Client Log Screen

Client Log
The PPS Client Log is a screen that shows a comprehensive range of information for each individual client. Firstly the client name, address and contact details, then a summary of the information from the Main Client Details that you have selected to show on the Client Log screen. This includes profile, contact and notes details.

Folder Structure
The “folder” structure on the left of the screen can show selected categories only. For example, if you click on the “Appointments” folder, then the main list will only show appointments. Some of these folders have “sub-categories” – use the small + button next to the folder to open up any sub category folders to define your main list even further.

The main section of the Client Log screen shows a “journal” of all records you have created for that client. Any records in the Client Log can be shown in the “Journal” list by highlighting the record and selecting Open from the toolbar, or by double-clicking on the entry in the list.

Auto Preview
You can switch on/off, an Auto-Preview pane, which will show details of the currently selected record in the list. This can save time if you compare this method to opening each individual document that you wish to view.

Certain record types can be printed from the client log, such as Invoices and clinical notes records. Just highlight the record in the list and click the Print button.

Colour Status
Certain records in PPS such as Appointments, Accounts, and Activities use colours to indicate their status. At the bottom of the Client Log screen there are several “Status” buttons that you can select to “filter” records shown in the list, for example you can select to include/exclude records with a Purple (completed) status. The default setting is to “include” these records, click each button to “exclude” these records from the list -you will notice that the tick then has a line though it when excluded.


Related Articles
Deleting a Client Record
Viewed 715 times since Fri, Oct 8, 2010
Medical History
Viewed 1010 times since Mon, Oct 4, 2010
Printing a Client Record
Viewed 570 times since Fri, Oct 8, 2010
Searching for a Client
Viewed 1311 times since Fri, Oct 8, 2010
Creating a New Client Record
Viewed 682 times since Fri, Oct 8, 2010
Client Browse
Viewed 680 times since Mon, Oct 4, 2010
Client Details Screen
Viewed 3877 times since Fri, Oct 1, 2010
Modifying a Client Record
Viewed 547 times since Fri, Oct 8, 2010
Consultation Screen
Viewed 4569 times since Mon, Apr 18, 2011
Document Library Records
Viewed 1424 times since Mon, Oct 4, 2010