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  1. Treatment Rooms and Locations PPS provides the ability to create and associate ‘locations’ to diary users (alongside client’s records, charges and payments). Furthermore there is the ability to create and associate ‘treatments rooms’ with a diary use... Read More
  2. Searching for a Client Appointment Search for Free Appointment Slot The PPS Appointments diary provides the ability to search for a free 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
  3. Appointment Completion Appointment Completed When an appointment is marked as completed (Either from the Appointment diary, Appointments Daily list screen or the Clients Log) The 'Appointment Completed' Screen will open up with the options of raising a... Read More
  4. Setting Up Appointment Diaries And Diary Views The following guide will take you through the process of setting up an 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
  5. Blocking Out Appointment Slots 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 di... Read More
  6. 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
  7. [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
  8. Treatment Episodes All clinical notes in PPS are stored within the framework of Treatment Episodes; each time you see a client, this is a Consultation – one or more Consultations form a Treatment Episode. This allows you to see a client several times within the same ... Read More
  9. 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
  10. Creating and Modifying Appointments Appointment With The practitioner is normally selected for you based upon the column on the diary you have clicked to add the new appointment to. This list is dependent on which 'System Users' are marked as a practioner within yo... Read More
  11. PPS Cash Desk Cashdesk PPS Cash Desk is a point-of-sale style screen that can be used to quickly create charges, invoices and payments all in one step. You can access the Cash Desk screen directly from anywhere in PPS using the F11 key on the keyboard. ... Read More
  12. 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
  13. Setting Up Shop PPS can be easily used in an EPOS (Electronic Point-Of-Sale) environment. While PPS is not a full-blown cash register and stock control system, it does include simple stock levels management, and can be used to serve your clients in “shop-style” ... 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. Using Cash Desk Cash Desk Task Bar -> Cash Desk or <F11> or Accounts -> Cash Desk or <Cash Desk> (When completing an appointment or consultation) PPS Cash Desk is a “point-of-sale” type screen that can be used to quickly create c... Read More
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