Power Diary

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.

Puntos a favor

- 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

Puntos en contra

- 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

We moved from Front Desk PM to Power Diary after 12 years. We were naturally anxious about how the information would be migrated to the new system, and whether the system would be able to handle the frequent, high intensity use our multi-practitioner, multi-disciplinary team demands. We have 42 users, and 29 practitioners so we needed a system that was responsive, adaptable and customisable and easy to use. Power Diary has been all these things in the two weeks we have used it, and anything we couldn't use the team were an email (and a phonecall) away, fixing issues for us, helping us navigate and making our lives easier.

Puntos a favor

The flexibility of the product and the willingness of the support team to take on suggestions for improvement or tweaks that would improve functionality further.

Puntos en contra

Would love to drill down a bit more on the toggle restrictions but will be passing that suggestion on.

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.

Puntos a favor

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...

Puntos en contra

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.

It had made it far easier for me to manage my practice in an integrated fashion. I’m essentially using just one to to book appointments, invoice clients, send reminders, keep notes, send letters, manage finances etc. It takes a while to have everything running from PowerDiary but it’s worth putting in the time.

Puntos a favor

The thing I really like about PowerDiary is that even with only a single diary, there are no limits on the number of users. Importantly, it is also very user friendly. There are multiple admin staff where I practice and it doesn’t take long for new users to get comfortable with the key features.

Puntos en contra

I think the main limitation is the lack of internal messaging. I would appreciate admin being able to send me a message that appears in the program for a different user.

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.

Puntos a favor

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

Puntos en contra

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