Client Contact Note

Creating  a client contact note can be done by either selecting from the PPS Menu > Activities > Client Contact Note or select from the PPS Menu > Activities > Activities List, then click the 'New' button and select Client Contact Note.

As with all PPS activities, you can select a Due Date and Time, priority, select which practitioner is responsible for the activity, and which system user is responsible for completing the activity.

You can enter a heading and notes – these describe the activity, or detail your actions towards completing the activity.

All activities have a selection of options to include the activity on the daily task list and the appointments diary printout. You can enter completion details when the activity is complete, or postpone the activity to become due at a later date.

Action
See: Personal Action

Client
Client records are the hub of your PPS database. PPS refers to these records as “Clients” rather than “Patients” because PPS is used across a variety of business and clinical disciplines, some of whom use the term “client” and others use “patient”. A client record can have either minimal details entered, such as first name and surname, or can be a comprehensive range of details including full address/contact details, alternative addresses, DOB, sex, “known as”, full profile details including “source of introduction”, occupation (plus a range of entries you can set up yourself). In addition you can associate a variety of third-parties to clients such as doctors, insurance companies, etc. The more comprehensive the details you store for each client, the greater the opportunities to use these details in your reports and mail-merge operation. For example, by recording the “source of introduction” for each client (such as yellow pages, local advert, recommendation, etc.) you can run almost any report in PPS to show a breakdown by “source of introduction”, for example “practice revenue” by “source of introduction” will show where you earn the most money from – thus where you should concentrate most on your advertising!

Contact Note
See: Activities

Details
This is a generic term used to describe the information stored in any particular part of PPS. For example Main Client Details is the information you enter to this screen. In addition, there are several “notes” type fields that allow you to enter further “free text” details against a record – these are also sometimes referred to as Details.

Patient
See: Client