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  1. Activities List 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 Cat... Read More
  2. Activities Report PPS Reports are broken down into six categories: Client, Activities, Accounts, Clinical Notes, Appointments and Favourites. Beside each of the sections there is a Run and Open button. Run displays a screen allowing you to select just a date rang... Read More
  3. 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 let... Read More
  4. Archived Activities 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 A... Read More
  5. Check for Messages/Activities Now PPS will automatically check for activities and messages every 10 minutes, you can check immediately by using this button or by using the ALT + F5 key combination on your keyboard. You can change the interval at which PPS checks ... Read More
  6. Process your Outstanding Activities The following guide will show you how to process your outstanding activities through PPS: 1. Choose the ‘Process your Outstanding Activities’ option from the ‘Activities’ menu  ... Read More
  7. [Video] Processing Outstanding Activities This video will show you how to process your outstanding activities through PPS ... Read More
  8. [Video] Activities list 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
  9. Booking Confirmations Reminders And Follow Ups About client contact preferencesThe client preferences in PPS are designed to control the preferred method of contacting a client for various confirmations, reminders and mail shots that you may want to send out, be it e-mail, letter, SMS or as a sim... Read More
  10. Database Maintenance Re-indexing your Database PPS has an option in the Tools menu for database maintenance. This includes a Re-index All Data Files option and an Archive option, both of which should be utilised as part of your regular maintenance routine of PPS. The ... Read More
  11. Client Log Screen Client Log The PPS Client Log is a screen that shows a comprehensive range of information for each individual client. Firstly the client name, address and contact details, then a summary of the information from the Main Client Detail... Read More
  12. Clinical Notes Report PPS Reports are broken down into six categories: Client, Activities, Accounts, Clinical Notes, Appointments and Favourites. Beside each of the sections there is a Run and Open button. Run displays a screen allowing you to select just a date rang... Read More
  13. Activity Templates Activity Templates are a key part of PPS. Whether you are sending out a client letter, an e-mail to thousands of your patients or confirming an appointment booking via SMS, you will inevitably start using automated templates at one point or another a... Read More
  14. Using the Task List 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
  15. Creating a Personal Action Creating a Personal Action Activities -> New Personal Action or Activities -> Activities List 1. Select the person responsible for the action by click... Read More
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