TDO KB

Overview This option allows the referring doctors' computer to save their username and password. Detailed Instructions Log in to the Web Wizard area of your website. If you have forgotten your login information, it is the same username and... Read More

Overview This article covers how to check the status of iTrans if you are having difficulty submitting electronic claims.  Detailed Instructions For our Canadian TDO Users, if you receive an iCA error when submitting an electronic claim, please... Read More

Overview: Two factor authentication (2FA) can be used to add a layer of security to your online accounts. If you use GMail or GSuite (the email accounts provided as part of the TDO Cloud Services package), you can enable two factor authentication to... Read More

Overview This article goes over how to create a mail merge outside of TDO. This can be helpful when you need to gather a list of referring doctors' addresses. Detailed Instructions If you are looking to create a Mail Merge outside of TDO,... Read More

Overview The TDO Mobile app allows you to conveniently view your schedule, view and call patients, add notes, view and call referring doctors, access Lexicomp, and view your Daily Financial Snapshot from your phone (iPhone or Android) or tablet.... Read More

Overview If you have received this error when attempting to use TDO Mobile, it is likely that you are trying to access from a new device. When you change devices, a new PIN will need to be associated with the account inputted in the Setup area. This... Read More

Overview The Messenger system in TDO is a wonderful way to quickly send messages to another person in the office.  These messages are not saved, once they are viewed they are deleted forever.  They are also not designed to be long, just quick... Read More

Overview Mail sets allow you to send a series of letters to one patient and/or referring doctor.  This can come in handy if you normally mail a new patient packet to new patient referrals or a thank you letter to the referring doctor.   Mail sets... Read More

Overview When you select a template in the letters module, the default delivery method for that letter loads automatically.  These can be changed for an individual letter if you want to add another recipient or remove one; however, it is best to set... Read More

Overview As a TDO user, there are several options for staying up to date on software update information and also interacting with other TDO users.  Please read all four descriptions and familiarize yourself with the rules and regulations before... Read More