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  1. -color: rgba(170, 230, 253, 0.81);">Activities Report PPS Reports are broken down into six categories: Client, -color: rgba(170, 230, 253, 0.81);">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
  2. Clinical Notes Report PPS Reports are broken down into six categories: Client, -color: rgba(170, 230, 253, 0.81);">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. Creating a Personal Action Creating a Personal Action -color: rgba(170, 230, 253, 0.81);">Activities -> New Personal Action or -color: rgba(170, 230, 253, 0.81);">Activities -> -color: rgba(170, 230, 253, 0.81);">Activities List 1. Select the person responsible for the action by click... Read More
  4. E-mails Sending an E-mail E-Mails in PPS are part of the PPS -color: rgba(170, 230, 253, 0.81);">Activities system. You can send E-Mails directly from within PPS. This is dependant upon your computer being configured to either use Microsoft®&nb... Read More
  5. Personal Actions 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 Perso... Read More
  6. Client Contact Note 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 c... Read More
  7. Telephone Calls 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 th... Read More
  8. 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
  9. 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
  10. -color: rgba(170, 230, 253, 0.81);">Activities List Processing -color: rgba(170, 230, 253, 0.81);">Activities By default, PPS will show the currently logged-in user's -color: rgba(170, 230, 253, 0.81);">activities - the top menu gives the user the ability to view -color: rgba(170, 230, 253, 0.81);">activities for other specific users, groups or 'All Users'. -color: rgba(170, 230, 253, 0.81);">Activities by Cat... Read More
  11. Accounts Report PPS Reports are broken down into six categories: Client, -color: rgba(170, 230, 253, 0.81);">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
  12. Client List Report PPS Reports are broken down into six categories: Client, -color: rgba(170, 230, 253, 0.81);">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. Label Printing In PPS, labels can be printed either to an A4 sheet, or to a dedicated label DYMO Label Writer. For A4 labels, Private Practice Software uses Avery L7162 or equivalent Address Label sheets containing 2 x 8 labels. For the DYMO Label Writer, Private P... Read More
  14. Adding a New Appointment To add a new appointment, you must first be looking at the PPS appointments Diary. From here you can quickly see an empty appointment slot into which to book your new appointment, or you can use the search option to search for a free appointment slot... Read More
  15. Printing the Appointments Diary Appointments –> Appointments Diary or <Ctrl A> or Task Bar -> Appointments The PPS Appointments Diary allows you to record all your client appointments, and manage your available appointment times. There are a variety of diary ... Read More
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