Business/Group Record In Detail

In order to view a business record, first Search for the Business and then click on view. You will then be presented with that business record, which will look similar to the below image.  (Note: The Further Details drop down has been selected which shows more information such as the Business  reference number, balance, classification etc.)

Making the Business Inactive/Active

Beside the Business name, you will see the status of this Business is Current. If you no longer need/use this Business you can set them to Non-Current, and they will no longer appear in the search results. To do this you first need to Click on Edit. You will then see the window below, where you first need to uncheck the In Use box and then click Update.

To make a contact Active again, follow the same steps, but make sure to re-check the In Use box and select Update.


You can perform a number of actions within the Business record, such as adding an Alert, Payment or Invoice or you can access different communication methods. To perform an action first click on the Action button. You will then be presented with the following drop down and can select the action you wish to perform.


To view the Business account first click on the Account tab shown below.

You will then be presented with the Main Account tab, where you can see all the invoices that have been raised for the business, similar to the image below.  As you can see the information presented includes the date the invoice was raised, the reference number of the invoice, the patient the invoice is linked to and the location of the clinic  linked to the invoice. You also have the option to view each individual invoice which can be done by either double clicking on it, or clicking on view.

By Default TM3 will load invoices for the past 3 months. However you can edit the date range to show invoices from whatever date you choose. Simply click on the date range (just under the main account tab) and you will be presented with a calendar, where you can select the date range you want. 

Beside the Main Account Tab you will also see a Charges tab. Clicking on this will present you with a list of every single charge that has been added to the Business Account, similar to the image below. As you can see the information presented includes the date of the charge, the reference number, the patient and practitioner linked to the charge, the description/stock item  linked to the charge and whether or not the charge has been added to an invoice. You also have the option to view the charge by either double clicking or clicking on view.

View Clients

You can view the clients linked to a business by clicking on the clients tab. 

This will populate a list of all clients linked to the business and will look similar to the image below.

From within this section you can then view the client record, simply by double clicking on a client or clicking on view.


You can edit a number of settings from within a group. To do this simply click on the settings tab as show below. 

From within the setting tabs you can change Invoice Settings, Notifications, Required Fields, and Treatment Authorisations.

More information on these setting can be found at the link below:

How To Configure Group Settings 


Each Group that you save on TM3 will be able to have multiple locations linked to them. When you go to view a Group record you will see a tab for 'Locations' which will give you the number of locations that are currently linked to the group.

From within the Location settings you can add a new location and configure charges for a group. More information can be found at the below links:

How to Configure Group Locations

How to Configure Business Charges

View and Add Documents

To view document history or add a new document, first click on then documents tab

You will then be able to attach new documents, by either clicking on or dragging files into the area. You will also see the existing documents, you have uploaded, and can ViewRename and Delete them.