A method and system for automatically managing multiple different functions of an office by storing or linking together multiple different types of data that is normally stored separately, such that summary reports requiring data from fields normally not stored together can be created efficiently and effectively, and a method and system for automatically selecting client education, marketing or other business-related information or materials from a stored collection of such information or materials based on selection criteria established by the business, such that the selected information or materials are targeted to the specific client based on demographic and other client information and scheduling and other business information. In one aspect of the invention, a patient education module has a library of content on hand. The information and materials play automatically to a designated monitor near the location of the client and the material viewed is documented in the client's electronic record with customized notation by user. The material viewed has a supportive component hand-out or supportive accompanying written information that is automatically printed at the receptionist desk at the time the material is viewed on the monitor by the client.