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Clinical Notes - Advanced
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TM2 | TM3 Desktop Knowledge Base
Home
Getting Started
Getting Started
Minimum Requirements
TM2/TM3 Download
TM2/TM3 Install
Initial Setup - TM2
Initial Setup - TM3 Desktop Interface
TM2 User Guides
TM2/TM3 Hot Keys and Shortcuts
Main
Main
Diary
Diary
Diary Overview
Booking an Appointment
Completing an Appointment
Patient Cancellations and DNA
Appointment Finder
Treatment Authorisation Setup
Appointment Authorisation Countdown
Linking Appointments to Cases
Cases not Linked to an Appointment?
What do the different appointment icons mean?
How to Reorder Practitioners
How to Allow week/month view for Multiple Practitioners
Notifying a patient when an appointment becomes available after a cancellation
How to change the time format of the Diary
How to increase the number of appointments allowed per diary slot
Hiding cancelled appointments in your TM2/TM3 diary
Where is my Calendar?
Sending an email or SMS reminder
Authorisation Appointments not linked
Patients
Patients
Patients Overview
How do I merge patient records?
Exporting Patient Emails from TM2
Patient Consent
Groups
Groups
Groups/Businesses Overview
Creating a Group/Business
Additional Group/Business Details
Setting a Group/Business to pay for DNA
Can I delete a group?
Practitioner
Practitioner
Practitioner Overview
How to change a practitioners working hours
Creating a Practitioner
Removing a Practitioner
Practitioner Sessions
Advanced Practitioner Sessions
Adding a Practitioner to a another / new location
Medical contacts
Medical contacts
Medical Contacts Overview
Creating a Medical Contact
Additional Medical Contact Options
Patients and Medical Contacts
Patient list
Patient list
Patient List Overview
Creating & sending a group SMS or email
How to create a Mail Merge
Cases
Cases
Cases Overview
Finances
Finances
Invoices
Invoices
Invoices Overview
Adding Physical Stock items to an Invoice
Adding text to your TM2 invoice
Advanced Payments
Can I have different invoice templates for different groups?
Customising invoices/Requesting a custom invoice
How to apply a discount to an Invoice
How to create a batch of invoices using the Invoice Wizard
How to create & apply discounts
How to Credit Full Amount of an Invoice
How to give a Partial Credit
How to Locate an invoice that can't be found
How to print a previous batch of invoices using the invoice wizard
How to print an Existing Invoice
How to Transfer Insurance Excess to Patient
How to write off an Invoice
Installing Custom Invoices – Hosted
Installing Custom Invoices – Local
Split Payments
Statement of Account
Statement of Billing
What if i have to change an invoice after it is closed off?
Payments
Payments
Payments Overview
Charging Different Companies
How to Print a Receipt
How to Reconcile a Payment
How to Sell and Redeem Gift Vouchers
Prepayment Methods
Refunding a Payment
Expenditure
Expenditure
Expenditure Overview
Creating an Expenditure
Healthcode
Healthcode
What is Healthcode?
Activating Healthcode in TM2
Assigning Healthcodes to Stock Items
Exporting Invoices to Healthcode
Healthcode Configuration - Video Guide
Healthcode Prerequisites
Importing payments from Healthcode
Patient Record - Policy Number Details
Setting up Diagnosis Codes for Healthcode
Setting up Healthcode for a specific Group
Frequently asked questions
Frequently asked questions
Common ICD9 Charge Codes
Contact Healthcode
Healthcode Wizard not picking up Invoices
Insurer Names & Insurer Codes
TM2 for Accounting
TM2 for Accounting
How ledger codes are used
Producing end of year figures with TM2/TM3
Custom (Bespoke) Invoice/Receipt Requests
Practice
Practice
Stock
Stock
Stock Overview
Adding a stock item
Can I delete a stock item?
How to create a Stock Item
How to Create and Use Multi Stock Items
Locations
Locations
Location Overview
Add Google Map Location
Adding New Locations to your Account
Additional Location Options
Creating a Location
Dashboard
Dashboard
Dashboard Overview
Additional Dashboard Options
Reading the Dashboard
Suppliers
Suppliers
Suppliers Overview
Additional Supplier Options
Creating a Supplier
Classes
Classes
Classes Overview
Class Manager
Class with Multiple Sessions
Creating a Class Register
How to Create a Class
Online Class Bookings
What is Class Bookings
Admin
Admin
Audit
Audit
Audit Overview
How to use the Audit Tool
What is the Audit Tool?
