See: Contacts (Third-Party) – Contact Types; Client –Third-Party Contacts
See: Charts - Annotations
See: Medical History
The PPS Appointments Diary has a holding list that you can use. This is a way of recording those clients who are waiting for an appointment, or cancellation. You can access the holding list from the Appointments Diary using the <Holding> button on the diary toolbar. You can add clients to the holding list, and describe what they are holding for. You can also indicate if they are holding for a specific diary user. If you have clients on the holding list, then the number of clients on the holding list is displayed in a small yell box along the top of the diary screen. You can double click on the yellow box, or click the <Holding> button to show the holding list. You can also drag and drop appointments from the holding list onto the appointments diary – to do this, highlight the free appointment on the diary first then drag and drop the appointment from the holding list onto the diary.