Contacts

This collection contains articles explaining how Contacts work in TM3. This includes Patients, Mailchimp, Groups/Business and Medical Contacts

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43 articles in this collection
Written by Connor McCullough
Patient/Client

Client Dashboard Overview

A detailed look at the functionality on the Client Dashboard
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Written by Connor McCullough
Updated over a week ago

Client Record in Detail

A detailed view of the Client Record and the functionality within it.
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Written by Connor McCullough
Updated over a week ago

How to Add a Client

How to add a new client/patient to TM3.
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Written by Connor McCullough
Updated over a week ago

How to Edit a Client Record

How to edit an existing client record in TM3.
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Written by Connor McCullough
Updated over a week ago

Anonymise/Delete Patient

How to anonymise or delete a patient who is no longer active with your clinic.
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Written by Connor McCullough
Updated over a week ago

How to View Client Appointments

View your client/patient's past and future appointments.
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Written by Connor McCullough
Updated over a week ago

How to Book an Appointment from a Client Record

Book an appointment from within your client's record on TM3.
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Written by Connor McCullough
Updated over a week ago

How to View Client Account

View your clients account including invoices, transactions, charges etc.
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Written by Connor McCullough
Updated over a week ago

How to Manually Raise an Invoice via Client Record

Discover how to manually raise an invoice from within the Client's record.
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Written by Connor McCullough
Updated over a week ago

How to Accept Payment via Client Record

Discover how to add a payment to an account from within the Client Record
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Written by Connor McCullough
Updated over a week ago

Assigning Contacts to Clients

Assign Medical Contacts and Next of Kin information to a Client Record.
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Written by Connor McCullough
Updated over a week ago

Remove Contacts from a Client

How to remove Medical Contacts and Next of Kin information from a Client Record.
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Written by Connor McCullough
Updated over a week ago

Recording Administrative Notes/Log on Client Record

How to record administrative notes and logs about patient into their Client Record.
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Written by Connor McCullough
Updated over a week ago

How to Record Client Treatment Authorisation

Record Client Treatment Authorisation from within the patient's record.
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Written by Connor McCullough
Updated over a week ago

Sending an Email from a Patient/Client Record

Discover how to send an email from within a patient/client record.
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Written by Connor McCullough
Updated over a week ago

Printing a Letter from a Patient Record

How to print a letter for the patient from within the Patient/Client Record
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Written by Connor McCullough
Updated over a week ago

How to View Patient Correspondence History

View the Patient/Client Correspondence from the clinic from within the Patient/Client Record
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Written by Connor McCullough
Updated over a week ago

How to Upload a Document to a Patient Record

Upload a document or file into the Patient's record for future reference.
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Written by Connor McCullough
Updated over a week ago

How to Assign a Patient to a Group/Business

How to assign a patient/client to a group/business who will be funding their treatment.
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Written by Connor McCullough
Updated over a week ago

How Do I Merge Patient Records?

How to merge patient records if they are duplicated in error.
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Written by Connor McCullough
Updated over a week ago

Patient Consent

How to edit patient consent details for treatment and marketing purposes.
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Written by Connor McCullough
Updated over a week ago

Subject Access Request

Action a subject access request from a patient within TM3.
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Written by Connor McCullough
Updated over a week ago

Patient Forms

Discover how to add a patient form to the client record.
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Written by Connor McCullough
Updated over a week ago