TDO KB

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

Overview When using the Financial Tickler feature, the Financial Tickler report will indicate which patients’ accounts need to be revisited.  The Aging Analysis report and patient Account Statements can be used for this purpose, but the... Read More

Overview On the right side of the patient Note page, there is a Clinical Findings at this Visit section.  Detailed Instructions This is an optional section; however, it is an easy way to document clinical findings for each appointment.  When... Read More

Overview This is an area accessible both on the Notes to Front tab as well as the Notes tab. Detailed Instructions There are two ways to access the "Items Needed" page, as shown below: or You can check off items you need or wish to send, as well as... Read More

Overview When you open the treatment page, you will see the canals TDO believes you will be working on based on the tooth number.  You may always add or remove canals as necessary.  Detailed Instructions To add an additional canal, select the... Read More