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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. Setup SMS Account PPS has the option to send an SMS message (or schedule one to be sent) as part of the PPS Activities system as well as sending out mass SMS messages as part of a marketing mail shot. SMS Messages are sent either by directly posting the message to an ... Read More
  3. Completing an Appointment 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
  4. 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
  5. Preparing a Label Preparing a Label Activities -> Prepare a Label or Activities -> Activities List Private Practice Software uses Avery L7162 or equivalent A4 Address Label sheets containing 2 x 8 labels or labels supplied with a dedicated label... Read More
  6. 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
  7. Letters Send a Letter Letters are an activity type in PPS. This option can be selected at any time to send a letter to either a client or a third-party that has been previously created on the system, or to an anonymous contact that is not on the syst... Read More
  8. 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
  9. 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
  10. 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