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  1. Setting Up Appointment Diaries And Diary Views The following guide will take you through the process of setting up an appointment diary for your practioners and also how you can view your own diary on the appointments screen. Setting up a User's Appointments Diary The user setup diary... Read More
  2. 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
  3. Accounts 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
  4. 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
  5. 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
  6. 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
  7. Setting Up Users And Appointment Diaries Setting up system users and diary users is one of the most important aspects of PPS, and it’s worth making sure that everyone is set up correctly from the start, from simply giving them the correct Discipline, access control settings and even d... Read More
  8. Adding a New Appointment To add a new appointment, you must first be looking at the PPS appointments Diary. From here you can quickly see an empty appointment slot into which to book your new appointment, or you can use the search option to search for a free appointment slot... Read More
  9. Modifying / Changing 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
  10. Moving 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
  11. Copy 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 di... Read More
  12. Deleting 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
  13. 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
  14. Blocking Out Appointment Slots 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 di... Read More
  15. Sending a Letter Sending a Letter Activities -> Send a Letter or Task Bar -> Send a Letter or Activities -> Activities List 1. Select the person responsible for the... Read More
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