Note: This guide is intended for PhysioTools Online users only
The following guide will take you through downloading the PhysioTools Connector which enables PhysioTools Online to work within the PPS Consultation screen.
Firstly you will need to download and install first the PhysioTools Online Connector software from http://www.physiotools.com/PhysioToolsConnector

Once downloaded you will need to 'run' the software install by double clicking the file. (Your preferred web browser may instead just ask if you wish to Run the file after the download has finished)

The 'Setup Wizard' screen will appear. Click on Next and follow the onscreen prompts to install the software.

This is known as an "MSI package" which installs by default to "C:\Program Files\PhysioTools" for 32bit Windows and "C:\Program Files (x86)\PhysioTools\" for 64bit Windows.
Once the PhysioTools Connector has been installed, from within PPS, you will need to go to the PPS Menu > Tools > Options > General System Options, and then click onto the Clinical Notes tab.

Tick to activate PhysioTools, and confirm the command line connects to either "C:\Program Files\PhysioTools\PhysioTools.exe" if you are on 32bit Windows or "C:\Program Files (x86)\PhysioTools\PhysioTools.exe" for 64bit Windows. Once done, click OK.
Once this has been done, you are now ready to activate PhysioTools through PPS. If you navigate to the consultation screen with an appropriate client selected, and click on the PhysioTools button. You will be presented with the following screen.

You can then click on OK which will bring up the following screen.

You will then need to fill in the form and wait for PhysioTools to activate the link between PPS and PhysioTools for your account. You will receive an e-mail which will confirm that you are now able to start using PPS with PhysioTools.
This concludes the PPS Help Guide. 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! Clinical Notes The Clinical Notes facility in PPS is available in the “Professional” version of PPS. This includes screens to record your Clinical Notes, manage Treatment Episodes, complete specific forms (Custom Forms) including body charts and your own questionnaires, etc. All Clinical Notes are structured into the framework of Treatment Episodes. Although some of you may be used to slightly different terminology, PPS uses “Treatment Episode” to define a specific course of treatment for a specific condition, and “Consultation” as the individual treatment sessions/consultations. Therefore each time you see a client – whether or not it is an initial consultation/assessment or a follow up treatment – this is known as a “Consultation”. You can have more than one current Treatment Episode per client if required. When you select to record clinical notes, PPS checks to see if there are any current (not completed) Treatment Episodes for the client. If there is more than one, you can choose which one to record your consultation notes for. Otherwise a new Treatment Episode will be started, and this consultation will be consultation number one for the new Treatment Episode. When you complete the consultation, you can enter set up the full details of the Treatment Episode including the name, number of consultations required, diagnosis details etc. See: Treatment Episode for more details. For more detailed information about recording clinical notes and consultations, see: various entries under Consultation and Custom Forms. 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. Form See: Custom Form Known As When recording your client details, you can select for each client the name that the client is known by to you. This can be useful if the name that you use to refer to the client is different from how you would address the client in letter (you can also specify the “salutation” to use when writing to the client). If you have entered the Known As details, then when the client’s details are displayed on most other screens in PPS such as the Clinical Notes and Accounts screens then the “known As” is displayed in parenthesis next to the proper client name thus: Jean Ainsworth (Jeanie). Line See: Charts - Annotations Notes See: Client - Default Notes Entry 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”.
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