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  1. Third Party Contact Details Third Party Contact List PPS provides the ability to associate a variety of third-party contacts with each client. These contacts are stored in a separate list and are grouped into contact types such as Doctors, Insurance Companies, Health Autho... Read More
  2. Healthcode Electronic Billing Healthcode is the trusted provider of secure online systems for the private health market, clearing and validating medical bills electronically for all major PMI insurers in the UK. Healthcode enables you to automatically submit your invoices to the ... 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. 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
  5. Statement of Accounts Statement of Account A Statement of Account can be printed for any selected client or third-party account. This will show all, or a range of, transactions on the client account, and any outstanding balance. The statement of account is available from... Read More
  6. Third Party Log Screen Third Party Log The PPS Third Party Log is a screen that shows a comprehensive range of information for each individual party. It will display the third party name, address and contact details, then a summary of a... Read More
  7. SMS Message Setup SMS Message Account PPS has the option to send a single SMS message, multiple SMS messages as a mail shot (also known as mail merge) or schedule future message to be sent as part of the PPS Activities system. SMS Messages are sent either ... Read More
  8. 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
  9. Treatment Episodes All clinical notes in PPS are stored within the framework of Treatment Episodes; each time you see a client, this is a Consultation – one or more Consultations form a Treatment Episode. This allows you to see a client several times within the same ... Read More
  10. Zaptag Using Zaptag with PPS This guide will show you how to set up your Zaptag account details within PPS and use the Zaptag functionality – uploading consultation notes, documents and letters to a patients’ online Zaptag account. Before yo... Read More
  11. 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
  12. Label Printing In PPS, labels can be printed either to an A4 sheet, or to a dedicated label DYMO Label Writer. For A4 labels, Private Practice Software uses Avery L7162 or equivalent Address Label sheets containing 2 x 8 labels. For the DYMO Label Writer, Private P... Read More
  13. Layout Designer The layout designer section of PPS controls how your invoices, statement of accounts, letters, labels and estimates appear. This guide will show you how to make a quick change to the letterhead address and all the way through to totally customising y... Read More
  14. Preparing a Label Preparing a Label Activities -> Prepare a Label or Activities -> Activities List Private Practice Software uses Avery L7162 or equivalent A4 Address Label sheets containing 2 x 8 labels or labels supplied with a dedicated label... Read More
  15. Creating Charges Creating a Charge Charges can be created from several different areas within PPS dependant on what you are currently doing.You can create a charge on completion of a consultation or appointment.You can create a charge at anytime, provided you have s... Read More
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