Label Layout Designer

Activities
Activities in PPS are a way of keeping a record of contacts, telephone calls, letters, etc. that you have with your Clients or Third-Party contacts. Activities can all have a specific PPS User, and Practitioner assigned to them, and can be scheduled for completion in the future or immediately. Activities appear in the Client Log for each client, as well as on the Activities List and the Task List. A System of colours is used to denote activities that are: Due – Green; Not yet due – Orange; Completed – Purple and Overdue (task list only) – Red. See Also: Activities – Activity Types

Appointment
An Appointment is an entry in the Appointments Diary for a client. When you set up your diary, you are setting up the free appointment slots. You then book Appointments into these free slots. Each Appointment can be marked with a status, represented by a colour, to show that the client has arrived for their appointment (green), is currently being seen by the practitioner (orange) or the appointment is completed (purple). You can also mark an appointment as DNA (did not attend) and select a reason why the client has not attended – these are marked in red. When booking an appointment on the diary, this is normally done by highlight a free slot then selecting to add the new appointment. When doing this, the appointment details such as date, time, duration, diary user, treatment room, etc. are already known and you do not have to enter them.

Code
See: Charge – Code; Diagnosis Code; Outcome Code

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.

Labels
Labels in PPS are Address labels that you can print and use on envelopes if you do not use window envelopes. Labels are an activity type. When you prepare a label, it can either be printed now or later. PPS Prints to either a dedicated label printer such as the DYMO LabelWriter™ or standard A4 label sheet layout which is 2 across by 8 down. The Avery™ label code for this style of label sheet is L7162. PPS has a label print spool that can be used to print a whole A4 sheet of labels at once, by accumulating individual labels gradually until a whole page is full. Alternatively you can also print a single label on an A4 sheet in any position, so you can run a single A4 sheet through your printer several times printing one or two labels in selected positions each time. To prepare a single label to print now or later, select from the PPS Menu: Activities – Prepare a Label. You can also print many labels at once by selecting “Labels” as the output from a PPS Report. To do this, select from the PPS Menu: Reports – PPS Reports & Mail Merge, then select a suitable report that will produce a list of client names and addresses to prepare labels for such as Client Lists. Run the report through the Report Wizard, and in the report output options select Main Merge. Then on the Mail Merge output screen select Labels. You can also print appointment details on a label when booking a new appointment.

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

Print
You can print various types of information in PPS including client details, clinical notes, Invoices, letters, and a wide variety of reports. All printing in PPS is done using your standard Windows printer driver for your selected printer. Many screens in PPS have a <Print> button that is used to print details for that part of the system. See also: Reports – Report Output.

Printing
See: Print

Time
See: Activities – Time; Appointments – Time