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  1. Client Browse Client Browse The Client Browse screen is a way of scrolling through all your client records in a spreadsheet style view. This screen allows you to select the “order” of the list, and then view them in the order you've ch... Read More
  2. Client Browse Client Browse The Client Browse screen is a way of scrolling through all your client records in a spreadsheet style view. This screen allows you to select the “order” of the list, and then view them in the order you've chosen. The default ... Read More
  3. Custom Forms Custom Forms is part of PPS Clinical Notes. You can design, create and use forms to collect information about your clients. All forms are accessed from the Consultation screen. Typical examples for use of forms are: Clinical notes records, clinical d... Read More
  4. 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
  5. 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
  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. Searching for a Client Selecting/Searching for a Client Record This can be done in several ways.  PPS always remembers the last client you selected and will use that client in any screen until you change the client. ... Read More
  8. 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
  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. 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
  11. 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
  12. 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
  13. Mail Merge A Mail Merge is a way of contacting multiple clients with a pre-set template via Email, SMS, or Letter. Section 1 - Configuring your Client Contact Preferences Before you start the process of a Mail Merge you will need to configure your cli... Read More