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  1. 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
  2. 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
  3. 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
  4. 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
  5. Client List 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
  6. 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
  7. 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
  8. Printing a Client Record Printing a Client record 1. Select the client whose details you wish to print.  (See Selecting/Searching for a Client record.) ... 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. [Video] Main client details A more detailed video of the PPS client details screen, we take you through each section and explain as we go what information can be recorded on this screen. ... Read More
  11. [Video] Client browse A short video on how to use and configure the client browse screen. ... Read More
  12. [Video] Client log A quick video run through the client log screen with a description of what it can do. ... Read More
  13. 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
  14. Client Contact Note Client Contact Note A Client Contact Note is a PPS Activity record and very simliar to a 'Personal Action'. You can use a client contact note as a personal reminder, or “to-do” item regarding a specific patient. A client contact note c... Read More
  15. [Video] Attaching a Client Photo Put a face to a name using the client photo facility ... Read More
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