Patient List Overview

Please Note: This article relates to both the TM2 and TM3 versions of the desktop software.

To interact with anything on this section a Patient List needs to be created.  You can find out how to make a list here.

When the list is created there are many options available.  Right-click on one of the patient names to open this window below.    

Most of the options available here are very self-explanatory.  

  • Selecting a single patient and clicking the Remove Patient From List option will remove the selected patient.  
  • Selecting a single patient and clicking the Edit Patient button will allow users to edit the selected patient.  
  • Selecting a single patient and clicking the Print Patient Summary will print a summary for the selected patient.  
  • Clicking the Print List option will print the full patient list.  
  • Clicking the Clear List option will clear the whole patient list.  
  • Selecting single or multiple patients from the list and clicking the Mail Merge Letters option will allow users to send a communication to one or more patients at a time.  These can be any one of the templates previously created within TM2.  
  • Clicking the Select All button will highlight all patients on the list.