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Medical History
The medical history is primarily set up in the form of a Yes/No answer questionnaire. For each question, you can select to be alerted if Yes, or No is answered (as appropriate) to each question. To set up the medical history questionnaire, select from the PPS Menu: Tools > System Setup > Set Up Medical History.
From the main client details screen, using the 'History' button on the client screen toolbar will show the medical history. Once the questionnaire is completed, any questions that have been answered “adversely” will be shown in the Client Log screen, and in the Medical History drop down section of the Consultation screen in the top right hand corner. You can update the medical history details while reviewing them if necessary from either of these screens.
Summary and Review
Along with answering Yes or No to questions, you can write a summary description to go along with the answer, along with marking a review date for that question, so that if the client has a condition that needs to be reviewed monthly, PPS can notify you that there are questions awaiting to be re-evaluated.
Did you know? You can run reports based on medical history questions and answers to specify clients who have answered yes or no to specific questions...
If more than one question is outstanding and awaiting a review, PPS can mark all questions as reviewed by clicking on the 'Mark All as Reviewed' button.
There is also the ability to print out the Medical History form if required by simply using the print option in the bottom left. 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! Consultation
PPS uses the term “consultation” to define each time you see a client, whether or not it is an initial session, or a follow up one. PPS has a clinical notes system that allows you to record Consultation notes each time you see a client, and these are all part of a Treatment Episode. If you see a client once, and their treatment is completed in one consultation, then the Treatment Episode will only have one consultation. If, alternatively, you see a client six times before the treatment for the presenting problem is complete, then the “one” treatment episode will have “six” consultations. To access the clinical notes system in PPS, either select from the PPS Menu: Client – Consultation, or click Consultation on the PPS Task bar. You can select an appointment, or client record first if required to give immediate access to the consultation screen for that client. 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. Form
See: Custom Form History
See: Medical History Log
See: Client Log. Notify
Within the PPS Activities system, you can set any activity record to “notify” you when it becomes due. To do this, the activity must have a relevant “due date”, and optionally a “due time”. If an activity has a “due time” then it will become due at that precise time. PPS can be set up to notify you during the day of activities that become due at a precise time. You can set for each systems user how often PPS checks for messages and activities. If an activity does not have a “due time”, or the activity became due whilst you were not logged into PPS, then you will be alerted about all activities that are now due when you log into PPS. PPS
PPS is the acronym for “Private Practice Software”. PrintYou 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. Reports
PPS includes many different reports that you can run that present information accumulated from various parts of the system. There are two main reports options: Summaries and Statistics, and PPS Reports and Mail Merge. In addition to these two main options, there is a variety of other print-outs that you can produce from PPS that are not included in the category of reports. These include: Printing the Diary, Client Details, Medical History and Clinical Notes. You can access the PPS reports options from the PPS Menu: Reports. For more details about the Statistics & Summaries type reports, see: Statistics & Summaries. When you select the PPS Reports & Mail Merge option, a reports selection screen appears – this screen is divided into the various categories of reports that you can run. Most reports (certainly client-based reports) can also be used for mail merge purposes. Select a report from any of the categories and use either the Run option (see: Reports – Run) or the Open option (see: reports – Open). When you select Open, you will be guided through the Report Wizard (see: Report Wizard) to allow you to make your specific selections for the report before choosing a report output option (see: Reports – Report Output). See also: various entries in this reference guide under Reports for further details. For details of individual reports, see: the entry under the report name, for example Charges Report or Aged Debtors Report. Select
A term used when you choose something on the screen. Some PPS screens have a <Select> button, this normally means that you pick an option, or entry in a list, then click the <Select> button. This will “select” your chosen entry and proceed to the next screen, or return to the previous screen with your chosen entry selected. Set Up
See: Medical History – Setting Up; PPS – Setting Up; Custom Form – Maintenance; Users – Setting Up; Letterhead – Set Up Toolbar
Many screens in PPS have a toolbar. This is a selection of “buttons” that can be clicked to perform tasks specific to that screen, or used to launch other screens. Sometimes a toolbar button requires that you select something on the screen first before pressing the button – for example selecting an item from a list before pressing the <Delete> button to delete the selected item. Toolbar Buttons will normally have “tips” that show when the mouse is placed over the button, the tip can give a further indication of what the button does.
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