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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. [Video] Client browse A short video on how to use and configure the client browse screen. ... Read More
  4. Saving to and from PPS Hosted/Accessing Local Drives If you are accessing a PPS Hosted system then you may require access to the drives and folders on your local computer. This enables you to save to and attach from your PC direct to your PPS system hosted on our servers. The following guide details a... Read More
  5. Document Library Records Document Library The document library area is used to simply attach an existing file from your PC to your clients log, or to use your current scanner to scan in a paper-based document and automatically attach this to your clients log. ... Read More
  6. Clinical Notes Report PPS Reports are broken down into six categories: Client, Activities, Accounts, Clinical Notes, Appointments and Favourites. Beside each of the sections there is a Run and Open button. Run displays a screen allowing you to select just a date rang... Read More
  7. Excel Output Exporting Data from PPS into Excel The reports section of PPS is a very important feature, whether it be for simple daily appointment statistics or monthly charges raised. However even though there is a vast amount of information to report... Read More
  8. Installing A Network Version The below process explains how to install the network version of PPS. This will connect to your main PPS database over your local network allowing additional users and workstations access to the system. If you have moved your PPS Database and need ... Read More
  9. 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
  10. Report Database Updates Performing a Client Details Update The following guide will take you through the process to perform a 'bulk' update of the client details in PPS from a report. Creating your Report To access the Update screen in PPS you will need to be ... Read More
  11. [Video] How To Access PPS Express A quick simple video that shows you how to browse and then login to PPS Express ... Read More
  12. PPS Client Import Utility The PPS Client Import Utility allows clients to be imported en masse into PPS using a standard spreadsheet file. Additional information and information held in different formats - such as data from systems other than PPS can be imported into PPS by... Read More