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Clinical Notes (Basic)

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TM2 | TM3 Desktop Knowledge Base

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Getting Started
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Main
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Practice
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Clinical Notes
Clinical Notes
Settings
Settings
- How to customise the toolbar
- How to check if a communication has sent within TM2
- Scanning documents into TM2/TM3
- TM2/TM3 Options
  TM2/TM3 Options
  - General
    General
    
    Clearing record locks
    
    How to edit print preview options
    
    How to edit the Start-Up Screen
  - Dates & Holidays
    Dates & Holidays
    
    How to set up holidays within TM2/TM3
  - Lookups & Labels
    Lookups & Labels
    
    How to add required cancellation reasons
    
    How to edit appointment reminder emails
  - Folders
    Folders
    
    How to add Microsoft Word as the default processor
  - Advanced Settings
    Advanced Settings
    
    How to allow users to select location at login
    
    How to enable patient SMS checkbox by default
    
    How to set an automatic log out duration
    
    Naming scanned images within TM2/TM3
- Menu Bar Overview
  Menu Bar Overview
  - File
  - View
  - Finance
  - Tools
  - Help
- Task & To Do List
  Task & To Do List
- Local Backups
  Local Backups
  - Local Backup
  - Not receiving back up emails (Local Clients Only)
- Letter Templates
  Letter Templates
- Linked Software
  Linked Software
  - Physiotec
    Physiotec
    
    What is Physiotec?
    
    Integrating Physiotec with TM2/TM3
  - Physiotools
    Physiotools
    
    What is Physiotools?
    
    Integrating Physiotools with TM2/TM3
  - Postcode Service
    Postcode Service
    
    What is the "Postcode Service"?
    
    How to activate the Postcode Service
    
    Using the Postcode Service
  - Salaso
    Salaso
    
    What is Salaso?
    
    Integrating Salaso with TM2/TM3
- TM2/TM3 Online Booking Portal
  TM2/TM3 Online Booking Portal
Additional Products/Services
Additional Products/Services
- Cancelling TM2
- 24/7 Reception
  24/7 Reception
- Role Manager
  Role Manager
- SMS Text Service
  SMS Text Service
- TM2/TM3 Online
  TM2/TM3 Online
- TM2/TM3 Reception
  TM2/TM3 Reception
- TM2/TM3 Room Manager
  TM2/TM3 Room Manager
Pronto
Pronto
- (1) Understanding Pronto
  (1) Understanding Pronto
  - What is Pronto?
  - Initial FAQs
- (2) Who is using Pronto?
  (2) Who is using Pronto?
  - Current Referral Sources
- (3) I was to Sign Up
  (3) I was to Sign Up
  - How do I sign up?
- (4) Setup (Technical)
  (4) Setup (Technical)
  - Understanding the Pronto Requirements
  - General Setup
    General Setup
    
    Creating the Group / Business
    
    Enable Practitioners and their Sessions
    
    Setting up Practitioner Specialisms
  - Pronto Settings Walkthrough
    Pronto Settings Walkthrough
    
    Networks
    
    Pronto Settings
    
    Services Offered
  - Referrer specific setup information
    Referrer specific setup information
    
    Physio First
    Physio First
    
    Creating / Linking the Group
    
    Enable Online Bookings at Physio First
    
    Enable only Physio First Members
    
    IMPORTANT - Matching Names
    
    PhysioMed
    PhysioMed
    
    Who are PhysioMed?
    
    Adding additional Appointments to an Invoice
    
    Clinical Reporting
    
    Creating / Linking the PhysioMed Group
    
    Financial Reporting
    
    Referral Process
    
    Rejected Referrals and Reports
    
    RehabWorks
    RehabWorks
    
    Changing your current RehabWorks Charge
    
    Making sessions available for a RehabWorks referral
    
    RehabWorks and Pronto FAQ
  - Setup Scenarios
    Setup Scenarios
    
    Blocking out the start of the day
- (5) Checking Setup
  (5) Checking Setup
  - Pronto Setup Check List
  - IMPORTANT - Ensuring Availability
- (6) What happens when I getting a booking?
  (6) What happens when I getting a booking?
- Pronto Portal
  Pronto Portal
  - Pronto Portal Setup Checklist
  - Pronto Portal Browser Requirements
  - Pronto Portal Settings
  - Sign-up and Setup
  - FAQs
    FAQs
    
    I am setup for X, how can I also be setup for Y?
    
    What happens when I get a booking?
  - Important Setup
    Important Setup
    
    Adding a new Location
    
    Adding a new Practitioner
    
    Pronto Portal - Ensuring Availability
    
    Setting Gender
- Pronto Order Complete - What Next?
- Pronto Team Contact Us
Webinars
Webinars
Support
Support
- Adding Extra Security to your Support Account
- Checking the Service Status of TM2/TM3
- File Access Error
- Help Logging In
- How to change your own password
- How to Contact Us
- I've forgotten my password
- 2gether
  2gether
  - Accessing 2gether
  - How to create additional 2gether logins
  - Logging a Support Query
  - Forum guidelines and information
    Forum guidelines and information
    
    Displaying a Profile Picture on your 2gether Account
    
    Forum Guidelines
- Frequently asked questions
  Frequently asked questions
  - How do I change my display settings in Windows?
  - How do I migrate my local TM2 Database to another server? - TM2 Only
  - How to find your system specifications
  - TM2/TM3 and accounts FAQ
  - TM2/TM3 Desktop & Windows 10
  - TM2/TM3 Desktop on Non Windows Devices
  - What is Microsoft .Net Framework 4?
  - TM2/TM3 Desktop and 'Apple' Devices
    TM2/TM3 Desktop and 'Apple' Devices
    
    How to install and run TeamViewer with TM2/TM3
    
    Information on running TM2 on iPad's, iPhones and iOS in general
    
    Using TM2/TM3 Desktop on an Apple Mac
- Hosted
  Hosted
- Release & Build Notes
  Release & Build Notes
  - 2012
    2012
    
    TM2 2012.08.101
    
    TM2 2012.10.101.1 - Hotfixes
    
    TM2 2012.10.101.12 - Physio Tec Integration
  - 2013
    2013
    
    TM2 2013.06.101.04
    
    TM2 2013.10.101.21
    
    TM2 2013.3.101.18
  - 2014
    2014
    
    TM2 v2014.04.000.36
  - 2015
    2015
    
    TM2 v 2015.01.000.10
    
    TM2 v 2015.01.000 Remote Tool
    
    TM2 Update Notes January 2015
  - 2016
    2016
    
    2016 Hotfix 1
    
    2016 Hotfix 2
    
    2016 Hotfix - Knowledge Base
    
    TM2 v 2016.04
  - 2017
    2017
    
    TM Desktop 2017.02
    
    TM Desktop 2017.02 Hotfix
    
    TM Desktop 2017.03
    
    TM Desktop HF 2017.04
  - 2018
    2018
    
    TM Desktop HF 2018.05
    
    TM Desktop HF 2018.12
  - 2020
    2020
    
    TM Desktop HF 2019.12
- TM2/TM3 Desktop Updates
  TM2/TM3 Desktop Updates
- Troubleshooting
  Troubleshooting

Clinical Notes (Basic)

TM2 Clinical notes (for beginners) Webinar - 6/11/15 from TM2 Practice Management Software on Vimeo.

Clinical Notes (Advanced)

Customising TM2

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