Completing an Appointment

Note

This article relates to both the TM2 and TM3 versions of the desktop software

To complete an appointment, right-click on the appointment within the diary and choose Update Status > Completed

Once you click on 'Completed' the appointment, you will see the TM2 Quick Bill Screen.

From here, you will have a number of options.

• If the invoice is for a private patient, you will be able to accept Cash, Cheque or Card.
• Pay Later will invoice the patient or group but not require payment immediately.
• Do Not Bill will write off the Invoice.
• Go to Invoice and Do More will open the invoice to allow you to add discounts, credit notes etc.