This help guide explains how to move your PPS system from its current PC/Laptop to a new PC/Laptop. The steps below ensure the configuration and content of your current PPS system remains the same once all of the data transferred.
This help guide is only relevant for stand-alone PPS systems – i.e. where the software and database are located on the same computer system.
If you would like the PPS Support Team to organise this set up and transfer for you we are able to do this for a one off fee starting at £60 + VAT providing that you already have a PPS Support Contract. If you would like to take advantage of this facility please call 0845 0680 777 and select option 1 (PPS Sales Team)
To install a new blank copy of PPS onto your new PC, you can either:
- Use your original installation CD (provided it is reasonably up-to-date i.e. the same version of PPS you are still using).
- Alternatively, you can install the software by downloading an up-to-date installation:
PPS Version 4 Setup.
Important - During the installation, please make sure that the software installs successfully. Do not proceed any further if the software does not install correctly. It is also worth noting that if you have an older version of PPS (for instance V3.2) then this new install will not change anything with your older software and V4 will install itself as an entirely seperate software package.
Once the installation is complete, this essentially is a blank unregistered main copy of PPS.
You only need to download PPS Sync Server if you currently use it to synchronise with other PPS locations. If you were not previously running PPS Sync Server, then proceed to section 3.
- Install PPS Sync Server on your new pc via the following link: PPS Sync Server Setup.
-
-
Once moved, you will need to notify your PPS Support Team to unlock your Sync Server so that it can download and upload transactions from the new PC.
Sync Server Users - Please Note: Once you have moved your main database, you will need to contact PPS Support to allow your PPS Sync Server to run from the new PC. Please ensure you do not need sync to instantly download new transactions if you are doing this out of hours.
On the original PC, we need to take a full copy of the PPSv4.0 folder and place it onto a memory stick, CD or network drive. We normally recommend that a USB memory stick is the best way to do this.
a) Launch My Computer from the Windows Desktop or the Windows Start menu.
- Open the local disk C drive.
- Point to the PPSv4.0 folder with the mouse and right-click.
- From the pop-up menu select “Send To” and select your memory stick – this will normally be drive D: or E: and will show the name of the memory stick.
- Wait while the files copy. Make sure that the copy completes fully and that there are no error messages like “insufficient space on the memory stick” etc.
- Once the copy is complete, remove the memory stick.
- Insert your memory stick and open to “View the contents”. You see the PPSv4.0 folder you copied from the original PC.
- Copy it to the Windows clipboard. To do this, you can point to it, Right-Click and select Copy.
- Launch My Computer from the Windows Desktop or Windows Start menu.
- Locate the Local Disk C: drive, and while pointing to the Local Disk C: drive icon, Right-Click and select Paste.
Note: Do NOT paste the folder into the PPSv4.0 folder on the C drive of the new PC – if you do this you will end up with a copy of the PPSv4.0 folder within a PPSv4.0 folder. You must select to Paste directly onto the C drive icon.
You will then be prompted if you would like to replace the existing folder. Click Yes to All. If this prompt does not appear, then you have not selected the correct location to copy to.
It is advised when overwriting data you check you are overwriting the blank folder in the new location, once data is overwritten it can not be recovered.
