[Video] Adding a third party

Third-Party Contacts in PPS are all the individuals, or organisations you deal with that are not directly “clients”. These include Doctors (GPs), Hospital Consultants, Clubs, Insurance companies, etc. PPS allows to record details for third-parties because these can be used for billing or correspondence purposes. Third-Party Contact records can be accessed from the PPS Menu: Contacts, then select the type of third-party contact list from Doctor, Insurance, Club, etc. Third-party contact records are normally associated with a client record. There is a section of the Main Client Details screen that allows you to enter these details as appropriate. Once you have entered any third-party details against a client, then this third-party can be used whenever you create charges for that client, or you need to write to the third-party on behalf of the client.

 

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