TDO KB

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

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