Personal Actions

Personal Actions
Personal ActionsA Personal Action is a PPS Activity record. You can use a personal action as a personal reminder, or “to-do” item. A personal action can optionally be related to a client or a third-party contact.

You can create a Personal Action by either selecting from the PPS Menu > Activities > New Personal Action; or select from the PPS Menu > Activities > Activities List, then click the 'New' button and select Personal Action.

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.
 

Related Articles
Exporting Client E-Mail Addresses
Viewed 212 times since Tue, Dec 6, 2016
Archived Activities
Viewed 541 times since Tue, Nov 9, 2010
Mail Merge
Viewed 357 times since Tue, Dec 6, 2016
Preparing a Label
Viewed 573 times since Fri, Oct 8, 2010
Sending a Letter
Viewed 652 times since Fri, Oct 8, 2010
SMS Text Message
Viewed 677 times since Wed, Dec 22, 2010
E-mails
Viewed 931 times since Wed, Dec 15, 2010
Letters
Viewed 983 times since Tue, Dec 7, 2010
Using the Task List
Viewed 514 times since Fri, Oct 8, 2010
Label Print Spool
Viewed 726 times since Tue, Dec 21, 2010