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1. The PC computer or network that PPS is running on is your responsibility and is NOT covered by your PPS Support Contract. It is up to you to make sure that your PC or network is set up correctly to allow PPS to run correctly. Whilst PPS does not require any specific custom windows settings, there are various things that need to be set up and in place – especially in a network environment – before PPS will run effectively. You should employ the services of an IT expert if you are not sure how to set up your PC or network correctly.
2. The guidance given below is designed to help you if are prepared to set up and check your PC or network settings yourself. The advice and steps details are given on a “best intentions only” basis and PPS Support and Rushcliff Ltd. Are not responsible for any consequence of changes made to your PC or network by following the advice below.
3. If you are not happy following the guidelines below, then PPS Support can refer your problem to our in-house IT experts may be able to remotely assist you. This is an additional service that you pay for in exactly the same way as you would pay for the services of a local IT expert. The charge for this normally ranges between £30 and £120 per call plus vat.
If you have any questions or need any further advice before any changes are made to your PC or network then please do call us on 0845 0680 777. We are here to help.
Windows 2000 Professional / XP Professional / 2003 – 2.0GHz+ Processor (AMD or Pentium)- 1GB+ RAM (2GB+ preferred) - 5GB+ hard drive space.
Windows Vista Professional – 2.5GHz+ single core processor or 1.6GHz+ dual core processor - 3GB+ RAM - 5GB+ hard drive space.
Windows 7 Professional - 2.4GHz+ single core processor or 1.5GHz+ dual core processor - 2GB+ RAM (3GB+ preferred) - 5GB+ hard drive space.
We do not recommend that you use PPS on a PC with a lower specification than this as you may experience slow performance issues or unexpected behaviour of the software if the computer does not have enough resources to run correctly.
We also do not recommend you use Windows Home Editions unless you are on a single user licenced PPS system / single user PPS Sync Satellite system.
The first item to check (and often the most common cause for PPS not working correctly) is the security software package that you run on your system.
The most common choices are AVG, ESET, McAfee, Norton and Kaspersky although there are many others. Most of these programs, be them a simple anti-virus installation or a full on “security suite” which will often contain the software vendors anti-virus, firewall, auto protect, junk mail filter package all in one will have features in place which can affect the daily running of PPS.
To ensure PPS runs uninterrupted, you will need to ensure that the PPS4-0.exe (found in C:\PPSv4.0\pps4-0.exe) is added to an ‘exclusion’ or ‘safe program’ list within the software, which is usually found within the ‘tools’, ‘options’ or ‘configuration’ menu. Along with this, you may need to add a certain local or network path for your system to ignore – in this instance it will usually be “C:\PPSv4.0” for the local installation.
Here is an example of how to enable your AV software to ignore PPS using AVG Anti-Virus Business Edition:

Open up AVG, go to the Tools menu, and click on ‘Advanced Settings’.

In here you will need to add the pps4-0.exe into the ‘PUP Exceptions’ area (Potentially Unwanted Programs).
And then both the local and network “PPSv4.0” directories will need to be added into the ‘Directory Excludes’ area found within ‘Resident Shield’ section.

Further to this, the firewall software (be it Windows own or a third parties) may need to be added to the exclusion list also. This will enable PPS to check for PPS software updates from our server, update Support Contract or registration details automatically or even allow the usage of Sync Server if you are sharing your data over various locations.The Windows firewall can be found within the 'Control Panel' via the Start menu.
For network installations, you can use either a simple peer-to-peer network or a more advanced server-based network. For speed and reliability we recommend a wired network rather than wireless as these provide very inconsistent connection speeds. A wired network setup will require the network adaptor bandwidth to be 1Gbps or more.
Network speeds limited to 100MBps of bandwidth are used in small networks in early stages of PPS use, but as your database grows and your usage/number of concurrent users increase you will find this speed is simply not sufficient. You will also need to ensure any routers or switches used are also capable of 1Gbps+ speeds.
Finally, the main PC or Server that hosts the PPS Database will need to have sufficient resources in terms of both processing power (CPU), memory (RAM), Hard drive storage/disk read/write speeds and finally network speeds - lack of either or all of these resources will result in reduced PPS access times for the entire network. Your IT provider will be able to consult you further.
PPS requires that any current Windows user has full “read/write/modify/delete” access rights to the program folder and all files contained within. This means that the local "PPSv4.0" folder (usually found on the local C:\ drive) may need to be changed to reflect this.
If you are running from a network copy of PPS then both the local folder and the shared “PPS-Database" folder (where the database resides) will require the same full access rights.
To alter your NTFS sharing and security permissions, go to your “PPSv4.0” folder, right click and select ‘Properties’.
In here you can firstly click on the ‘Security’ tab. You will be able to see a list of different Windows User Groups that may have different access rights. The rights shown below allow changes to be made to not only the currently selected folder, but all sub-folders and files contained within as well.
