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.
Activities -> Activities List or Task Bar -> Activities
The Activities List is printed from the Reports option. (See Reports -> Activities Reports)
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Creating a Personal Action
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Sending a Message
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SMS Text Message
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Preparing a Label
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Sending a Letter
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