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TDO KB

TDO KB

Folder Copy Function to Image Organizer

Overview: When copying files from one place to next, TDO users normally copy those file individually to the new destination. The Copy Folder function is a very efficient way to transfer files from another source into TDO while preserving the file... Read More

QuickBooks Checks - Expired and Reprints

Stale Dated (Expired) Checks Sometimes a refund check will not be cashed, and it will expire. This is referred to as a stale-dated check. Typically, banks do not honor checks past 180 days (please check with your bank specifically for their policy).... Read More

Issue Check in QuickBooks

Overview Any time money is moving out of your checking account, you MUST click the issue check in QB box, even if you are not actually printing a check. These debits will fall under one of 4 basic categories. Details 1. Patient is due a refund. ... Read More

Procedure Teeth Association

Overview This feature allows you to associate procedure codes to specific teeth. This prevents a procedure code from being billed to an incorrect tooth and will help decrease claim rejections. Detailed Steps First, enable the feature: Setup > Site... Read More

TDO Dictionary

Overview TDO Dictionary allows you to streamline your practices’ preferred abbreviations, and allows employees to find out what an abbreviation stands for or find the preferred abbreviation for a term or phrase. Detailed Instructions Access the... Read More

Aging Analysis Report

Overview: The Aging Analysis report breaks down your accounts receivable by the age of the account. It can be useful in determining which patients to contact regarding their balance. Detailed Instructions Open [Reporting Tools > Financial >... Read More

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