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  1. Client Details Screen Client Details The 'Client Details' screen allows the user in the first instance to create a new record, delete and existing record, search for an existing client. Once a client is selected, details can be printed off, medical history... Read More
  2. 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
  3. Accounts Screen General Accounts The PPS Accounts system includes facilities for you to bill your clients, or third parties, record payments received, and manage all invoices that are overdue for payment. The Accounts are itself is the main hub of t... Read More
  4. Raising an Invoice. All Invoicees, All Dates The 'Raise Invoice' screen allows multiple invoices to be raised at once. Highlighting individual invoices (that are not yet raised) will show the individual charges associated with that invoice in the... Read More
  5. 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
  6. 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
  7. Label Print Spool Label print Selection PPS includes the function to access and edit the 'Label Print Spool' when using an A4 Address Label sheet containing 2 x 8 labels. The current label that has been selected for printing will display itse... Read More
  8. Third Party Contact Details Third Party Contact List PPS provides the ability to associate a variety of third-party contacts with each client. These contacts are stored in a separate list and are grouped into contact types such as Doctors, Insurance Companies, Health Autho... Read More
  9. 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
  10. Set Up Letterhead PPS Letterhead Set Up Using standard PPS Letters allows the user to set up their own practice name, address and contact details. These will be printed on the standard PPS Letterhead when using PPS to print letters rather than Microsoft® Word. ... Read More
  11. General System Options General System Options PPS has a screen on the PPS Tools menu called Options. This screen can be used to set up a wide variety of system settings that affect the way that PPS works. The Options screen has six tabs along the top: General, A... Read More
  12. Setting up SMTP E-mail in PPS SMTP E-mail Configuration Guide E-mailing from within PPS can be done via two different ways - either by using your MAPI compliant E-mail program such as Microsoft Outlook and Outlook Express or by sending e-mails directly via Direct Posting using a... Read More
  13. Setting up Individual Users E-mail Addresses PPS provides the option to allow individual Users to define their personal company e-mail addresses on a multi user setup of PPS, as an alternative to using a system-wide e-mail address for all system users. This means that your clients will receive ... Read More
  14. Client Details Screen Client Details The 'Client Details' screen allows the user in the first instance to create a new record, delete and existing record, search for an existing client. Once a client is selected, details can be printed off, medical history can... Read More
  15. 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 Details that you have... Read More
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