Statement Layout Designer

This is the template that is used when you select to print a Statement of Account from the PPS Accounts screen. It is possible to change the basic layout of the statement to use a more preferred font(s), and include a companies own practice logo if required.

The user will need to be careful of the type of changes that they make to the layout, as incorrect changes to the layout can cause statement printing to fail. In this case they may have to revert back to the original layout and try making your changes again.

The initial Statment of Account Layout Designer screen allows the user to either select to modify the layout, choose a logo for the Statement of Account itself, or revert to the default layout. There is another option on the PPS Tools menu in 'Set up PPS Letterhead'. This option can be used to enter a practice name/address/contact details without the need to change the Statement layout using the layout designer.

Accounts
The PPS Accounts system includes facilities for you to bill your clients, or third parties, record payments received, and manage all invoices that are overdue for payment. In addition, PPS also offers an additional module called PPS Expense that can be used to record details of practice expenditure. The Accounts system in PPS is not designed to be a full accounts system with ledgers, balance sheets, etc. but it can be used to supply revenue and expenditure information directly to another accounts system by way of exporting the information through reports. PPS Accounts billing is structured into three areas: Charges, Invoices and Payments. Firstly Charges must be created, then an invoice produced, then a payment recorded. A Charge, or charges simply become “line items” on an invoice, and a payment recorded is “allocated” to the invoice. PPS is flexible enough to accommodate all requirements for practice billing including third-party billing, split billing (between client and third party), recording several payments against one invoice, or recording one payment against several invoices. There are various points throughout PPS that enable charges to be quickly created and “paid off” in one step. This single step still produces the correct Charge, Invoice and Payment records.

Address
See: Client - Address

Change
See: Cash Desk; Modify

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.

Include
This is a term used in the PPS Reports Wizard – on step 3 of the selections for your report. On most reports you can select to “include” a selection of details on the printed report. You can un-tick any items that you do not want to include. The “Include” options only apply when the report is printed or previewed – if you are exporting the report to a file or mail merge, then the “include” options do not apply.

Modify
This is the term used throughout PPS to “change” any of your existing records. PPS has buttons on many screens with a <Modify> prompt. Clicking this button will normally take you onto a further screen that allows you to modify the selected details. For more information about modifying various types of record in PPS, see the “modify” entry under the various section of this help guide, for example Invoices – Modify, Appointments – Modify, etc.

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

Revert
Some screens in PPS use a <Revert> button on the tool bar. This means that if you have made any changes to the details on this screen you can use the <Revert> button to cancel those changes and reset the screen back to the previously saved version of that record.

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

Statement Layout Designer
This is the template that is used when you select to print a Statement of Account from the PPS Accounts screen. You can change the basic layout of the statement to use your own preferred fonts, and include your own practice logo if required. You will need to be careful of the type of changes that you make to the layout, as incorrect changes to the layout can cause statement printing to fail. In this case you may have to revert back to the original layout and try making your changes again. To change the Statement of Account layout, select from the PPS Menu: Tools – Statement Layout Designer. You can either select to modify the layout, or revert to the default layout. There is another option on the PPS Tools menu – Set up PPS Letterhead. This option can be used to enter your practice name/address/contact details without the need to change the Statement layout using the layout designer.

Statement of Account
See: Accounts – Statement of Account

Tools Menu
Options on the Tools menu are listed alphabetically in this reference guide under each Section e.g. Look Up Tables.