To book an appointment for an existing business patient, simply select the date and time in the diary that you would like the appointment to be.

As we are booking for an existing patient, start typing their name into the ' Start typing to search for client' box.

Once you start typing, TM3 will bring up patient records that match the name you are searching for. Once you have selected the correct name it will populate the appointment screen.

It will also populate the billing information for this patient. This will include the funder, the charge and information about their treatment authorisations.

Once you have completed all the information, click 'Create' to book the appointment.

Did this answer your question?