Look-up Tables

Client and activity tables – In this section you are able to configure what selections can be made via the client details screen

Clinical notes tables – In this section you can configure your consultation screen and treatment episodes selections

Accounts tables – In this section you configure what information can selected when using accounts functions within PPS

Appointments diary tables – In this section you can configure what selection can be made when managing the appointments diary


Client and activity tables

Title

TOOLS > LOOKUP TABLES > TITLE > OPEN


From here you can Add, Modify, delete or export

Any changes made on this screen affect the Title section of the client details screen


Source of Introduction

TOOLS > LOOKUP TABLES > SOURCE OF INTRODUCTION > OPEN


From here you can Add, Modify, delete or export

Any changes made on this screen affect the source of introduction section of the client details screen


Occupation

TOOLS > LOOKUP TABLES > OCCUPATION > OPEN


From here you can Add, Modify, delete or export

Any changes made on this screen affect the occupation section of the client details screen


Activity categories 

TOOLS > LOOKUP TABLES > ACTIVITY CATEGORIES > OPEN


From here you can Add, Modify, delete, export or sync

Any changes made on this screen make them selectable when raising an activity in PPS


User-defined lookup tables 1 - 5 (not used)

TOOLS > LOOKUP TABLES > USER-DEFINED LOOKUP TABLES 1 - 5 (not used) > OPEN


From here you can Add, Modify, delete, export or sync


The other change that must be made to make sure it is accessible from the client details screen is:

TOOLS > OPTIONS > GENERAL SYSTEM OPTIONS > CUSTOM CLIENT FIELDS > ADD TEXT FOR CORRESPONDING LOOKUP FIELD 


Any changes made on this screen affect the profile section of the client details screen


Clinical notes tables

Treatment categories

Tools > Lookup tables > Treatment categories > Open


From here you can Add, Modify, delete or export

Any changes made on this screen make them selectable when accessing a treatment episode via the clinical details tab


Referral

Tools > Lookup tables > referral > Open


From here you can Add, Modify, delete or export

Any changes made on this screen make them selectable when accessing a treatment episode via the billing/admin details tab


Diagnosis

Tools > Lookup tables > diagnosis > Open


From here you can Add, Modify, delete or export

Any changes made on this screen make them selectable when accessing a treatment episode via the clinical details tab


Outcome

Tools > Lookup tables > outcome > Open


From here you can Add, Modify, delete or export

Any changes made on this screen make them selectable when accessing a treatment episode via the clinical details tab


Discharge status

Tools > Lookup tables > Discharge status > Open


From here you can Add, Modify, delete or export

Any changes made on this screen make them selectable when accessing a treatment episode via the clinical details tab


Clinical notes symbols and text entries

Tools > Lookup tables > clinical notes and symbols and text entries > Open


From here you can add a new symbol, modify, delete, load a text set or send a text set

Any changes made on this screen make them selectable when accessing the consultation screen via switch symbol pallet on/off and switch text pallet on/off

 
Area of treatment

Tools > Lookup tables > area of treatment > Open


From here you can Add, Modify, delete or export

Any changes made on this screen make them selectable when accessing a treatment episode via the clinical details tab


Accounts tables

Standard charges and stock items

Tools > Lookup tables > standard charges and stock items > Open


From here you can Multi-charge, Add, Modify, delete or export

Any changes made on this screen make them selectable when raising a charge on cash desk or create a charge


Stock batches

Tools > Lookup tables > stock batches > Open


From here you can add new stock batch, make a new stock adjustment or stock movement, modify and delete

Any changes made on this screen make them selectable when raising a charge for a stock item via cash desk or create a charge


Practitioner commission rates

Tools > Lookup tables > practitioner commission rates > Open


From here you can Add, Modify, delete or export

Any changes made on this screen make them selectable when using the PPS practitioner commission report


Insurance provider codes

Tools > Lookup tables > insurance provider codes > Open


From here you can Add, Modify, delete, export and sync

Any changes made on this screen make them selectable when producing an invoice

Payment methods

Tools > Lookup tables > payment methods > Open


From here you can Add, Modify, delete, export and sync

Any changes made on this screen make them selectable when recording a payment


Suppliers

Tools > Lookup tables > suppliers > Open


From here you can Add, Modify, delete, export and sync

Any changes made on this screen make them selectable when adding a new expenditure record or adding new stock batches


Appointments diary tables

Default appointment type

Tools > Lookup tables > default appointment type > Open


From here you can Add, Modify, delete, export and sync

Any changes made on this screen make them selectable when adding a new appointment


Departments

Tools > Lookup tables > departments > Open


From here you can Add, Modify, delete and sync

Any changes made on this screen make them selectable when adding a new appointment


Treatment rooms 

Tools > Lookup tables > treatment rooms > Open


From here you can Add, Modify, delete and sync

Any changes made on this screen make them selectable when adding a new appointment


Locations

Tools > Lookup tables > locations > Open


From here you can Add, modify, delete and sync

Any changes made on this screen make them selectable when adding a new appointment


Slot descriptions

Tools > Lookup tables > slot descriptions > Open


From here you can Add, modify, delete and sync

Any changes made on this screen make them selectable when setting up your appointments diary 


Reason for non-attendance 

Tools > Lookup tables > reason for non-attendance > Open


From here you can Add, modify, delete, export and sync

Any changes made on this screen make them selectable when cancelling an appointment


Appointment type 

Tools > Lookup tables > appointment type > Open


From here you can Add, modify, delete, export and sync

Any changes made on this screen make them selectable when creating an appointment and selecting an appointment type


Non-availability reasons

Tools > Lookup tables > non-availability reasons > Open


From here you can Add, modify, delete and sync

Any changes made on this screen make them selectable when adding blocked time in the appointments diary


Equipment

Tools > Lookup tables > equipment > Open


From here you can Add, modify, delete, export and sync

Any changes made on this screen make them selectable when adding equipment to appointments


Calendar dates

Tools > Lookup tables > calendar dates > Open


From here you can Add, Modify, delete, export and sync

Any changes made on this screen instantly appear in the appointments diary





 

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