- Full Control
- Modify
- Read & Execute
- List Folder Contents
- Read
- Write
If you are unsure of your current 'Windows User Group' account that relates to you or if you have an IT company that looks after your networking and security, you may require their assistance. However if you are fully aware of all Windows accounts enabled on the machine in question and you are happy to apply full file access to everyone that uses the PC in terms of PPS then you can enable all users to have full access to the folder by simply editing or adding in the windows 'Everyone' group with 'Full control'.

If you need to share your PPS-Database folder so that network copies on other computers can use the system then on the same 'Properties' screen, you can access the 'Sharing' tab. You will need to share the folder to the respective Windows accounts or all network users, and then use 'advanced sharing' button to enable which permissions thet require - again this will need to be full access. This will need to be done on the assumption that all computers are using the same 'Workgroup' account, which can be checked and changed by going to 'My Computer' or 'Computer', right clicking and going to 'Properties'.
PPS will work over any Windows network even if a variety of systems are on different operating systems and versions - i.e Windows 7 32bit can share its database over a network with other PPS systems using Windows Vista 32bit and Windows XP 64bit. There may be extra sharing and security principles to take into consideration for this setup - for instance Windows 7 can share over a 40, 56 or 128bit encryption method, whilst most XP and Vista systems can only use 40 or 56 bit encryption. Other items to look at may include making sure that password protected sharing is not enabled, and that the actual printer and file sharing ability is enabled as well.
Making sure the indexing and integrity of your data is at its optimal performance is a key part of ensuring that your PPS Database not only stays in healthy condition, but also allows for faster access times. For information on this, please refer to the seperate help guide by using the following link: http://www.rushcliff.com/kb/secure/database-maintenance-16.html
Disk Defragmenters are utilities that can be used in Microsoft Windows that have been designed to increase access speed by rearranging files stored on a disk to occupy “contiguous” storage locations, a technique called defragmentation. Defragmenting a disk minimizes head travel, which reduces the time it takes to read files from and write files to the disk. Beginning with Windows XP, Disk Defragmenter also reduces system start up times. Windows has its own Disk Defragmentation tool built in, however you can get other paid for and free 3rd party defragmenters that do an even better job of keeping your hard disk data in peak condition, increasing performance and access speeds.
The Disk Cleanup tool helps you free up space on your hard disk by searching your disk for files that you can safely delete. You can choose to delete some or all of the files. Use Disk Cleanup to perform any of the following tasks to free up space on your hard disk which in turn will increase performance:
Remove temporary Internet files. Remove downloaded program files. For example, ActiveX controls and Java applets that are downloaded from the Internet. Empty the Recycle Bin. Remove Windows temporary files. Remove optional Windows components that you are not using. Remove installed programs that you no longer use.
You can start Disk Cleanup, by doing any of the following: Click Start, and then click Run. In the Open box, type ‘cleanmgr’, and then click OK. Or in Windows Explorer or My Computer, right-click the disk in which you want to free up space, click Properties, click the General tab, and then click 'Disk Cleanup'.
Finally, when creating backups within PPS you may often find that there are old backup files stored within the 'Backup' or 'Temp' folders that the system uses which can subsequently be deleted to increase hard drive space. you can navigate to these folders using the following path: "PPSv4.0\PPS-Database\LiveData". Accounts The PPS Accounts system includes facilities for you to bill your clients, or third parties, record payments received, and manage all invoices that are overdue for payment. In addition, PPS also offers an additional module called PPS Expense that can be used to record details of practice expenditure. The Accounts system in PPS is not designed to be a full accounts system with ledgers, balance sheets, etc. but it can be used to supply revenue and expenditure information directly to another accounts system by way of exporting the information through reports.
PPS Accounts billing is structured into three areas: Charges, Invoices and Payments. Firstly Charges must be created, then an invoice produced, then a payment recorded. A Charge, or charges simply become “line items” on an invoice, and a payment recorded is “allocated” to the invoice. PPS is flexible enough to accommodate all requirements for practice billing including third-party billing, split billing (between client and third party), recording several payments against one invoice, or recording one payment against several invoices. There are various points throughout PPS that enable charges to be quickly created and “paid off” in one step. This single step still produces the correct Charge, Invoice and Payment records. Add Look this up under the type of new record you want to add – e.g. Client - Add or Appointment - Add Backup A Back up is a simply a copy of your data. It is very important to back up your data. PPS provides you with an option to make a back up copy of your data. The back up of your data can be used in conjunction with the “Restore” option if your data ever needs to be restore after a computer failure. It is quick and easy to make a back up copy of your data. It is your responsibility to make a back up copy regularly – at least EVERY DAY - and store this AWAY FROM YOUR COMPUTER. To run the back up option in PPS, select from the PPS Menu: Tools – Back up. This screen has options to include data from the various folders as part of your PPS database. These include the main DATA folder, your Letters folder, Charts folder, etc. You can select to back up all of these folders, or as many as you want for each back up copy. Running the Back up option produces a single file – this is a ZIP file which is a common type of “compressed” file. You can select to encrypt the file which automatically issues a password with the file, so that the data contained within the file cannot be accessed except by the PPS restore program (this password is also specific to your own PPS system). You can select to copy the back up file to an external disk or drive. You can copy the back up directly to a CD provided that you have formatted the CD correctly first. To copy to a CD, you must use your CD Writer software to format the CD in such a way that you are able to simply “drag and drop” files in windows explorer (or my computer) directly onto the CD. Charge A charge is the first step for PPS billing. You have to create a charge before you can raise an invoice – a charge is a “line item” on an invoice. Charges can be either for various types of treatment, or for stock/sundry items you may sell. PPS has a “list of standard charges” that you set up yourself giving you quick access to your charges via a code, or description. There are several ways in PPS that you can create a charge, you can also skip very quickly from creating a charge to recording a payment and PPS creates the invoice for you as you go.
