How to book appointments for existing self funding patients

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 would like the appointment to be.  This will bring up the screen below.  As we are booking for an existing client we start to type their name in the 'Start typing to search for an existing client.'

 If you don't click on the correct time you can always change it by clicking Edit on the appointment screen.

Once you start typing, TM3 will bring up client records that match the name you are searching for.  You can see in the image below that one record is returned which lets us know there is only one patient called Danny in this TM3 database.

When we click on his name it brings us to the appointment details screen which you can see in the following image.  You can edit these details if need be and then click Book.