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  1. Cancelling an Appointment In order to Cancel an appointment in PPS, you need to first be looking at the diary. to call up the diary do one of the following: Appointments –> Appointments Diary or <Ctrl A> or Task Bar -> Appointments   To Cancel... Read More
  2. 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
  3. PPS Remote Diary This guide will show you how to use PPS Remote to Book, Edit or Move an 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
  4. Deleting an Appointment 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
  5. Deleting an Invoice Deleting an Invoice Accounts screen, Accounts ->Invoice/Receipts List or the Client Log. 1. From any of the screens mentioned above, highlight the invoic... Read More
  6. 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
  7. [Video] Cancelling an appointment in PPS remote ... Read More
  8. 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
  9. 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
  10. Deleting a Client Record Deleting a Client record 1. Select the client you wish to delete.  (See Selecting/Searching for a Client record.) ... Read More
  11. Consultation Screen The Consultation screen in PPS is used to record your clinical notes against any patient assessments and treatments. It is also used to review and manage your Treatment Episodes. Firstly, the basics of clinical notes in PPS are as follows: ... Read More
  12. Writing off bad debt This guide shows the process of writing off bad debt within PPS. To ensure that the accounts stay balanced within the system invoices that are being written off need to be recorded correctly. Adding a payment method ... Read More
  13. Designing a HTML Template Using the HTML Wizard The HTML Wizard is a built in function within PPS to allow you to construct basic HTML formatted emails. It can be accessed by opening a new or existing activity template through Tools >> Activity Templates. On the Email t... Read More
  14. 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