To begin we will need to book an appointment for your patient, first navigate to the Diary and click on a free slot to start a booking.

If it is a new client complete the quick form on the appointment.

Enter the patient's details into the boxes provided. Mandatory fields will be orange.

Select a body site so that this appointment links to the initial assessment.

Once you are happy with the details of the appointment simply press click Create at the top right hand side of the appointment tab.

Edit Patient Record

To edit the patient's record from the appointment either click on the patient's name to open their record in the same tab or click the rectangle beside their name to open in a new tab.

Once you're on the patient's record click Edit to edit their details.

The important sections for the report are all the top, most of which will be completed already. Forename, Surname and Date of Birth - however Gender may not be. If it hasn't been added then you can add this here.

As default, there are three options for gender. You can add further options, if needed, by going to Settings > Configuration > Custom Lists > Genders

Alternatively, you can automatically send a Form for the patient to fill in when you

register them as a new patient.

You can set this up to go automatically upon patient registration under Settings > Forms.

You can also send this Form manually, through the Forms Tile on the patient's record, simply press Add New > Send > Registration. The form will have them confirm their Name, Gender and Date of Birth amongst other areas such as contact details.

Start episode of care

Click on the appointment and Go To Case.

From here you will be asked to complete the First Consultation template.

If you already entered the gender from the previous section, this will already be filled on the consultation, however there is an option to enter it here also if this was missed.

The patient must consent for their data to be included in a clinical audit.

Has the patient received any remote consultations?

The next section contains two drop down lists where the user can select data from the prepopulated list.

Next are series of pre-populated lists, you must select one option from the list.

Referral information - You can select from a set of pre-populated lists.

Treatment Details - You must select one option only from each of the lists.

You will then be asked to complete treatment details.

A pre-selected drop list is provided here so that you don’t need to type everything in.

Same, for the factors influencing outcome section.

This is the main body of the initial template.


The next step is to create a set of PSFS scores and then to give them a score.

Type the name of the PSFS score in the Activity box

Once you have typed the name of the activity, press Add. This will add it to the list.

Then press Submit

Once submitted, you will be provided with a slider, simply slide the score over to the correct scores for each activity.

Finally, you will be asked to enter an NPRS Score.

Press Save at the top of the case.

You can also add your own Assessments and Modalities here if you would like, but this is not needed for the report data. You can do this by pressing Add and then selecting either Assessment or Modality and choosing the template you wish to add from the list.

Follow Up Appointment

Click on the follow up appointment in the diary and then click Go To Case.

Again, you will be asked to complete the treatment details.

Then the PSFS and NPRS scores.

You can continue to write their own notes, below which will not appear on the report.

You can continue to add multiple follow ups throughout the patient's journey, the same template will display each time.


Click on More located at the top right hand corner of the Case and then Discharge Case.

The Discharge template will now appear.

Each section is recorded and will show on your Report, so please complete as much as possible.

Next it will ask Is the patient able to work with the present problem?

This answer should already be pre-selected from the Admission section.

If one of the following has been selected -

2a. Yes – Restricted Duties
2b. yes- Alternative Duties
3. No – Not able to work due to present problem

Then the section below will appear.

Is the patient back at work on full duties?

If Yes is selected.

Then it will ask further questions, seen below.

If any option lower than 1 month is selected then you will be asked for the number of days. This will need to be a number between 1 and 28.

If No is selected it will ask if the patient is back at work on restricted or alternative duties. If you select No the questions will end.

If you answer Yes then it will ask for a length of time on restricted duties.

The last section asks if there have been any remote consultations throughout the course of treatment, and then asks you for the final PSFS and NPRS Scores.

Running The Report

To run the report amd generate the information from the patient's treatment click the Report tab on the left hand side of TM3.

And then the Bespoke tab at the top.

Find an run the report named DFI Report

Input the Date Range. This will show all cases Discharged between your date range.

Click the Export To icon at the top then select XLS. This will allow you to export it to an Excel file.

The data can then be viewed and submitted from here

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