To book an appointment for an existing self-funding patient, simply click on the time in the diary you would like the appointment to be. This will bring up the screen below.

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

Once you start typing the name of the patient, TM3 will bring up client records that match the name you are searching for. Simply click on the name to add it to the appointment.

When the name is selected it will then bring up all of the information about the patient's case and charges, along with other options available when booking any appointment type. You can edit any of this information if required.

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