Articles Search Results

  1. Deleting an Appointment Appointments –> Appointments Diary or <Ctrl A> or Task Bar -> Appointments The PPS Appointments Diary allows you to record all your -color: rgba(170, 230, 253, 0.81);">client appointments, and manage your available appointment times. There are a variety of diary ... Read More
  2. Deleting a -color: rgba(170, 230, 253, 0.81);">Client Record Deleting a -color: rgba(170, 230, 253, 0.81);">Client record 1. Select the -color: rgba(170, 230, 253, 0.81);">client you wish to delete.  (See Selecting/Searching for a -color: rgba(170, 230, 253, 0.81);">Client record.) ... Read More
  3. Archived Activities Archived Activity List The Archive option allows you to archive your older activity records. Once you have archived your activities, they can still be accessed both from here and through the PPS -color: rgba(170, 230, 253, 0.81);">Client Log for each -color: rgba(170, 230, 253, 0.81);">client. Viewing A... Read More
  4. Look-up Tables -color: rgba(170, 230, 253, 0.81);">Client and activity tables – In this section you are able to configure what selections can be made via the -color: rgba(170, 230, 253, 0.81);">client details screen Clinical notes tables – In this section you can configure your consultation screen and treatm... Read More
  5. Accounts Screen General Accounts The PPS Accounts system includes facilities for you to bill your clients, or third parties, record payments received, and manage all invoices that are overdue for payment. The Accounts are itself is the main hub of t... Read More
  6. Invoice List Invoices to Include The Invoice / Receipts list is your full list of invoices that you have produced. Each invoice in the list is allocated a number – the number sequence can be set up from the General System Options. On the Invoices / R... Read More
  7. Charges List Charges to Include The Charges list is your full list of charges that you have created. Using the left hand side of the screen, you can select which charges to include from 'Not Invoiced', 'Invoiced, Not Paid' and '... Read More
  8. Statement of Accounts Statement of Account A Statement of Account can be printed for any selected -color: rgba(170, 230, 253, 0.81);">client or third-party account. This will show all, or a range of, transactions on the -color: rgba(170, 230, 253, 0.81);">client account, and any outstanding balance. The statement of account is available from... Read More
  9. Payments List Payments Received The payments list is your full list of payments that have been created. Using the left hand side of the screen, you can select which payments to include in the list, from 'Not Allocated', 'Part Allocated�... Read More
  10. Creating a Charge -color: rgba(170, 230, 253, 0.81);">Client, Practioner and Location A charge is the first step for PPS billing. You have to create a charge before you can raise an invoice . Selecting a -color: rgba(170, 230, 253, 0.81);">client and practioner is mandatory, however charge location is optional. Using locatio... Read More
  11. Raising an Invoice. All Invoicees, All Dates The 'Raise Invoice' screen allows multiple invoices to be raised at once. Highlighting individual invoices (that are not yet raised) will show the individual charges associated with that invoice in the... Read More
  12. Expenditure Management List Expenditure Management PPS Expense is an additional module in PPS that can be used to record practice expenditure. You can enter one record per expense item including which expenditure category the item is for your accounts records. You ca... Read More
  13. Banking and Reconciliation List Banking and Reconciliation List The banking and reconciliation list is an area within PPS that records your weekly or monthly banking dates for cash, cheques and so forth. This helps keep record in the event of a financial report or statement tha... Read More
  14. Estimates List Estimates List The Estimates list is your full list of estimates that have been created. Using the left hand side of the screen, you can select to include current and/or completed estimates (which have been turned into charges). You ca... Read More
  15. 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
Displaying 1 to 15 out of 37 articles found First Page Previous Page Page 1 of 3 Next Page Last Page