TM3 Templates have no correlation to TM2 Desktop templates. They are unique to the system and are controlled from TM3 Only.

Templates are what you send out to your patients i.e. appointment reminders, invoice reminders, receipts. Templates are split up into 4 options; SMS, Email, Letter and Print-Out.

Looking at the below image you are able to tell the difference by the symbol beside the template.

An email will have an envelope symbol, a letter will have a page symbol, a print-out will have a printer and an SMS will have a phone symbol.

When you first open your documents, it will look like this:

Templates can be edited and created for the following sections:

  • Appointments

  • Business

  • Case

  • Classes

  • Contact

  • Forms

  • Invoice

  • Client

  • Payment

  • Practitioner

  • Waiting Lists

Each template has its own unique versions of merge fields. These merge fields again will be different from the ones in TM2 Desktop. Some have been removed whilst others have been added.

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