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  1. 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
  2. Booking Confirmations Reminders And Follow Ups About client contact preferencesThe client preferences in PPS are designed to control the preferred method of contacting a client for various confirmations, reminders and mail shots that you may want to send out, be it e-mail, letter, SMS or as a sim... Read More
  3. 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
  4. 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
  5. 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
  6. 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
  7. 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
  8. How To Move PPS To A New PC Note: To ensure that your PC meets the minimum requirements to run PPS please see the PPS system requirements pageThis help guide explains how to move your PPS system from its current PC/Laptop to a new PC/Laptop. The steps below ensure the conf... Read More
  9. PPS Remote Diary This guide will show you how to use PPS Remote to Book, Edit or Move an Appointment and Navigate your Diary. If you are a PPS Online user or have a hosted PPS Remote system then skip the pre-requisites. ... Read More
  10. Setting Up Shop PPS can be easily used in an EPOS (Electronic Point-Of-Sale) environment. While PPS is not a full-blown cash register and stock control system, it does include simple stock levels management, and can be used to serve your clients in “shop-style” ... Read More
  11. Updating PPS (Including Sync Server) Note: In order to update PPS you need to be logged into the PC as a windows administrator.This guide will take you through updating your PPS system to the latest release as long as you are using v4.0 of the software and have a valid Support Cont... Read More
  12. 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
  13. 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
  14. PPS Sync Server Information What Does PPS Sync Server Do? PPS Sync Server is an additional application of PPS for users with more than one PPS Site Licence. “Syncing” in PPS terms is the process of running two or more individual PPS systems which keeps each and every one ... Read More
  15. Setting up Individual Users E-mail Addresses PPS provides the option to allow individual Users to define their personal company e-mail addresses on a multi user setup of PPS, as an alternative to using a system-wide e-mail address for all system users. This means that your clients will receive ... Read More
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