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  1. Marking an Appointment as Complete/DNA and Raising Subsequent Charges There are currently two simple ways to create charges in PPS Express. These charges are related to an appointment and as such you start at the main appointment screen - accessed either from the Diary or the Client Log screen. From here you ... Read More
  2. Clinical Notes The Clinical Notes facility in PPS is available in the “Professional” version of PPS. This includes areas to record your Clinical Notes, manage Treatment Episodes, complete specific forms (Custom Forms) including body charts, your own questionnai... Read More
  3. PPS Cash Desk Cashdesk PPS Cash Desk is a point-of-sale style screen that can be used to quickly create charges, invoices and payments all in one step. You can access the Cash Desk screen directly from anywhere in PPS using the F11 key on the keyboard. ... Read More
  4. Using the Task List The Task List Activities -> Task List or <Alt +F12> The PPS Task List is your own "To Do" list. It contains activities that are due today (or overdue). And optionally shows today’s activities that you have completed. ... Read More
  5. Raising an Invoice Creating/Raising an Invoice Invoices are created from charges. If the client/invoicee is paying at the time of creating the charge then PPS will automatically create the invoice. Invoices can be created from several different areas within PPS dependa... Read More
  6. Personal Actions Personal Actions A Personal Action is a PPS Activity record. You can use a personal action as a personal reminder, or “to-do” item. A personal action can optionally be related to a client or a third-party contact. You can create a Perso... Read More
  7. 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
  8. Telephone Calls Telephone Call A Telephone Call is a PPS Activity record and very simliar to a 'Personal Action' or 'Client Contact Note'. You can use a Telephone Call as a personal reminder, or “to-do” item regarding a specific patient th... Read More
  9. 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
  10. 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
  11. Completing 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
  12. Appointments Diary Appointments Diary Menu The diary menu bar situated at the top of the appointments diary screen provides quick button access to creating new appointments, modifying them and deleting them. Further along the menu are options to block... Read More
  13. 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
  14. 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
  15. Database Maintenance Re-indexing your Database PPS has an option in the Tools menu for database maintenance. This includes a Re-index All Data Files option and an Archive option, both of which should be utilised as part of your regular maintenance routine of PPS. The ... Read More
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