Users
Users
Users Overview
Additional user options
Creating a User
How to disable TM2/TM3 Users
User Levels
Web Booking
Web Booking
Web Booking Overview
Online Users Overview
Provisional Patients Overview
Reports
Reports
Report Descriptions
2017 Bupa Reporting
Clinical Notes
Clinical Notes
Adding Look-ups to TM2 Touch
Adding your own images to TM2/TM3 Touch
Discharging a Case
Exporting information from Touch Admin
How to add in SOAP notes
How To Enable Multiple Body Sites In A Case
How to lock a case
Importing Information to Touch Admin
Introduction to TM2 Touch
Modalities
Site-Specific Assessments
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
Completing and working with Tasks
How to create a task in "My Work"
How to create a "To-Do"
What is the "My Work" tab
Local Backups
Local Backups
Local Backup
Not receiving back up emails (Local Clients Only)
Letter Templates
Letter Templates
Creating Letter Templates in TM2
How to Add Your Existing Templates to TM2
How to Create / Edit HTML Emails
How to insert a logo to a letter template in TM2
Uploading Files to Patients Records
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
Clearing online temporary appointments
How Patients Book Online with PayPal Walkthrough
How to enable online access for practitioners
How to Register an Account
TM2 Online – Using the Website - Group/Medical
Updating the Branding (Logo & Colour Scheme)
What is a provisional appointment?
What is a temporary appointment?
Additional Products/Services
Additional Products/Services
Cancelling TM2
24/7 Reception
24/7 Reception
Setup Document
24/7 Reception Make Treatment List easy to read
24/7 Reception Setting up Practitioner Sessions
24/7 Reception Setting up Practitioner Specalisms
Role Manager
Role Manager
What is Role Manager?
Accessing Role Manager in TM2
Assign a custom role to a TM2 User
Creating & removing a role
Role Editor - Additional Options Tab
Role Editor - Permissions Tab
Role Manager - Main Screen
SMS Text Service
SMS Text Service
SMS Text Messaging Overview
Enabling automatic email & SMS reminders
How to create an SMS mail merge
SMS Text Setup & Use
TM2/TM3 Online
TM2/TM3 Online
Cancelling an Appointment
How to Edit your Profile Information
Patient Portal Settings
TM2/TM3 Online Frequently Asked Questions
TM2/TM3 Online - Order Complete - Whats Next?
TM2/TM3 Online Booking an Appointment
TM2/TM3 Reception
TM2/TM3 Reception
Commonly asked questions
How does telephone forwarding work?
Reception service Information
Receptionists rescheduling appointments
Service hiccups and additional Information
Setting specialities within your TM2/TM3
What will I need to do to get onto the reception service?
TM2/TM3 Room Manager
TM2/TM3 Room Manager
Rooms Overview
What is Room Manager?
Adding a Room to a Practitioner Session
Assigning a Room to a Patient
How to Add Rooms in Room Manager
Showing the Room within the Diary Place Card
Viewing the Diary by Room
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 Bookings
What happens when I get a booking?
The booking is incorrect (Prices, Duration)
The booking is with the wrong person (Practitioner)
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
How to register and attend a Webinar
2015 Webinars
2015 Webinars
Advanced Reports
Clinical Notes (Advanced)
Clinical Notes (Basic)
Customising TM2
Fixing Common Financial Mistakes Made In TM2
Getting started with finances in TM2
How to deal with advanced patient scenarios in your clinic
Touch Clinical Notes (Advanced)
2016 Webinars
2016 Webinars
Becoming a paperless practice
Clinical Notes - Advanced
Clinical Notes - Basic
Finance - Fly
Finance - Run
Finance - Walk
Improving Cash Flow
Marketing & the importance of the "Mail Merge"
Reception - Fly
Reception - Run
Reception - Walk
Reducing DNA's & Cancellations
Speeding Up Invoicing
TM2 & Your Accountant
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
Broadband and Network Information
Hosted and local definitions of service
Hosted security
TM2/TM3 Hosted and Restrictive Firewalls
TM2/TM3 Hosted - How it works!
Why choose TM2/TM3 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
How to Update Your TM2/TM3
Unable to run updates?
Update Prerequisites
Troubleshooting
Troubleshooting
Can't Open PDFs?
How to check your PC's MAC address
How to reset TM2/TM3
Setting File Permissions and Firewall
What to do if your TM2/TM3 diary appears with incorrect dates
Clinical Notes - Advanced
27/1/16
3/6/16
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