KB Home > Categories > Activities
Category Articles
Exporting Client E-Mail Addresses
Viewed 238 times since Tue, Dec 6, 2016
You can use the PPS reporting function to export a list of your client's email addresses. The Custom Excel option allows you to build a spreadsheet with data fields specified by you. This guide will specifically look at exporting email addresses... Read More
Mail Merge
Viewed 422 times since Tue, Dec 6, 2016
A Mail Merge is a way of contacting multiple clients with a pre-set template via Email, SMS, or Letter. Section 1 - Configuring your Client Contact Preferences Before you start the process of a Mail Merge you will need to configure your... Read More
Creating a Personal Action
Viewed 493 times since Fri, Oct 8, 2010
Creating a Personal Action Activities -> New Personal Action or Activities -> Activities List 1. Select the person responsible for the action by... Read More
Using the Task List
Viewed 532 times since Fri, Oct 8, 2010
The Task List Activities -> Task List or <Alt +F12> The PPS Task List is your own "To Do" list. It contains activities that are due today (or overdue). And optionally shows today’s activities that you have completed. ... Read More
Archived Activities
Viewed 557 times since Tue, Nov 9, 2010
Archived Activity List The Archive option allows you to archive your older activity records. Once you have archived your activities, they can still be accessed both from here and through the PPS Client Log for each client. Viewing... Read More
Telephone Calls
Viewed 566 times since Tue, Dec 21, 2010
Telephone Call A Telephone Call is a PPS Activity record and very simliar to a 'Personal Action' or 'Client Contact Note'. You can use a Telephone Call as a personal reminder, or “to-do” item regarding a specific patient... Read More
Using The Activities List
Viewed 574 times since Fri, Oct 8, 2010
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... Read More
Sending a Message
Viewed 582 times since Fri, Oct 8, 2010
Sending a Message This is an internal message sent between PPS Users on your system Activities -> Send a Message or Task Bar -> Send a Message or Activities -> Activities List 1. ... Read More
Preparing a Label
Viewed 593 times since Fri, Oct 8, 2010
Preparing a Label Activities -> Prepare a Label or Activities -> Activities List Private Practice Software uses Avery L7162 or equivalent A4 Address Label sheets containing 2 x 8 labels or labels supplied with a dedicated label... Read More
Personal Actions
Viewed 614 times since Mon, Dec 20, 2010
Personal Actions A Personal Action is a PPS Activity record. You can use a personal action as a personal reminder, or “to-do” item. A personal action can optionally be related to a client or a third-party contact. You can create a... Read More
Sending an E-Mail
Viewed 626 times since Fri, Oct 8, 2010
Sending an E-mail Activities -> Send an E-Mail or Task Bar -> Send an Email or Activities -> Activities List 1. This works in the same way as... Read More
Sending a Letter
Viewed 674 times since Fri, Oct 8, 2010
Sending a Letter Activities -> Send a Letter or Task Bar -> Send a Letter or Activities -> Activities List 1. Select the person responsible for the... Read More
SMS Text Message
Viewed 700 times since Wed, Dec 22, 2010
Send SMS Text PPS has the option to send an SMS message (or schedule one to be sent) as part of the PPS Activities system. SMS Messages are sent either by using 'Direct Posting' which... Read More
Sending an SMS Text Message
Viewed 721 times since Fri, Oct 8, 2010
Sending an SMS Message Activities -> New SMS Text Message 1. This works in the same way as sending a letter.  (See Sending a Letter) ... Read More
Label Print Spool
Viewed 747 times since Tue, Dec 21, 2010
Label print Selection PPS includes the function to access and edit the 'Label Print Spool' when using an A4 Address Label sheet containing 2 x 8 labels. The current label that has been selected for printing will display... Read More
Messages
Viewed 749 times since Thu, Dec 16, 2010
Sending a Message A message is a PPS activity type, and is part of an internal PPS messaging system that can be used between users of PPS on a network of more than one computer. This is a simple text message (that can be... Read More
Activities List
Viewed 874 times since Mon, Oct 4, 2010
Processing Activities By default, PPS will show the currently logged-in user's activities - the top menu gives the user the ability to view activities for other specific users, groups or 'All Users'. Activities by... Read More
Client Contact Note
Viewed 879 times since Mon, Dec 20, 2010
Client Contact Note A Client Contact Note is a PPS Activity record and very simliar to a 'Personal Action'. You can use a client contact note as a personal reminder, or “to-do” item regarding a specific patient. A client contact note... Read More
E-mails
Viewed 962 times since Wed, Dec 15, 2010
Sending an E-mail E-Mails in PPS are part of the PPS Activities system. You can send E-Mails directly from within PPS. This is dependant upon your computer being configured to either use Microsoft®... Read More
Letters
Viewed 1010 times since Tue, Dec 7, 2010
Send a Letter Letters are an activity type in PPS. This option can be selected at any time to send a letter to either a client or a third-party that has been previously created on the system, or to an anonymous contact that is not on the... Read More