TDO KB

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 Reports on the top menu bar, then select... 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 and will 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, Apex or a Separated Instrument.  There will be times that you wish to see a list of all of these patients. Detailed Instructions Under Reports,... 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 show up on your patient statements however will... 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 goes over 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

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 posted to the patient’s ledger that you want on the Pre-Treatment... 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