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  1. E-mails Sending an E-mail E-Mails in PPS are part of the PPS 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
  2. 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
  3. 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
  4. 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
  5. 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
  6. 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
  7. 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
  8. 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
  9. 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
  10. Sending a Letter Sending a Letter Activities -> Send a Letter or Task Bar -> Send a Letter or Activities -> Activities List 1. Select the person responsible for the... Read More
  11. 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
  12. 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
  13. 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
  14. SMS Text Message Send SMS Text PPS has the option to send an SMS message (or schedule one to be sent) as part of the PPS Activities system. SMS Messages are sent either by using 'Direct Posting' which dire... Read More
  15. Third Party Log Screen Third Party Log The PPS Third Party Log is a screen that shows a comprehensive range of information for each individual party. It will display the third party name, address and contact details, then a summary of a... Read More
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