Appointments

Articles

Appointment form
Click on the time in the diary that you would like to book the appointment for. Once you have selected the patient or create a new patient you will be taken to the appointment detail section Appointment Ac...
 How to book appointments for existing self funding patients
Video Step by step guide How to book appointments for existing self funding patients As mentioned in the video, you click on the date and time in the diary that you wou...
 How to book appointments for new self funding patients
Video Step by step guide How to book appointments for new self funding patients As mentioned in the video, you click on the date and time in the diary that you would like the ...
 How to book appointments for new business patients
Video Step by step guide How to book an appointment for new business patients As mentioned in the video, you click on the date and time in the diary that you would l...
 How to book appointments for existing business patients
Video Step by step guide How to book an appointment for existing business patients As mentioned in the video, you click on the date and time in the diary that you would ...
How to record a client has arrived in the clinic
You are able to change the status of an appointment by clicking on it from the diary.  The appointment then opens up and we can choose Arrive which is highlighted in red in the image below. Once we mark the appointment as ar...
How to Complete and bill for an Appointment
I will discuss how to complete and bill an appointment for a self funding client and a client who is linked to an insurance company.  We complete an appointment the same way for both instances, by clicking on the appointment in the diary and ...
 How to cancel an appointment
Video Step by step If a patient cancels simply click on their appointment and select Cancel . This then brings up the quick bill screen with the cancellation charge you have set ...
 How to record a DNA
Video Step by step guide How to record a DNA As mentioned in the video, you click on the appointment in the diary and click Did Not Attend . This then brings you to the qu...
 How to add a stock to an appointment
 How to deal with part payments
 How to deal with split payments
Diary Appointment Icons
There are a few icons that you will notice appearing on your appointments in the diary these relate to varying things, ie appointment reminders, alerts and so on. Below I have listed out each of these.  To the right i...
Printing a Letter from an Appointment
Printing a letter for a patient can be done in a few ways, however from the patients appointment on the diary, it  can be done in a quick and easy way.  The first step will be to click on an appointment for...
Sending an Email from appointment
On the diary you are able to send emails to clients from their appointments. To do this click on the appointment you wish to send an email to.  This will bring up the below Appointment Details screen. Highlighted in this ima...
Sending a SMS from an Appointment
Sending a SMS  to a patient can be done in different ways, sending one from a patients appointment on the diary can be done in a quick and easy way.  Firstly, you need to click on the appointment on the diary...
How to Manually Send Reminders
You are able to send SMS appointment reminders manually  as well as automatic reminders.  See this article on how to configure automatic appointment reminders.    To send a manual reminder click on the appointment...
Appointment Actions
Clicking on an appointment will open the 'Appointment Details' window: ...
Video Appointments (Telemedicine/Telehealth)
Compatible Device Browsers Windows Computers: Google Chrome (recommended) Mac Computers: Google Chrome, Safari Android Mobiles and Tablets: Google Chrome iPhones and iPads: Safari  TM3 allows you to deliver ap...
Video Appointments Email Reminder Template
If you have automatic Email reminders enabled, you will need to add the link to your reminder template. You can do this by going to Settings > Documents > Appointments > Appointment reminder email template. Press view on this to bring up th...
Troubleshooting Video Appointments
Allowing Camera permissions within Google Chrome  (Windows and MacOS)   The following article should explain how to set sufficient permissions to allow TM3’s Video Consultations to work with your machines built in Camera and Microph...
Troubleshooting Video Appointments on Mobile devices (iOS & Android)
How to give access to Safari to use your camera and microphone on an iOS mobile (iphone) or tablet (ipad) device. To have a call on iOS devices, you need to provide access to your webcam and microphone. Safari requires you answer this each time...