Diary

The collection contains articles to help explain the functionality of the diary.

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38 articles in this collection
Written by Connor McCullough and Rebecca Harpur
Appointments

Appointment Form

Take a look at the overview of the appointment booking screen.
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Written by Connor McCullough
Updated over a week ago

How to Book Appointments for New Self- Funding Patients

Book an appointment for a new self-funding patient at your clinic.
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Written by Connor McCullough
Updated over a week ago

How to Book Appointments for Existing Self- Funding Patients

Book an appointment for an existing self-funding patient.
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Written by Connor McCullough
Updated over a week ago

How to Book Appointments for New Business Patients

Book an appointment for a new business patient at your clinic
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Written by Connor McCullough
Updated over a week ago

How to Book Appointments for Existing Business Patients

How to book appointments for existing business patients
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Written by Connor McCullough
Updated over a week ago

How to Record a Client has Arrived in the Clinic

Record a patient arriving in the clinic for their appointment.
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Written by Connor McCullough
Updated over a week ago

How to Complete and Bill For an Appointment

Discover how to complete an appointment and bill the patient for their treatment.
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Written by Connor McCullough
Updated over a week ago

How to Cancel an Appointment

How to cancel a patient's appointment and bill for cancellation.
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Written by Connor McCullough
Updated over a week ago

How to Record a DNA

How to record a DNA if the patient fails to attend their appointment
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Written by Connor McCullough
Updated over a week ago

How to Add Stock to an Appointment

Discover how to add a stock item to your appointment.
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Written by Connor McCullough
Updated over a week ago

How to Deal with Part Payments

How to process part payments made by a patient.
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Written by Connor McCullough
Updated over a week ago

How to Deal with Split Payments

How to process a split payment from a patient
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Written by Connor McCullough
Updated over a week ago

Printing a Letter from an Appointment

How to print a letter from an appointment screen in your TM3 diary
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Written by Connor McCullough
Updated over a week ago

Sending an Email from an Appointment

How to send an email from an appointment screen in your TM3 Diary
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Written by Connor McCullough
Updated over a week ago

Sending a SMS from an Appointment

How to send an SMS from the appointment screen in your TM3 Diary
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Written by Connor McCullough
Updated over a week ago

How to Manually Send Reminders

Discover how to manually send reminders from your diary and appointment screens.
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Written by Connor McCullough
Updated over a week ago

Appointment Actions

Discover the actions you can take on an appointment screen
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Written by Connor McCullough
Updated over a week ago
Video Appointments/Telehealth

Choose your Telehealth Mode

Discover the methods available to deliver Telehealth in TM3.
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Written by Rebecca Harpur
Updated over a week ago

Set Up Your Appointment Types For Video

How to set up appointments to be video appointments by default.
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Written by Rebecca Harpur
Updated over a week ago

Set Up Your Class & Course Types For Video

Set up class and course types to by video class and courses by default.
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Written by Rebecca Harpur
Updated over a week ago

Configure your Video Appointment and Class Reminder Templates

How to configure your reminder templates for video appointments and classes.
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Written by Rebecca Harpur
Updated over a week ago

TM3 Telehealth Appointments

How to book and deliver Telehealth Appointments in TM3
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Written by Rebecca Harpur
Updated over a week ago

Enable Zoom Integration

How to enable your Zoom Integration in TM3.
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Written by Rebecca Harpur
Updated over a week ago

Video Appointments & Classes Using Zoom

How to book and deliver appointments and classes using Zoom on TM3.
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Written by Rebecca Harpur
Updated over a week ago

Video Appointments & Classes using Other Providers

How to book and delivery video appointments and classes using other Telehealth providers on TM3.
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Written by Rebecca Harpur
Updated over a week ago

Troubleshooting Video Appointments

How to troubleshoot issues with video appointments.
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Written by Rebecca Harpur
Updated over a week ago

Troubleshooting Video Appointments on Mobile Devices (iOS & Android)

How to troubleshoot issues concerning video appointments on mobile devices.
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Written by Rebecca Harpur
Updated over a week ago

Disable Zoom Integration

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Written by Connor McCullough
Updated over a week ago

Troubleshooting Appointment Reminders

Discover some solutions to issues with appointment reminders.
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Written by Rebecca Harpur
Updated over a week ago