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)
Using the Task List
Viewed 495 times since Fri, Oct 8, 2010
Viewed 560 times since Mon, Dec 20, 2010
Sending an E-Mail
Viewed 572 times since Fri, Oct 8, 2010
Label Print Spool
Viewed 693 times since Tue, Dec 21, 2010
Viewed 820 times since Mon, Oct 4, 2010
SMS Text Message
Viewed 650 times since Wed, Dec 22, 2010
Viewed 496 times since Tue, Nov 9, 2010
Viewed 700 times since Thu, Dec 16, 2010
Viewed 931 times since Tue, Dec 7, 2010
Client Contact Note
Viewed 811 times since Mon, Dec 20, 2010