Reports in TM3 are broken up into four sections:
Clients
These reports are highlighted in blue in the reports section
Client Birthdays - Provides a list of patient names, their date of birth and age.
Client Tracking Report - Displays all of your client appointments, the appointment dates, their status and price for charge
Client Analysis - Provides a list of your patients' information sorted by patient registration date from the selected range.
Clinical
These reports are highlighted in purple in the reports section
Admissions Analysis - A breakdown of the analysis of cases that have been admitted within a selected date range.
Average Treatments - A breakdown of the average number of treatments by grouping.
Cases Due For Review - Displays cases that are due to be reviewed.
Current Case Load - Displays all existing cases regardless of status.
Discharge Analysis - Analysis of how many cases have been discharged and when they were discharged.
Lapsed Clients - Displays patients who have cases open that need to be actioned.
Diary
These reports are highlighted in teal in the reports section
Appointment Analysis - Displays all appointments and classes with appointment status' within selected date range
Non Returning Patients - Provides a market insight to help re-attract clients who have stopped using the services.
Practitioner Availability - Breakdown of diary availability compared to hours worked per practitioner.
Traffic Analysis - Helps to identify high and low traffic clients by return rates for services.
Finances
These reports are highlighted in gold in he reports section
Aged Debtors - Displays all accounts that are currently in debt and their corresponding invoices.
Charge Analysis - Displays charges allowing you to analyse them.
Debtors By Account - Displays all accounts with outstanding balances.
Debtors on a Date - Displays a list of debtors by a specific selected date.
Expenditure Analysis - Provides an insight into all aspects of your clinic expenditure
Expenditure Month Summary - Provides a summary of expenditure by selected month.
Income Analysis - Review all aspects of your income
Invoice Analysis - Review all invoices and their status'
Stock Reorder - Displays all of the stock items you have reordered/purchased.
Stock Sales - Displays all physical stock items you have sold in a selected date range.
Upcoming Auto Payments - Displays clients who have subscriptions that are due to expire soon and will be renewed automatically.
