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  1. 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
  2. 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
  3. 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
  4. 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
  5. Activities 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. BUPA Physiotherapy Tender PPS Reports BUPA Physiotherapy Tender f you are submitting a tender to BUPA as part of their review of physiotherapy providers, then your   application needs to be submitted by midnight on Friday 24 April 2009. he tender application includes various... Read More
  7. 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
  8. 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
  9. 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
  10. Setting up your SMS Account Guide SMS Help Guide Overview The following guide will take you through the steps of creating your SMS account (1), purchasing SMS credits (2), setting up your activity templates that control what your text messages will say(3), setting up your booki... Read More
  11. PPS Reports Reports PPS includes many different reports that any user can run that present information accumulated from various parts of the system. There is a variety of other print-outs that you can produce from PPS that are not included in the category of rep... Read More
  12. User Account Access Rights Settings PPS includes full access control for each of the PPS Users that have their own Log In set up. This is a useful area, especially for larger clinics whereby only specific people are allowed access to modify or delete certain records within specific are... Read More
  13. Custom Forms Reports Custom Form Reports PPS provides users with the ability to report on any of the custom forms they have already used. This feature provides very powerful reporting on specific information and criteria, which is outputted to a spread sheet forma... Read More
  14. 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
  15. 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
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