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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. 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
  3. 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
  4. 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
  5. Modifying an Invoice Modifying an Invoice Accounts screen, Accounts ->Invoice/Receipts List or the Client Log. 1. From any of the screens mentioned above, highlight the invoice and clic... Read More
  6. Creating a New Client Record Creating a New Client record From the Client Details Screen Task Bar -> Client Details or PPS Menu -> Client -> Main Client Detail or <Alt C> 1. I... Read More
  7. Setup Activity Templates The ‘Activity Templates’ screen in PPS is an area that is used to create templates that can utilise existing details of your clients to create methods of contacting your patient or third party by way of e-mails, SMS text messages, letters... Read More
  8. General System Options General System Options PPS has a screen on the PPS Tools menu called Options. This screen can be used to set up a wide variety of system settings that affect the way that PPS works. The Options screen has six tabs along the top: General, A... Read More
  9. [Video] Adding a third party Third-Party Contacts in PPS are all the individuals, or organisations you deal with that are not directly “clients”. These include Doctors (GPs), Hospital Consultants, Clubs, Insurance companies, etc. PPS allows to record details for third-partie... Read More
  10. 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
  11. Adding Insurance Provider Codes When billing insurance companies directly, most companies will supply you with a Provider Code that must be included in the invoice. In PPS these can be added by going to Tools > Look-up Tables > Insurance Provider Codes. From here you can i... Read More