You have now successfully moved your PPS database to your new pc; you can now login to the system as you previously did.Change See: Cash Desk; Modify Complete The term “Complete” is used in PPS for both Appointments and Consultations. You can select to Complete an Appointment – where is it marked in Purple, and you can then raise the charge, book another appointment, etc., and you can Complete a Consultation – where you can decide if the Treatment Episode is completed, or how many more consultations are required, you can raise the charge, produce a Discharge Letter etc. The term “Complete” is also used for Treatment Episodes that have an “End Date” entered – see: Completed Episodes. Copy When entering text into any field, you can highlight the text and use the standard Windows™ “Copy” option to place the text on the Windows clipboard. You can then paste the text back into any similar field. See also: Appointment – Copy. Data Data is a general term that refers to all your records. In computer terms, data is any piece of information that you can change, so this includes your normal records (client records, billing, appointments, etc.) and other information such as letter layouts, invoice templates and so on. PPS allows you to “back up” your data, which means to make a second copy of all your data. See: Back Up; Database for more details. Database The PPS Database can be stored in a separate location on your computer/network from the main PPS application files. This would apply to a PPS installation on a network where the PPS Application files are installed onto each computer, and the database is located centrally on the network. There is the option to change the database location as part of the initial installation of PPS, and there is also a separate “database only” installation available if the database is to be installed onto a computer such as a server where PPS will not be used on that computer – servers often reside in a “back office” and are not used as a desktop computer. Error Messages Error messages will appear on the screen if an error occurs whilst using PPS. This error could be for a wide variety of reasons. Most errors are controlled by PPS by recording the details in an error log file. Some errors however are caused by Windows™ rather than PPS. If you are returned to the PPS Log In screen, then PPS has been able to record the error details in the log file. The log file is located in the main PPS application folder on your computer (Normally called PPSv4.0). The file is called “error.log” This file can be sent to support@rushcliff.com where the PPS support team assess all errors that are reported and organise any corrections needed to the PPS program that can be included in a new release of the program. This process ensures that any errors can be quickly identified and quickly addressed. PPS Users that have a support contract receive the benefit of being able to download each new release to PPS free of charge. Important You can flag information as “important” while recording your clinical notes. For more details see: Consultation – Important information. Installation This is the process by which you put PPS onto your computer. You can install PPS either from an installation CD, or from a single installation file that you have downloaded from the PPS web site. If you are running a network system and are accessing PPS from more than one computer, you need to Install PPS onto each computer. Location A Location in PPS is a physical clinic location. Older versions of PPS referred to treatment rooms as locations. Now Treatment Rooms are an additional field of information. You can set up locations to use in your PPS Appointments Diary. You can set up your diary for diary users/practitioners to be scheduled to work either in specific treatment rooms and/or locations on various days during the week. You do not have to use “Location” if you only work from one location. To set up locations, select from the PPS Menu: Tools – Look Up Tables, and select Location from the Appointments Diary Tables section. Here you can set up your various locations, and nominate a colour to each location to make each location clearly identifiable in the diary. Move See: Appointment - Move Network You can run PPS on your PC Local Area Network. If you need to run PPS across a “wide network” or across the internet, then you will need to talk to your PPS supplier for details of how to do this.
--br--
If you would like to run PPS on your local network, then make sure that your PPS licence includes the appropriate number of “concurrent” users required (the number of users who can log into PPS at the same time). Extra concurrent licences can be purchased from your PPS Supplier. You are sent a new PPS Registration File each time you purchase more licences.
--br--
In order to install PPS on a PC on your network, first make sure that the location that the main PPS database is installed is “shared” on the network, and allows “other users to update files”. Doing this ensures that the “network installation” of PPS can locate the database across the network and successfully log into the database.
--br--
Also See: Installation New
Look up this under the type of new record – e.g. appointment - new Notify Within the PPS Activities system, you can set any activity record to “notify” you when it becomes due. To do this, the activity must have a relevant “due date”, and optionally a “due time”. If an activity has a “due time” then it will become due at that precise time. PPS can be set up to notify you during the day of activities that become due at a precise time. You can set for each systems user how often PPS checks for messages and activities. If an activity does not have a “due time”, or the activity became due whilst you were not logged into PPS, then you will be alerted about all activities that are now due when you log into PPS. Open Some screens in PPS have an “Open” button on the toolbar, this is very similar to the Modify button as it will “open” the selected record for “modification”. PPS PPS is the acronym for “Private Practice Software”. Select A term used when you choose something on the screen. Some PPS screens have a <Select> button, this normally means that you pick an option, or entry in a list, then click the <Select> button. This will “select” your chosen entry and proceed to the next screen, or return to the previous screen with your chosen entry selected. Set Up See: Medical History – Setting Up; PPS – Setting Up; Custom Form – Maintenance; Users – Setting Up; Letterhead – Set Up Sync See: PPS Sync
|