TDO KB

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 plus symbol + next to Pick Carrier Fill in New Insurance Company... Read More

Notes will always show based on the current filters selected at the top of the Notes tab Most of the time in the operatory you will want to set the filter to:  Both (show patient and current tooth notes), Show (show private notes), Hide (hide... Read More

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 yellow on calendar. Ask for any... Read More

Select the needed date and drag to select the time. Right click and select “New Recurring Appointment.” Verify and make changes to the start and end times. Enter recurrence pattern and details on the right. Enter details for the “Range of... Read More

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 Setup,” “Appointment Setup.” Select... Read More

Select the appointment by clicking on the appointment once. Put your mouse over top bar to see a double arrow. Click, hold and drag the appointment to a different location on the same calendar view OR to change only the end time Select the... Read More

Open by clicking ‘Earlier Appointment Call List’ button on the calendar. All patients will show that requested an earlier appointment for the selected doctor. You may easily open an appointment by clicking the ‘Open Appointment... Read More

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 appointments cannot be recovered.  You can choose other... Read More

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 rescheduled.   When marking an appointment as rescheduled – it can automatically move... Read More

Overview A cumulative total is kept for treatment on all cases.  You may start and stop the timer as many times as you wish per visit and assign an assistant to each timer interval.  Detailed Instructions   Start the timer by clicking the &lsquo... Read More