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  1. Letters Send a Letter Letters are an activity type in PPS. This option can be selected at any time to send a letter to either a client or a third-party that has been previously created on the system, or to an anonymous contact that is not on the syst... Read More
  2. 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
  3. Client Log Screen Client Log The PPS Client Log is a screen that shows a comprehensive range of information for each individual client. Firstly the client name, address and contact details, then a summary of the information from the Main Client Detail... Read More
  4. Activities List Processing Activities By default, PPS will show the currently logged-in user's activities - the top menu gives the user the ability to view activities for other specific users, groups or 'All Users'. Activities by Cat... Read More
  5. Backing Up This Help guide explains how to back up your data from within PPS. It is recommended that you backup your data at least once per day and also you should copy the backup onto an external drive. This is to make sure that if your PC has any issues (hard... Read More
  6. Archived Activities Archived Activity List The Archive option allows you to archive your older activity records. Once you have archived your activities, they can still be accessed both from here and through the PPS Client Log for each client. Viewing A... Read More
  7. Switching to Kingsoft This guide quickly takes you through amending your 'Office' applications area of PPS Online to allow you to use Kingsoft. Locating Office Applications a. From the main PPS menu screen go to Tools > Options > General System Options... Read More
  8. Sending Custom Forms to Word Documents The following guide will take you through the process of using Merge Fields to use for importing Custom Form data to a Word Document. This is particularly useful if you have a prescription form for a third party which you would like to... Read More
  9. Client Log Screen Client Log The PPS Client Log is a screen that shows a comprehensive range of information for each individual client. Firstly the client name, address and contact details, then a summary of the information from the Main Client Details that you have... Read More
  10. Process your Outstanding Activities The following guide will show you how to process your outstanding activities through PPS: 1. Choose the ‘Process your Outstanding Activities’ option from the ‘Activities’ menu  ... Read More
  11. 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
  12. 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
  13. 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
  14. 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
  15. Layout Designer The layout designer section of PPS controls how your invoices, statement of accounts, letters, labels and estimates appear. This guide will show you how to make a quick change to the letterhead address and all the way through to totally customising y... Read More
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