TDO KB

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

Overview How to create a recurring block appointment Detailed Instructions Select the needed date and drag to select the time. Right-click and choose “New Recurring Appointment.” Verify and make changes to the start and end times. Enter the... Read More

Overview How to make a block appointment Select the needed date and drag to select the time. Right-click and select “Block Schedule.” Enter the name for the block. Select an “In” or an “Out” block.  Colors for each are under “Program... Read More

Overview How to drag and drop an appointment Detailed Instructions Select the appointment by clicking on it once. Place your mouse over the top bar to see a double arrow. Click, hold, and drag the appointment to a different location on the same... Read More

Overview How to access the earlier appointment call list.  Detailed Instructions  Open by clicking ‘Earlier Appointment Call List’ button on the calendar. All patients who requested an earlier appointment for the selected doctor. You... Read More