TM2 Update Notes January 2015

Release Notes for TM2 Update January 2015

TM2_2015.01.000.5



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 December 2014 update. As well as these enhancements and fixes there are also various exciting new additions to TM2 including:

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 December 2014 update. There are various exciting new additions to TM2 including:

You now have access to 2gether* Login and TM2 Help file directly from the TM2 main application. This also includes a link to the TM2 Remote Support Client and TM2 Status page.

TM2 is now integrated with new Exercise Prescriber software provider Salaso to enable to you to provide exercise videos to your patients via the Patient form or Case.
Salaso allows you to pick the most beneficial exercise in order to aid recovery and email these directly to your patients.
To find out more about Salaso and how it can help you treat, visit https://salaso.com/


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

* FOR MORE INFORMATION ON 2GETHER PLEASE CONTACT THE TM2 SUPPORT TEAM support@insidetm2.com
** PLEASE CONTACT TM2 SALES FOR FURTHER DETAILS ON PRONTO OR VISIT http://www.pronto-network.com/


In the 2015.01 version of TM2 there has been the addition of the "Pronto Desktop".  This can be found under the Admin section (on the left) of TM2 and has the icon as shown below;

Once selected you should see a screen similar to the one shown below.  There is a lot going on here so it may seem a little overwhelming but each section is explained further down.

My Networks

A "Network" in Pronto is a grouping of disciplines and their corresponding treatments.  You can see a complete list of Networks and their corresponding treatments at the page below;

http://tm2support..com/help/article/link/networks

In a Network the treatments are standardized and then mapped into your own stock descriptions, durations and costing.  For example, under Physiotherapy there is an Initial Assessment, you may call this First Appointment and another clinic may have named it Initial Consultation.  When it comes to setting what you offer you can select the desired item, more on this later.

You cannot join a network yourself, you must contact the Pronto Helpdesk for this.  Its very likely that you will have already have been enabled for the Musculoskeletal (MSK) Network already and in such cases it will show as it does in the image above.  See below for how to set the services you offer under this network.

http://tm2support..com/help/article/link/services-offered


Provisional Patients

This section only applies to patients who have registered via TM2 Online.  There is on going work to integrate the Pronto Network with TM2 Online so this area will have a little more weight in future versions of TM2 / Pronto.


Online Referrals

This shows the list of referrers that you have registered for on Pronto.  You could be registered with a provider to receive patients but until we are made aware of this you cannot receive bookings via Pronto until we have set that up.  If there are no providers appearing here and you feel there should be just contact the Pronto Helpdesk.

To adjust the referrer settings (or to create them initially) press the Setup option follow the guide below;

http://tm2support..com/help/article/link/referrer-setup


Referral Bookings in the last 30 days 

Shows at a glance the total bookings made by referrers.  Clicking on View will show a more detailed list.


Reception Service

This will show Enabled if you have signed up for TM2 24 / 7

There is some more information about TM2 24 / 7 on the page below;

http://tm2support..com/help/article/link/reception-service-information


Reception Bookings in the last 30 days.

Similar to the Referral Bookings in the last 30 days.  Clicking on View will show a more detailed list.


Patient Portal

This feature is not yet implemented but will be available soon.  You should contact your Account Manager for further information on this.


TM2 2gether and TM2 Help files have now been made accessible from the TM2 application for your convenience.
This also includes a link to the TM2 status and TM2 Remote Support Pages


TM2 > HELP > HELP > KNOWLEDGE BASE (Opens a link to the 2gether Knowledge Base via your web browser.)


From here you can learn about new features or simply use it as a training tool. The knowledge base has been put together by our Support team who are TM2 Experts.


TM2 > HELP > HELP > STATUS PAGE (Will open a link to the TM2 Service status page via your web browser, please note this service is currently redirecting to the TM2 Twitter page while we perform important maintenance on the status page)


The TM2 Service Status page will report any disruptions in any TM2 services. (Currently under maintenance, updated early January)

TM2 > HELP > 2gether Login (Will open a link to the 2gether Login page via your web browser.) Here you can log queries to the support team, participate in online forums and access TM2 training videos.


Salaso is an essential tool for health professionals who regularly prescribe home exercises to aid recovery for their clients. For more information on Salaso, please refer to their website for details -

https://salaso.com/

This new feature is accessible via Tools > TM2 Options > Linked Software > Salaso:

How it works*

  1. Enable Salaso Integration
  2. Enter Salaso API Address: https://salaso.com/
  3. Enter your Salaso Api Key:
  4. Enter your Salaso Secret
  5. Enter Number Prefix: (+44)
  6. Ensure you select ‘Save’
  7. Restart TM2


* PLEASE CONTACT SALASO FOR LOGIN DETAILS OR VISIT https://salaso.com/


Patient Record


In TM2, open a patient record > on the bottom-right there is now a new button called ‘Salaso’
(See below) > selecting this will log you directly into the Salaso website with the credentials you entered in TM2 Options/Linked Software.
Or alternatively, you can access Salaso from a Patient Case.