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You can create a charge in the following ways (which way you regularly use will depend upon the way that you prefer to use PPS): 1) from the PPS Menu: Accounts – Create a Charge; 2) from the PPS Taskbar click on Create a Charge (if you have the diary open then highlighting an appointment first will create the charge related to that appointment); 3) from the PPS Menu: Accounts – Charges List, and click the New button; 4) from the diary, highlight an appointment, right-click on the appointment and select the Client Charge option from the pop-up menu; 5) when completing a consultation record, the “consultation complete” screen allows you to create the charge; 6) when completing an appointment the “appointment complete” screen allows you to create the charge; 7) Cash Desk can be used to create charges. The first four options above will show the Client Charge screen. This allows you to select / enter all the appropriate charge details and save the charge, or go on to create an invoice for the charge. An invoice can contain more than one charge so you do not always want to create the invoice each time.
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Whenever creating a charge, you have the option to select who will be invoiced for the charge, this includes the Client, and any one of the Third-Part Contacts associated with the client. This is how to bill an insurance company directly, for example. If the client does not have a third party contact associated with them, then you can select one while creating the charge, and select to always associate this third-part with the client. This will update the third-party contact details for you on the Main Client Details screen. Company Company is the “company name” element of a Third Party contact (as opposed to contact name). Third-party Contacts are individuals or organisations that can be associated with clients, for example Insurance Companies. You are able to set up your profile of third-party contacts yourself using the option from the PPS Menu: Tools – Options, and selecting the Client Contacts tab. Each type of contact (there are 9 in total) can be referred to via contact name, and Company name. An example is a Law Firm, where Contact Name would be an individual lawyer or solicitor, and the company would be the law firm. 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. Delete Delete is the term used to remove any record or file in PPS. Most “data entry” type screens will include a Delete button on the toolbar. You can use this button to delete the currently displayed record. There are various restrictions placed on deleting records in certain parts of the system. For example you cannot delete a client record if accounts records exist for that client. The System Administrator can also decide which PPS Users are allowed to delete which type of records. This is set up as part of the User Profile for each user – see: Access Control for more details. Details This is a generic term used to describe the information stored in any particular part of PPS. For example Main Client Details is the information you enter to this screen. In addition, there are several “notes” type fields that allow you to enter further “free text” details against a record – these are also sometimes referred to as Details. Find See: Search Important You can flag information as “important” while recording your clinical notes. For more details see: Consultation – Important information. Include This is a term used in the PPS Reports Wizard – on step 3 of the selections for your report. On most reports you can select to “include” a selection of details on the printed report. You can un-tick any items that you do not want to include. The “Include” options only apply when the report is printed or previewed – if you are exporting the report to a file or mail merge, then the “include” options do not apply. 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. List List is the term used to describe information that either appears on the screen or on a report in rows and columns. The term List is also used in PPS as a list of items such as menu, or list of entries such as a look up table. See also: List style diary. Microsoft Windows Windows™ is the name of the “operating system” that you use on your computer. PPS can be installed and used on a computer that runs “Microsoft Windows”. There are several different versions of Microsoft Windows, for example Windows XP, Windows 2000 and Windows 2003. PPS can be installed and used on all Windows versions except Windows 95 which is an older version. Modify This is the term used throughout PPS to “change” any of your existing records. PPS has buttons on many screens with a <Modify> prompt. Clicking this button will normally take you onto a further screen that allows you to modify the selected details. For more information about modifying various types of record in PPS, see the “modify” entry under the various section of this help guide, for example Invoices – Modify, Appointments – Modify, etc. 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.
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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.
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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.
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Also See: Installation New
Look up this under the type of new record – e.g. appointment - new 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”. 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. You can make your changes to these areas and press the OK or Apply button to save your changes. The Options screen has four tabs along the top: General, Custom Client Fields, Set Up Client Contacts, and Clinical Notes. See the entries under each of these sections for more details, for example Options – General. PPS PPS is the acronym for “Private Practice Software”. Registration See Also : PPS Registration; Client – Registration Security See: Access Control 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 Time See: Activities – Time; Appointments – Time Tools Menu Options on the Tools menu are listed alphabetically in this reference guide under each Section e.g. Look Up Tables.
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