TM2 2013.10.101.21

Release notes for 2013.10.101.21

At TM2 we have been working hard to ensure that TM2 remains the leading practice management system, helping you to run your clinic more efficiently than ever.

Our latest release is now available which you will receive via automatic updates.

This document details all featured enhancements and known issues fixed in the TM2 October 2013 update. There are various exciting new additions to TM2 including:

  • Authorisation Countdown                   
  • Online Class Bookings and New Class Manager *(Requires TM2 Online and TM2 Class)          
  • Virtual Drive Manager *(Hosted Clients)
  • Healthcode Wizard

If you have any problems, remember our support team are on hand to answer your queries.  You can call our support team on 033 33 44 2800 or email us support@insidetm2.com

TM2 Application Enhancements

Authorisation-Code Countdown

A new feature has been added into TM2 allowing you to see at a glance the number of treatments a patient has left on the authorisation code you are using for their appointments.

To activate this feature

Go to: Tools > TM2 Options > Advanced Settings

Diary > Diary Appointment Low Authorisation Count’ set this to ‘True’

In order for your changes to take effect you must Save, Exit and Reopen TM2.

Once activated the appointment will show a countdown as the authorisation codes begins to get low. This will begin when there are 3 remaining treatments.

The Example below is an Authorisation Code with 3 treatments:

The Initial appointment.

Class Manager and Online Class Bookings*(Requires TM2 Class)

TM2 Class Bookings have now been updated to include a class manager facility to give the user more control over creation and management of classes. A new feature of this is to allow patients to book into the classes via TM2 online.

The class manager allows the user more control of the class.

You will now be able to:

  • Add the class online.
  • Add/Remove attendees.
  • If it is a class with many sessions you will be able to add/remove sessions.  

View/Mark Attendee – Allows the user to add, view and remove attendees. It also allows you to complete payments associated with class and attendee.

This is also where you can complete the session.

To complete the session select “Complete Session

If you wish to do this from the appointment on the diary right click on the appointment and select “Complete Course”

Online Class Bookings*(Requires TM2 Class and TM2 Online Bookings)

This new option will allow patients to book into classes online provided the class has been made available.

The user will log on his\her online instance. There will be an option to “Book a Class”

The user will then select the location of which they attend and TM2 online will then specify a list of Available Classes for that Location

The user will then select the class they wish to attend by pressing “Book Now” 

The user will then confirm the appointment.

Virtual Drive Manager*(Hosted Clients)

Virtual Drive Manager is the new application designed for TM2 to manage your files e.g.. letters, reports and images.

Virtual Drive Manager uses a secure connection to you hosted file area where it transfers and manages your files from application to hosted file area.

The advantages of Virtual Drive Manager is if you are working on a hosted connection and you lose your internet connection Virtual Drive Manager will continue to try and upload that file until the internet connection is restored. This means you won’t lose your files and as such is more reliable.

This symbolises that TM2 Virtual Drive Manager is running

Virtual Drive Manager will install the 1st time you install TM2 and will leave an icon in your desktop tray.

Accessing Files

You call also access your file outside TM2.

To do so go to “Computer” in your PC Start menu

Click on TM2 File Server

Healthcode

The Healthcode module has now been updated to include a new Healthcode Wizard as well as a new export feature and updated import feature.

The Healthcode export module has now been updated where you can submit your invoice claims directly to Healthcode through TM2.

In order to set up TM2 to directly export to Healthcode you will need to get the following details from Healthcode.

  • Healthcode Site ID
  • Healthcode Username
  • Healthcode Password

These are then entered into TM2; Tools > TM2 Options > Lookups & Labels > Healthcode > Save

In the Healthcode Wizard If the below tick box is ticked then TM2 will automatically create the claim and this will be saved to the default location specified at the bottom of the screen and then send the file to Healthcode based on the details you have entered in TM2 options.

The Click on “Export

Known Issues and Modifications now resolved

Issue Number

TM2 Area

Issue

Solution

TM2-B02500

Diary/Tasks

When creating a special session on a Sunday the session gets created and will appear on the diary under the practitioner but if you go into sessions under the practitioner’s record it does not appear.

This has now been amended in the software. 

TM2-B04746 + TM2-06554

TM2 Options/Set up

Clients who upload a  custom TM2 Online logo, this logo is no longer appearing on the Webpage

This has now been amended in the software.

TM2-B05786

Text Service

When sending text and email reminders 2 symbols are applied to the appointment to show that these have been sent, however if the sending fails the symbols still appear on the appointment

This has now been amended in the software.

TM2-B05682

Reports

New users are receiving a “do not have permission” message when attempting to run certain reports 

This has now been amended in the software.

TM2-B05648

User Interface

The insurer drop down on the practitioner form for adding provider codes is linked to group locations. It is using the groups default location only, not other locations that have been added to it and so not showing the appropriate insurers for some practitioners who are not set up at the groups default location

This has now been amended in the software.

TM2-B05609

User Interface

If activating the setting "This group has practitioner specific provider numbers" on a groups record under the healthcode tab it populates the practitioners provider number on the claim rather than the provider number on the group record.

However, if this is activated the 3 character insurer code cannot be added on either the practitioner record or on the group record. 

This required value is then missing from the healthcode export, causing it to fail at healthcodes side.

This has now been amended in the software.

TM2-B04800

Billing/Invoicing/Payments

If you book a Patient into a Class an Invoice is created with the Class Billing Item on it.

At a later date if Client is removed from the Class, the Billing Item is deleted from the Invoice/Patient account but the blank Invoice remains.

This has now been amended in the software.

