Client Contact Note

client contact noteClient Contact Note
A Client Contact Note is a PPS Activity record and very simliar to a 'Personal Action'. You can use a client contact note as a personal reminder, or “to-do” item regarding a specific patient. A client contact note can optionally be related to a client or a third-party contact.
 
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.

Additional Details
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.
 

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