Using The Activities List

Activities or Task Bar -> Activities

Activities allow you to keep track of various client activities that are not covered by other PPS features such as clinical note taking and accounting functions.

Activities include sending letters or e-mails, sending internal messages, sending SMS text messages, preparing address labels, client contacts, telephone calls and personal actions.

You can view your activities either in the Activity List or Task List.

The Activity List

Activities -> Activities List or Task Bar -> Activities

1.

You can view activities for either a single practitioner or for all practitioners by clicking the Activities For… <Down Arrow> and selecting the appropriate entry.

2.

You can choose to view any combination of activities that are due, Future or Completed activities by clicking the appropriate Include… tick boxes.

3.

You can then select which activity types you wish to view by clicking the relevant activity type tick boxes.

Creating a new activity.

1.

Click <New> to display a list of activity types and select the appropriate entry.

2.

Depending on what you have selected a screen will be displayed allowing you to enter the details of that activity.  (See the individual activity types later in this section)

Processing (changing or completing) an activity.

1.

Highlight the activity in the list and click <Process>.

2.

Depending on what you have selected a screen will be displayed allowing you to change the details of that activity or complete it.  (See the individual activity types later in this section)

Deleting an activity.

1.

Highlight the activity in the list and click <Delete>.  Click <Yes> to confirm the deletion.

Printing the activity list.

The Activities List is printed from the Reports option. (See Reports -> Activities Reports)

 

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