PPS offers a wide variety of reports for which you can select a broad range of selections, criteria and breakdown options. You have the option of adding any report, including your selections, criteria and breakdown options to a list of Favourites. To access your favourite reports, these are displayed alongside all other PPS reports and are accessed from the PPS Menu: Reports – PPS Reports & Mail Merge. This screen has a “favourites” section in the bottom right corner. To add a report to your favourites list, simply select any report from any section, and select the <Open> button for that section. The PPS Report Wizard screen appears allowing you to make your selections for the report – this screen has an <Add to Favourites> button (if you open one of your current favourite reports, the button prompt is <Update Favourites>). When you add a report to your favourites, you can add a Title and Description that will appear on the main PPS Reports menu screen. All your selections for the report are saved so that each time you run the report you do not have to make all your selections again.
Favourites - Edit
You can change the Title and Help Text (Description) and menu order of your favourite reports. Select from the PPS Menu: Reports – PPS Reports & Mail Merge. The favourites section is in the bottom right corner of this screen. Select the <Edit> button to update the details. To update the actual report selections, criteria and breakdown options, select the <Open> button and make any changes in the PPS Report Wizard screen, the click the <Update Favourites> button.
Favourites - Help Text
This is the description of a report that you have added to your report favourites. The description appears in the bottom of the reports menu screen when you select the report from the list and can be used as your description of what the report is used for or a description of the settings you have made for this report (PPS Menu: Reports – PPS Reports & Mail Merge). The help text can be changed using the <Edit> button – see: Favourites – Edit for more details.
Favourites - Name
This is the Title of a report that you have added to your report favourites. The name can be changed using the <Edit> button – see: Favourites – Edit for more details.
Favourites - Order
This is the order in which your favourite report appears on the reports menu (PPS Menu: Reports – PPS Reports & Mail Merge). The order can be changed using the <Edit> button – see: Favourites – Edit for more details.
Field (Report Criteria)
See: Reports - Criteria
See: Client – First Name
See: Client – Critical Information; Clinical Notes – Important
See: Client – First Name
See: Custom Form
A free appointment is an appointment slot that is not yet taken. You can search for free appointment slots from the diary by using the “Search” button on the diary toolbar. Free slots are shown on the diary in different ways depending upon the diary view style: the “Diary” style view shows free appointments as light blue boxes alongside the corresponding time of the day; the “List” style view shows free slots as a vacant time of day and the duration optionally shown against each one. You can double-click a free slot to add a new appointment.
See: Charts - Annotating
See: Free Appointment