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  1. Document Library Records Document Library The document library area is used to simply attach an existing file from your PC to your clients log, or to use your current scanner to scan in a paper-based document and automatically attach this to your clients log. ... Read More
  2. Activity Templates Activity Templates are a key part of PPS. Whether you are sending out a client letter, an e-mail to thousands of your patients or confirming an appointment booking via SMS, you will inevitably start using automated templates at one point or another a... Read More