The client log in PPS provides you with a complete view of all records associated with a client. From here you can view the client's treatment episodes, consultations, custom forms, accounts, appointments, activites, medical history and documents.
The client log can be accessed from the Task Bar, from top menu bar under Client or by using the keyboard shortcut ALT + O.
Toolbar
The toolbar at the top lets you perform certain actions.
- Open - The open button lets you open the highlighted record. Records can also be opened by double clicking on them.
- Delete - The delete button will delete the currently selected record. Certain record types such as appointments and online form requests cannot be deleted from the client log.
- Search - The search button lets you search for a client to load their client log.
- Print - The print button allows you to print the select record. The print option will work for certain record types such as activities, invoices, payments and consultations.
- Refresh - This will refresh the contents of the client log.
- Upload Documents - This button loads the multi-document upload window.
- Send Form to Client - The Send Form to Client button allows you to send an online client form to the client.
Client Details
The next section in the client log will show you an overview of the client's detail. This includes the client's record number, name, DOB, ref and registered date.
Below that will show the clients contact information such as address, email and telephone numbers.
If a medical history form as been completed for the client then any questions enabled to 'Include in Summary' will appear here that have been answered.
If the client has any default notes entries or critical notes then these will appear at the bottom.
Client Log Tree
The client log tree on the left hand side will show you total number of records for the client and will allow you to filter the client log by record type.
For example if you only want to see a list of the client's appointments then you can click on the Appointments folder to only display appointment records. To show all records again you can click back onto the client log at the top.
Record View
The centre of the client log window will show you a list of records for the client. Records can be opened by double clicking on them or by clicking on them and using the open button at the top of the window.
By default the records are sorted in date order descending. You can click on a column heading to order the records by a different column.
Certain records such as custom forms, activities and documents will allow you to right click onto them to perform additional functions such as assigning the record to a treatment episode.
Pinning Records
Pinning allows you to be keep selected records at the top of a client’s log so they’re easy to find, regardless of date.
This can be useful for highlighting key information such as ongoing treatment episodes, important documents/activities, or frequently accessed records.
Records can be pinned/unpinned by right clicking on them and then selecting the 'Pin / Unpin this item'.
Auto Preview
The auto preview button at the bottom right of the client log window can be used to display or hide the preview window pane. This allows you to quickly preview certain records such as activities without needing to open them.
Filters
At the bottom of the client log window you can set specific filters to control which records to display.
- Filter - Search words can be entered here to further filter the client log
- Green Button - Hide records that are now due
- Orange Button - Hide records with a future date
- Purple Button - Hide any completed records
- Red Button -Hide DNA appointments
- Archive - This button can be toggled to display/hide archived activity and appointment records.