Finances

TM2 manages your invoicing and accounts easily. Part of this is managing individual patient accounts, being able to access that information quickly and easily, and to be able to answer their questions when needed.

You can access a patient's account from their patient details and this gives a comprehensive overview of their account history.



You can also see any billing items that have not been invoiced yet as well as all the account activity of any insurance company who has been invoiced on their behalf.

Pre-pay functions allow you to have special offers and get patients to pay for multiple treatments up front. You control their pre-paid items from their account as well.

Create a statement for your patient or a list of their billed consultations. Other reports can be run to give clinic details of invoicing, income, debt etc.

See also the information on Finances which give good general overview of billing and invoicing for patients and groups.