TDO KB

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

Overview You can send an email to all patients or referring doctors using your own email program (i.e., Outlook).  Detailed Instructions Email all Patients If you wish to send a general email message using your own email program, use the Email all... Read More

Overview The report data comes from the Diagnosis page, where you stated that the patient was seen previously by another doctor.  Detailed Instructions Adequate RCTAGPTIncomplete RCTLedgedMissed CanalsOverext RCTRoot PerfSargentiSep InstTherma... Read More

Overview The referral ranking report is the perfect place to see a list of how your referring doctors rank based on one of many available criteria for any time period you wish. Detailed Instructions Click Reporting Tools>Referring Doctor>... Read More

Overview There will be times when a claim will be created but not printed or sent.  It is good practice to print or send the claim as soon as it is created; however, when that doesn’t happen, this report can be run to show you which claims... Read More

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