Overview

Referral reports in TDO can be printed in three different ways:

• Daily Reports (from the Reports button in the top menu bar)
• Front Desk Menu
• Letters module

Detailed Instructions

Referral Reports to be Completed

• Click Reports on the top menu
• Select Daily Reports
• Click on Reports to be Completed
• This information comes from patient’s Final Report
• Click Open Referral Report(s)
• Click “File” and then Print
• Click lower X in upper right corner to close screen
• Click that the report was sent and enter date sent
• Check patient’s insurance and mark accordingly
• Put check mark next to No if report is not sent

Reports from Front Desk Menu

• Click Front Desk Menu on the top menu bar
• Select the report from the Small, Half Page or Large Report menu
• Click the “Print” button on the form
• A message will come up asking if you would like to mark the final report as sent.  By clicking yes it will automatically mark it on the patient’s Final Report page

Reports from Letters Module

• Click the Letters tab on the patient’s screen
• Select correct letter from Template drop down box
• Check report
• To print now, click Save & Send Now  To print later, click Save
• Click OK in message box
• Report is saved to patient’s record
• Verify letter sent by checking in Letters List tab