Task Bar
The PPS Task Bar is a tool bar that is positioned down the left hand side of the main PPS screen. It contains a calendar that can be used to navigate the Diary and the Daily List, and has quick access to various parts of PPS via Icons, headings and Prompts that can be clicked with the mouse. If your screen resolution is too small, then the icons are removed and just the Headings and prompts remain. You can switch the task bar on and off by selecting from the PPS menu: View – Task Bar.

Task List
The task list is your personal “to-do” list. It includes activities which are due today, and can also show activities you have completed today. The task list can be access from the PPS Menu: Activities – Task List, or by pressing Alt-F12 on the keyboard. The task list can be resized and repositioned to a suitable place on the screen. The title bar of the task list includes a small “map pin” icon that you can click to keep the task bar on top of any other windows. You can also click on the Purple Tick in the column heading to include or exclude completed items from the list. To open a task list item, simply double click on the item. This will open the relevant activity screen, and allow you process, or complete the activity. You can double click on the first row in the list to add a new activity – this will be a “Personal Action” activity type. If you want to add another activity type such as letter, then add this in the normal way by selecting the relevant activity from the PPS Menu: Activities. Activities only appear on the task list if they are selected to do so. Each activity record, when created shows an “include on task list” option that must be selected. You can complete an activity on the task list quickly by clicking the “completed” column (the column with the purple tick heading).

Telephone Number
See: Client – Telephone Numbers

Text Messaging
See: SMS Message

Third-Party
See: Contacts (Third Party)

This Treatment
See: Clinical Notes Summary

Time
See: Activities – Time; Appointments – Time

Title {drop-down}
“Title” is a look up table that is used to select a client title, such as Mr, Mrs etc. You can set up your own entries in this table if required. Select from the PPS Menu: Tools – Look up Tables, and select “Title” from the Client Tables section. For each entry, you can select (if appropriate) whether the title applies to Male or Female. This enables the Sex field on the main client details screen to be entered automatically when entering a new client.

Toolbar
Many screens in PPS have a toolbar. This is a selection of “buttons” that can be clicked to perform tasks specific to that screen, or used to launch other screens. Sometimes a toolbar button requires that you select something on the screen first before pressing the button – for example selecting an item from a list before pressing the <Delete> button to delete the selected item. Toolbar Buttons will normally have “tips” that show when the mouse is placed over the button, the tip can give a further indication of what the button does.

Tools Menu
Options on the Tools menu are listed alphabetically in this reference guide under each Section e.g. Look Up Tables.

Treatment Category
This is a Look up Table that is used on the Treatment Episode details. The list can be used to help you categorise your treatments in order to make your clinical notes reports more meaningful. You can set up your list of treatment categories by selecting from the PPS Menu: Tools – Look up Tables, and selecting Treatment Categories from the Clinical Notes Tables section. You do not have to use the Treatment Category entry on your Treatment Episode details if you do not want to.

Treatment Episode
All clinical notes in PPS are stored within the framework of Treatment Episodes; each time you see a client, this is a Consultation – one or more Consultations form a Treatment Episode. This allows you to see a client several times within the same Treatment Episode. Depending upon the nature of your business, it may be the case that each time you see a client this is a separate treatment episode, so the episode is “Started” and “Completed” all within the same consultation. It is possible to undertake more than one treatment episode for a client at the same time. If a client is currently in a treatment episode when you start a new consultation, you can select to start a new treatment episode from the Consultation Screen. If a client has more than one current treatment episode, then when you start a consultation, you can select which treatment episode that this consultation is for. A Treatment Episode in PPS includes a range of details that you can enter to give you a wide range of options for your reporting and statistics analysis. In addition to the Start and End dates of an episode, you can also categorise your diagnosis, treatment, outcome and discharge details, as well as entering certain information about the presenting problem such as Acute/Chronic, Time Present, etc. This is designed to assist you with your follow up consultations, as these details are displayed at the top of the Consultation screen while you are entering your consultation notes.

Treatment Episode Reports
The Treatment Episode report is available from the PPS Menu: Reports – PPS Reports and Mail Merge, then select the report from the “Clinical Notes Reports section”. This report is a list of the Treatment Episodes you have created. You can select to include just current treatment episodes, or completed ones. You can also select to include a variety of Treatment Episode details on the report depending upon how much information you want to include on the printout. As with all PPS Reports, a wide range of breakdown and criteria options is available to enable you to group the report results with subtotals, or to only include certain selected records in the report. You can also select to export the results of the report to a file, or use the results as the basis of a mail merge if required. See also: Treatment Episode Statistics.

Treatment Episode Statistics
The Treatment Episode Statistics report is available from the PPS Menu: Reports – PPS Reports and Mail Merge, then select the report from the “Clinical Notes Reports section”. This report shows statistics based upon your treatment episodes including number of consultations, new episodes, completed episodes etc. As with all PPS Reports, a wide range of breakdown and criteria options is available to enable you to group the report results with subtotals, or to only include certain selected records in the report. You can also select to export the results of the report to a file, or use the results as the basis of a mail merge if required.

Treatment Notes Dictionary
PPS has two Notes Dictionaries for you to use as part of your clinical note taking: General Notes Dictionary and Treatment Notes Dictionary. These are lists of words, phrases or paragraphs of standard text that can be inserted into your consultation notes entries. You can use the General or Treatment notes dictionary from the Consultation screen notes fields. To access the dictionary from any of the six consultation notes fields, click the Right mouse button and Notes Dictionary from the list. This then shows the dictionary on the screen. You can switch between General Notes entries and Treatment Notes entries using the radio buttons along the top of the screen. The two lists are separate purely for you convenience, you only need to use one of the lists if you want. Add the entries to your notes by either double-clicking or right clicking.

Treatment Programme
See: Treatment Episode

Treatment Room
You can set up your PPS Appointments Diary if required to show Treatment Rooms. One of the Diary Display options allows you to view your diary columns by Treatment Room rather than Practitioner. If you would like to view the diary in this way, then you must first set up your Treatment Rooms. To do this, select from the PPS Menu: Tools – Look up Tables, and select “Treatment Rooms” from the “Appointments Diary Tables” section. Here you can add your treatment rooms, and assign a Short Code (used when printing the diary) and a Colour (used on the diary) to each room. You can also assign the order in which treatment rooms appear in the diary. You must always assign your free appointments (when setting up the diary) primarily to a practitioner – each appointment slot you set up however can also be assigned to a treatment room.