Custom Forms Maintenance

PPS provides the ability to create and maintain a multitude of customised forms for your practice. These forms can be from a simple client discharge summary to a fully detailed assessment form with images and graphs in use.

Each form is contained within a category that is denoted by a folder structure within this screen. Clicking the ‘New’ button will allow the user to create a new form. Alternatively, once a form is highlighted, it can be modified or deleted using the appropriate buttons respectively.

When adding new Customs Form into the system a ‘Form Category’ and ‘Form Heading’ will be required, along with the options of making the form active or inactive, and optionally adding this to a ‘Favourites’ list.

Custom Forms will contain a set list of questions with their appropriate headings and sub-headings. The questions created are unique to each individual form though existing questions and answers can be used in other forms when required. Moreover each form can have its own style and appearance depending on the user preference, along with questions being ordered into any sequence the user wishes.

Additionally, Custom Forms can also be loaded and saved manually from one PPS system to another.

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!

Create
See: Add; Charge – Create

Custom Forms
See: Custom Form

Favourites
PPS offers a wide variety of reports for which you can select a broad range of selections, criteria and breakdown options. You have the option of adding any report, including your selections, criteria and breakdown options to a list of Favourites. To access your favourite reports, these are displayed alongside all other PPS reports and are accessed from the PPS Menu: Reports – PPS Reports & Mail Merge. This screen has a “favourites” section in the bottom right corner. To add a report to your favourites list, simply select any report from any section, and select the <Open> button for that section. The PPS Report Wizard screen appears allowing you to make your selections for the report – this screen has an <Add to Favourites> button (if you open one of your current favourite reports, the button prompt is <Update Favourites>). When you add a report to your favourites, you can add a Title and Description that will appear on the main PPS Reports menu screen. All your selections for the report are saved so that each time you run the report you do not have to make all your selections again.

Form
See: Custom Form

Images
See: Charts; Document Library.

List
List is the term used to describe information that either appears on the screen or on a report in rows and columns. The term List is also used in PPS as a list of items such as menu, or list of entries such as a look up table. See also: List style diary.

Options
PPS has a screen on the PPS Tools menu called Options. This screen can be used to set up a wide variety of system settings that affect the way that PPS works. You can make your changes to these areas and press the OK or Apply button to save your changes. The Options screen has four tabs along the top: General, Custom Client Fields, Set Up Client Contacts, and Clinical Notes. See the entries under each of these sections for more details, for example Options – General.

PPS
PPS is the acronym for “Private Practice Software”.