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  1. Blocked Appointments Non-Available -color: rgba(170, 230, 253, 0.81);">Appointment Slot A Block -color: rgba(170, 230, 253, 0.81);">Appointment is a special type of non-client -color: rgba(170, 230, 253, 0.81);">appointment that allows the practioner to block out their time in the diary. This can be for breaks, meetings, teaching sessions, etc. ... Read More
  2. Setting Up -color: rgba(170, 230, 253, 0.81);">Appointment Diaries And Diary Views The following guide will take you through the process of setting up an -color: rgba(170, 230, 253, 0.81);">appointment diary for your practioners and also how you can view your own diary on the appointments screen. Setting up a User's Appointments Diary The user setup diary... Read More
  3. 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 -color: rgba(170, 230, 253, 0.81);">appointment times. There are a variety of diary ... Read More
  4. [Video] Setting up a diary event Diary events are a useful feature to PPS which control the information based on bookings of any kind of event that get held at the clinic/practice. From adding the event to the diary to show that a certain time and&... 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. Creating and Modifying Appointments -color: rgba(170, 230, 253, 0.81);">Appointment With The practitioner is normally selected for you based upon the column on the diary you have clicked to add the new -color: rgba(170, 230, 253, 0.81);">appointment to. This list is dependent on which 'System Users' are marked as a practioner within yo... Read More
  7. Appointments Diary Notes Appointments Diary Note An -color: rgba(170, 230, 253, 0.81);">appointment note is added in the same way as a normal -color: rgba(170, 230, 253, 0.81);">appointment. It has a date, time, duration, diary user, treatment room & location (the last two are both optional) just like an -color: rgba(170, 230, 253, 0.81);">appointment, but with t... Read More
  8. Searching for a Client -color: rgba(170, 230, 253, 0.81);">Appointment Search for Free -color: rgba(170, 230, 253, 0.81);">Appointment Slot The PPS Appointments diary provides the ability to search for a free -color: rgba(170, 230, 253, 0.81);">appointment slot so that a client or an event can be booked in, sometime in the future. This search can be specified by days of the we... Read More
  9. PPS Remote Diary This guide will show you how to use PPS Remote to Book, Edit or Move an -color: rgba(170, 230, 253, 0.81);">Appointment and Navigate your Diary. If you are a PPS Online user or have a hosted PPS Remote system then skip the pre-requisites. ... Read More
  10. 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
  11. Setting Up Users And -color: rgba(170, 230, 253, 0.81);">Appointment Diaries Setting up system users and diary users is one of the most important aspects of PPS, and it’s worth making sure that everyone is set up correctly from the start, from simply giving them the correct Discipline, access control settings and even d... Read More
  12. Creating a New Client Record Creating a New Client record From the Client Details Screen Task Bar -> Client Details or PPS Menu -> Client -> Main Client Detail or <Alt C> 1. I... Read More
  13. Walk In List and Pre-Booked Appointments   Walk In List View Options Within the Walk In List screen, the viewing options will show all room and diary user information by default - this can be changed by selecting specific rooms and diary users. The current PPS user log... Read More
  14. Appointments Diary Appointments Diary Menu The diary menu bar situated at the top of the appointments diary screen provides quick button access to creating new appointments, modifying them and deleting them. Further along the menu are options to block... Read More
  15. -color: rgba(170, 230, 253, 0.81);">Appointment Diary Options Appointments Diary Options The Appointments Diary Options give the PPS system users control over how the diary works, and how information is displayed in the diary. The Options screen that is displayed has 5 tabs along the top; one tab for each ca... Read More
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