Overview Occasionally, insurance will withhold part of a payment for one patient on a payment for service on another patient instead of requesting you send an overpayment back to them. If this happens, you will do the following: Table of Contents... Read More
Overview If a payment is recorded on the wrong provider/location/patient, you will need to deduct from the provider who was paid in error, and the proper provider will get credit for that payment. TDO QuickBooks sync users - If you are using the... Read More
Support for QuickBooks Desktop 2020 (ended) & 2021 (EOL 5/31/24) At this time, QuickBooks has discontinued support for 2020 versions of QuickBooks Desktop Pro, Premiere and Enterprise. They will be discontinuing support for 2021 versions on May... Read More
Table of Contents Configuring a new computer for TDOxQB Sync Performance Troubleshooting Configuring a new computer for TDOxQB Sync Occasionally, the computer where the TDOxQB sync is run from needs to be replaced, or an office wants to add an... Read More
Overview This article is for the TDO QuickBooks sync. If a payment is recorded for the wrong provider, location, or patient, you will need to deduct from the provider who was paid in error. The proper provider will need to get credit for the payment.... Read More
Overview If production is recorded on the wrong provider, location, or if providers are splitting that production, you need to reduce the production on the incorrect provider. Then, increase production on the provider that should have been billed out... Read More
Overview When logging into TDO the Patient page will always be the opening screen. Unless TDO has been newly installed on the computer, the Patient page will show the last patient that was viewed on the workstation. From here you can view all of... Read More
Overview The available right-click options vary depending on the field being clicked on - not all fields have options available. Right-click options can include value lookup, customizing dropdown lists, query searches. Table of Contents ... Read More
Overview TDO allows referring doctors to use a portal to receive patient care updates, view images and reports, and make referrals for new and existing patients. Detailed Instructions Web ID and Password In order to access patient reports and images... Read More
Overview TDO allows the ability to process an insurance payment that covers several patients. Detailed Instructions Receiving Bulk Insurance Payments When an insurance carrier sends a bulk payment for multiple patients, this is recorded under... Read More