TDO KB

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

Overview How to delete an appointment Detailed Instructions Select the appointment by clicking on the appointment once. Right click on it and click “Delete.” Click “OK” to confirm or click “Cancel” to cancel the delete. Note:  Deleted... Read More

Overview How to cut and paste an appointment on the Calendar.  Detailed Instructions Select the appointment by clicking it once. Right click on it and select “Cut.”  Select “Yes” or “No” if you would like to mark the appointment as... Read More

Overview How to find an open time availability for an appointment on the Calendar.  Detailed Instructions From Calendar, click the Search Time button. Select the amount of time needed. Select the time interval, days of the week, and needed Ops.... Read More

Overview How to edit a patient's appointment. Detailed Instructions Double-click on the appointment to open the “Edit Appointment” screen. Make the needed changes to the appointment window. Click “Save and Close.” Read More

Overview When using the online Infograbber, there is a feature that allows users to resubmit a patient's signature if it does not transfer into TDO  Detailed Instructions To use this feature, log in to the online Infograbber and bring up the... Read More

Overview How to create an appointment for an existing patient. Detailed Instructions Open Calendar Select day and operatory for appointment.  Click, hold and drag mouse to create an appointment box. Right click, New Appointment. Appointment form... Read More