Case Record

Once you select ‘Salaso’ it will then open the Salaso website where it will log into the Client exercise facility.

Emailing Payment Receipt

This new feature will allow users to email a payment receipt directly to the client as a PDF attachment.

Known Issues now resolved

Issue Number

TM2 Area

Issue

Solution

TM2_2-17

Login/Access

Corrupted Layouts – Error on login with colours assigned to the diary

This has now been amended in the software.

TM2_2-16

Backup/Restore

Backup/Restore form in TM2 options not updating after initial set up

This has now been amended in the software.

TM2_2-99

Clinical

Moving from simple notes to TM2 Touch notes results in an error

This has now been amended in the software.

TM2_2 -61

Diary

Reception users unable to edit classes or mark attendees

This has now been amended in the software.

TM2_2-3

Diary

Class sessions not appearing in Patient form (Appointments)

This has now been amended in the software.

TM2_2-1

Invoicing/Billing

When doing a sales export the grand total gets separated into 2 cells if the figure is big enough

This has now been amended in the software.

TM2_2 – 7

Invoicing/Billing

Printing letters from Invoice desktop – Errors when printing

This has now been amended in the software.

TM2_2-13

Invoicing/Billing

Class – Quick billing. Invoice periods based on patient record are being ignored when quick billing through class bookings

This has now been amended in the software.

TM2_2 – 10

Invoicing/Billing

Health code export creating duplicate files if export button has been pressed twice

This has now been amended in the software.

TM2_2-18

Invoicing/Billing

Healthcode Export, pulling through groups without full set up.

This has now been amended in the software.

TM2_2-55

Quick Start

Creating a new practitioner and selecting the stock item results in an error

This has now been amended in the software.

TM2_2-89

Quick Start

Quick Start >> Error on creation of

new user based on existing role.

This has now been amended in the software.

TM2_2-94

Quick Start

Stock items not assigning to group from the Quick Start Screen

This has now been amended in the software.

TM2_2-49

Templates

Attaching a letter template do an email doesn’t save and thus doesn’t send

This has now been amended in the software.

TM2_2-80

Online

Turning TM2 Online – Offline. Takes over 10 minutes for change to be applied

This has now been amended in the software.

TM2_2-34

Role Manager

Users role is set to prevent the user from editing the appointment however they can still move the appointment in the diary

This has now been amended in the software.

TM2HF-1

Diary/Quick Bill

Print preview not appearing and user not getting the option to choose to print preview, even though the option 'always' or 'prompt' for print preview is selected in TM2 options>general.

This has now been amended in the software.

TM2HF-2

Diary/Quick Bill

Users are unable to print an Invoice in TM2 from the quick bill If the TM2 Options is configured to generate or prompt for a print preview

This has now been amended in the software.

TM2HF-3

File Area

Opening RTF documents that have been drag and dropped into the file area via the VDM show as corrupted

This has now been amended in the software.

TM2HF-4

Touch Admin

Issue with exporting from TM2 Touch Admin

This has now been amended in the software.

Modifications

Ref Number

TM2 Area

Requested change

Solution

TM2_2-30

Invoice/Billing

Users now have the ability to email a receipt of payment directly to the client. (Patient > View Account > Payment > Print > Email_

Sends as PDF

This has now been amended in the software.

TM2_2-45

Linked Software

Clients have requested we add ‘Salaso - HealthClinic Plus into our ‘Linked Software’ in TM2 Options.

This has now been amended in the software.

TM2_2-97

File Area

Clients have requested that TM2 Virtual Drive Manager works with standard user accounts

This has now been amended in the software.

TM2_2-29

Healthcode

Currently Healthcode Payments are received at the same location as the invoice they are paying off.

Option to allow user to specify where the income location comes from (Tools > TM2 Options > Advanced Settings > Billing > Healthcode Default Received At Location from Income)

This has now been amended in the software.

TM2_2-Reports

Reports

Practitioner Availability (Reports > Diary > Practitioner Availability)– Report shows the Practitioner Availability utilisation on the dairy for year, month, week and day.  Works on each calendar day. 

This has now been added in the software.

TM2_2-Reports

Reports

Group Referral Stats (Reports > Diary > Group Referral Stats) –Report that shows the % values of new clients, referrals, appointments and potential revenue on a company and location level.  Used to compare one group to the other.  For example BUPA is 30% of all appointments.  Stats for Private also included.

This has now been added in the software.

TM2_2-Reports

Reports

Billed Items Summary (Reports > Finance > Billed Items Summary) – Reports on each item sold.  Doesn’t include full details, just a summary for each item sold. Report bases on items created date, by specific item or all and by single/multi location.

This has now been added in the software.