TM2-B06137

Letter Templates

File Area history does not save emails being sent from TM2 under Windows 8, however saves letters fine

This has now been amended in the software.

TM2-B06264

Letter Templates

When you send a batch SMS/Email through TM2 (Such as a day's appointment reminders), if the client's file access is not correct, all the messages are being sent with the body "Template Not Found".

Access to templates should be checked prior to sending any communication out and if not valid then messages MUST NOT be allowed to send.

This has now been amended in the software.

TM2-B06269

Permissions/Firewall

If a client is using a role that has been set to not allow the editing of invoices they can still attempt to add a payment to the invoice however TM2 will then crash

This has now been amended in the software.

TM2-B06282

Billing/Invoicing/Payments

When printing the output from the invoice wizard previously (pre 2012) you used to get all pages on one pdf, now you get separate documents for each invoice, so if you print 50 invoices, you have to select a path and name for 50 files.

This has now been amended in the software.

TM2-B06252

Diary/Tasks

Inability to  see any tasks on the tasks form that have a due date more than 1 week from today

This has now been amended in the software.

TM2-B06325

Clinical

After discharging and closing a case you can no longer add in post discharge notes. The button for post-discharge notes is greyed out.

This has now been amended in the software.

TM2-B06406

TM2 Options/Set up

Issue regarding the display of created Online sessions from the Website. Times are not consistent from within TM2 to the Online website

This has now been amended in the software.

TM2-B06416

Diary/Tasks

Issue using the option “auto hide practitioners with no sessions”

When practitioner has a session at another location earlier that day and that session is set up as a special session the second special session (at another location) is skipped and the practitioner is hidden

This has now been amended in the software.

TM2-B06472

Diary/Tasks

The appointment finder looks at the currently available appointments. If searching using the buttons along the bottom (morning, afternoon, etc) it will update the search the first time and then will not update again until TM2 is restarted

This has now been amended in the software.

TM2-B06407

Diary/Tasks

Appointments booked within TM2 will not show up in the online diary, unless the webpage is refreshed.

This has now been amended in the software.

TM2-B06558

Billing/invoicing/payments

Negative payments from healthcode are not being used when an invoice was fully paid, for example if an invoice was paid and now the group says this was a mistake and should not have been paid this is not being updated on TM2

This has now been amended in the software.

TM2-B06142

Diary/Tasks

Appointment finder is suggesting slots that are already occupied

This has now been amended in the software.

TM2-B06388

Diary/Tasks

With a group appointment selected the cancel shortcut key (x) does not work.

Can still cancel by right clicking on the appointment and choosing cancel from here

This has now been amended in the software.

TM2-B05760

Clinical

When a case is locked in TM2 it locks all consultations too.

One of the consultations had a lengthy assessment added.  The scroll bar used to navigate down from this to view the entire assessment is frozen when the case is locked.  Cannot view the entire assessment.

This has now been amended in the software.

TM2-B05722

User Interface

No ability to transfer over email addresses to Physio-tools online automatically.

This has now been amended in the software.

TM2-B06272

Database/Data

Force Logout on Max Logins screen should only show for those with it enabled in role manager such as System Admins

This has now been amended in the software.

TM2-B06956

Billing/Invoicing/Payments

Deleting the classes billing item from patient record then viewing the class causes a crash of TM2

This has now been amended in the software.

TM2-B06938

Diary/Tasks

Going from dashboard directly to Class manager and then into the diary from the Class manager is causing a crash of the TM2 software

This has now been amended in the software.

TM2-B06871

Letter Templates

Issue with saving a template using Virtual Drive Manager. Path was exceeding the Windows 255 char limit. No file path can be longer than this, this is a constraint of the Windows operating system

This has now been amended in the software.

TM2-B06831

Login/Access

TM2s VPN software does not always connect when using TM2 within Windows 8

This has now been amended in the software.

TM2-B06818

Application Installation

Windows 8 security prevents the installation of the TM2 TAP adaptor

This has now been amended in the software.

TM2-B06812

Billing/Invoicing/Payments

Location specific Cancellation/DNA charges are not updating when stock item is being altered

This has now been amended in the software.

TM2-B06791

Clinical

No longer able to scroll through notes in locked cases

This has now been amended in the software.

TM2-B06595

Imaging

Issues using Virtual Drive Manager for referencing Touch images causing TM2 Touch Admin to crash and displaying blank images in the cases

This has now been amended in the software.

TM2-B06586

Reports

Unable to access a subfolder within the various reports folders

This has now been amended in the software.

TM2-B06965

Clinical

Diagnosis OSICs code tree always displays the first node in the list instead of what has been selected previously

This has now been amended in the software.

TM2-B06966

Clinical

Within a case if a user sets admin pain scale to 0 this entry will not be saved within the case notes

This has now been amended in the software.

TM2-B07140

Billing/Invoicing/Payments

Importing a Healthcode file that contains an invoice that is not under a group within TM2 will cause the batch to fail

This has now been amended in the software.

Ref Number

TM2 Area

Requested change

Solution

TM2-M02206

User Interface

An option to show at a glance how many remaining treatments a patient has left based on the Authorisation code used for the appointment

This has now been added to this version of the software.

TM2-M02051

TM2 Options/Set up

Integration to manage multiple locations within Physiotec linked software

This has now been added to this version of the software.

TM2-M02294

Diary/Tasks

Ability to print class attendance for single session classes

This has now been added to this version of the software.

TM2-M02298

Diary/Tasks

Access Patient records from Class manager

This has now been added to this version of the software.

TM2-M02372

Diary/Tasks

Ability to see Classes in the past that have not been marked as completed when transferring a patient from one class to another

This has now been added to this version of the software.