TDO KB

Version 12 On the Setup tab, click Site Configuration and select Add/Edit User Names and Passwords. To add a user, click ’New’. Select a Position for the user. Select an Email Permission Level for the user. (Full Access can see... Read More

Overview Referral reports in TDO can be printed in three different ways: Daily Reports (from the Reports button in the top menu bar) Front Desk Menu Letters module Detailed Instructions Referral Reports to be Completed Click Reports on the top... Read More

Overview Reporting tools - Daily Report page Detailed Instructions Click Reports on the top menu. Select Daily Reports All the items on the right side are administrative lists to complete. “Daily Items to Get and Send”: populate from items... Read More

Overview This article goes over how to print the calendar from TDO.  Detailed Instructions Click “Printer” picture button on “Daily” calendar tab. Select number of ops per page to print. Select an individual doctor or “All Doctors.”... Read More

Overview How to design a new template in Letters Detailed Instructions Click the Letters tab on the patient’s screen Click Template, then click New  If you wish to base your new letter template on an existing template, select the Template�... Read More

Overview How to edit a Letter template Detailed Instructions Click the “Letters” tab on the patient’s screen. Click the “Template” tab. Select the “Template” in the drop down box that you wish to modify. If the template is �... Read More

Overview How to add a patient's insurance Detailed Instructions Click the Insurance tab on the patient’s page. Select insurance company for the patient from the Pick Carrier or Pick Profile drop down box. Then, select the proper... Read More

Overview How to add a new insurance carrier Detailed Instructions Click the Insurance tab on the patient’s page Click drop down arrow to select the correct insurance company If insurance company is not listed in the drop down list, click the... Read More

Overview Patient's Notes Page filters and pop-up.  Notes will always show based on the current filters selected at the top of the Notes tab. If you want to see all the notes make sure to have the filter set at Show, Show, Show, Show.  Most of... Read More

Overview How to check in a patient Open Calendar Right click on the appointment and select “Check In.” Click the button next to “Mark patient as In.” Click OK on the time box (can change time here if necessary.) Appointment is highlighted in... Read More