Does it all

Like how I wrote in the pros, I just love that Power diary does everything I need to run a business and there's scope for even more than what I need should my business grow and use more staff etc. I have often read about other practitioners frustrations about their (different) software program but I never have these same issues so power diary must have got all these things sorted. Plus the staff get back to you quick should you need help finding out how to do something. Talking of staff, they were amazing at helping me transfer all my old file details across when I first set up in Power Diary, otherwise it would have been a huge mission, especially putting all my stock into the system.

Pros

I Love the ability to integrate all aspects of running a naturopathic business from the diary, email confirmations, text messages that remind the client, invoicing, connecting with xero accounting, allowing my accountant access to the stuff she needs but nothing else, total lockdown of clients session info once saved, or save in draft mode if additional info needed to be added after an email, all details in the one place including any correspondence I have with client, ability to send birthday messages and newsletters in bulk, stock inventory and can even take payments. Really, the list goes on...

Cons

I think the only things I don't like is that you need to use quite a few clicks to get to different places rather than hover with mouse and get an instant dropdown box, but then even my bank is like that and I'm a bit fussy with easy tech stuff. Really, it's not an issue and has been getting better over the years.

Review

Overall Power Diary is meeting the needs of our business however we have had to make a large number of changes to our processes and way of working with our clients to accommodate Power Diary. There are a number of functionalities that we would like to see.

Pros

- Visually appealing - Ability to produce multiple reports - Simple and easy to use calendar and client set up - Client online booking portal - Medicare processing - Data consistancy

Cons

- Limited functions available on the calendar - cannot view single day of the week for multiple weeks - Unable to limit who access notes and profile information - anyone with can access client notes and view client profiles regardless if the client is allocated to them or not - Unable to create an overall number of sessions used in a session pack per year - this is still tracked manually

Not too bad, with potential

Overall it isn't too bad, Notes are quite good. And staff are good. However, it does remain a very restrictive platform with multiple irritating imperfections. They are keen to listen and let you know they are making changes, but the role out is extremely slow and slightly disappointing following the long wait. They have the potential to be very good if they implemented the changes they say they would do, but sometimes get they feel they are complacent with their product.

Pros

Support is good in that staff to try their best to help quickly with the availability they have. Have some good features e.g notes. It can be a cheaper option if you avoid using SMS. (This is where they make up the difference.)

Cons

They take a very long time to implement changes, yet they can implement changes fast if need to such as adding telehealth during COVID 19 in a week (if they didn't they would have lost business). They discussed intake forms since I started a year ago (and has been a popular demand by many users) and still just talk of it happening, yet keep you hooked by saying coming in a few months. They make their money on SMS so be careful , never known SMS to be so expensive. They recently did a user interface facelift with new features. It is still quite dated compared to competitors and you're restricted to what you can do. They could do with a graphics designer or ergonomic designer on their team.

Great Office management software

Power Diary provides us with a great calendar system, sms reminders for client appointments, financial management of client invoices all covered as is link to Stripe!

Pros

Versatile, many different options, ease of use, links to google calendar, fantastic support for any problems encountered

Cons

can get a bit pricey when more than 8 calendars used. Also, when all diaries are displayed, it is very difficult to view each

Power Diary helps me save time

I don't have any double handling...I can email clients and other health professionals straight from the software which links to the respective client's file.

Pros

Tailored client note functions, easy accounting with feeds to Xero, and a willingness to look at adaptations to suit the needs of my business. Also, support by Australian's which is thorough, quick and friendly. Client Portal

Cons

Still a few aspects of the note forms requiring changes to make extra helpful notes for my clinic.