TDO KB

Overview On the treatment page in a patient’s chart, it is documented if the patient had CaOH, MTA, Ape,x or a Separated Instrument.  There will be times when you wish to see a list of all of these patients. Detailed Instructions Under... Read More

Overview On the patient’s ledger, there is a Sent to Collections checkbox. By clicking this box, you are stating that the patient has been sent to collections. This patient will no longer appear on your patient statements; however, patients... Read More

Overview The Snapshot is a very powerful report. You can access data about production, collection, referrals, cases, etc., all in a format that allows you to filter by date, referring doctor, and other parameters, all on one page. In this article, we... Read More

Overview This article goes over the breakdown snapshot in TDO. This report is perfect for seeing a breakdown of your Insurance, Adjustments and No Charges.  Detailed Instructions Click Reports on the top menu bar; select Financials – Breakdown... Read More

Overview The Daily Snapshot is a smaller version of our regular Snapshot report.  The Daily Snapshot just has your basic financial information for the current date, including production and collections.  Detailed Instructions To open: Reports >... Read More

Overview This article shows the different types of Consult Reports available within TDO.  Detailed Instructions Normally, a ‘Consult Referral’ report is sent to the referring doctor after a consultation if treatment is not going to be... Read More

Overview How to print a Pre-treatment Estimate Detailed Instructions  To print out a statement for a patient of fees entered, but not yet posted, go to Front Desk Menu and select Pre-Treatment Estimate Ensure that the fees have not yet been... Read More

Overview The patient’s diagnosis, treatment, surgery, and note pages may be easily printed all from one place.  This is convenient when you need to print a copy of a patient’s record.  Detailed Instructions Click Front Desk Menu –... Read More

Overview Sometimes insurance claims are created and are not printed out.  To help this situation, TDO has a batch printing option. Detailed Instructions Menu bar. Insurance tools>Print All Unprinted Insurance Claims.  By selecting this option,... Read More

Overview The TDO calendar offers a Search Time function.  This can be helpful if you are looking for a specific time slot for an appointment.  Detailed Instructions To perform a search, click the Search Time button on the top of the calendar.  ... Read More