb), you can copy and paste that file multiple times -- once for each practitioner.

You can then right click on each file and rename it (eg, one file can be named Confidant_2\Confidant_data-DrJones, another one Confidant_2\Confidant_data-DrSmith, with another Confidant_2\Confidant_data - DrWilson. At this point, the image on your computer screen will look similar to the one below.

Once these steps are completed the user can log in with his or her password and maintain a separate data file for each practitioner.
 

 I have three office locations. Can all three locations be printed on the Invoices that Confidant™ generates? I also have a separate address to which I would like all of my clients' payments to be sent -- can this be done? 

Confidant comes with a built-in invoice template. It allows you to display a single office address or multiple office addresses on the invoice. In addition, the invoice format allows you to specify a "Remit to" address.

 Some clients require a very detailed bill (including complete diagnosis information, tax ID and license information) for submission to insurance while others prefer a very simple bill with minimal diagnosis information. Which invoice format does Confidant™use?

It's up to you. Confidant can accommodate both kinds of clients! You can decide which format is appropriate on a client-by-client basis and supply a "concise" diagnosis for a specific patient. That abbreviated diagnosis information will appear on the invoice for that client, while other clients can receive the more detailed invoice that many insurance companies require.

 Can I transfer my Confidant data from one computer to another?

Absolutely. Confidant allows you to easily export your data from one computer and import it into another.  This will allow you, for example,  to transfer your data from your desktop to your laptop, and vice versa, keeping your data current at all locations.  And, whenever you transfer data, you will be able to specify whether you wish to include all of your Confidant data or just a portion of it.

When exporting client and session data, you will be prompted to specify which files to include based on when the records were last updated.   For all other data, all the information will be included. For each piece of data that is being exported, you will need to provide a file location and name.  It is recommended (although not required) that you use the file names suggested by the system.  By default, Confidant recommends a file name based on the data being exported and the current date.  (For example, when exporting client data on January 1, 2003, the system will suggest a file named clients_update010103.txt.)  This will make the files easier for you to identify later for importing.  To accept the default file name, simply press Enter> or click on the Save button.

Importing data will allow you to apply the changes made to the records that have been previously exported.  If a record already exists, all data will be overwritten with the updated data.  If the record does not exist, a new record, with the proper data will be created.  For each piece of data that is being imported, you will need to supply the name of the exported file.

 When a new version of Confidant is released, and I load it onto my computer, will I lose all of the data I entered into the old version of Confidant?

No you won't. Confidant designs each of its updates and new releases to be backward-compatible. Thus, whenever you download a new version of Confidant, all of the data that you previously entered into the old version of Confidant will automatically appear in your new version.

 Other practice management software that I have seen just seems to be too complicated for my needs. I have to go through a number of steps and searches just to enter a simple session note!

Confidant prides itself on its simplicity and ease of use. The main screen opens once you provide your logon ID and password and provides you with a pull-down list of your current clients. With the click of your mouse you can open any client's record and view, edit or enter session information, and so much more. When done, you can click on another button to conveniently print a hard-copy for your files.

 Confidant seems to have exactly what I need. Why is it priced so much lower than the other practice management software packages I have looked at?

The answer to this question lies in Confidant’s origins. Confidant began as a customized software solution for a clinical practice which was unable to find an easy-to-use and cost-effective product to help it manage their private practice. So, instead of spending their money on a product that did not truly meet their needs, they opted to have a system custom developed for their practice.

The mandate given to the developers was a simple one: create a system that does exactly what the practitioner needs - and does it in the most straightforward way without undue complication or unnecessary “bells and whistles”. In compliance with this mandate, Confidant’s software engineers carefully considered each feature of the program before it was included.

After using the system over time and seeing how greatly it benefited their practice, they decided to share Confidant with the world!