Reporting Tools

Overview If you need to print address labels for your referring doctors, it can be accomplished in several ways, depending on the type of information you are trying to find.  The detailed instructions show how to print labels based on whether you... Read More

Overview There might be an occasional need to export a list of referring doctors and their pertinent information out of TDO and into Excel. For instance, some offices like using Microsoft Word to create a mail merge. In this case, you will first need... Read More

Overview A cumulative total is maintained for treatment of 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.  The waiting time report will summarize, by day, the patient... Read More

Overview On the treatment page in a patient’s chart, it is documented if the patient had CaOH, MTA, Ape,x or a Separated Instrument.  There will be times when you wish to see a list of all of these patients. Detailed Instructions Under... Read More

Overview When using the Financial Tickler feature, the Financial Tickler report will indicate which patients’ accounts need to be revisited.  The Aging Analysis report and patient Account Statements can be used for this purpose, but the... Read More

Overview There will be times when a claim will be created but not printed or sent.  It is good practice to print or send the claim as soon as it is created; however, when that doesn’t happen, this report can be run to show you which claims... Read More

TDO the Unknown:  Tips and Tricks Main Page T1, T2, T3 meaning:  T1 patient is very nice, T2 patient is average, T3 patient is difficult.  Also how to clear the T rating. Menu > Macro note same as macro note on notes tab.  Faster way to enter... Read More

Overview This article will show you how to mark patients as recall or super recall patients and the two different ways to send recall cards. How To Add A Recall Patient in TDO There are two places you can mark a patient as a recall patient: the ... Read More

Video Overview Detailed Instructions Click Reports on the top menu. Select Daily Reports All the items on the right side are administrative lists to complete. “Daily Items to Get and Send”: populate from items checked as Needed on the... Read More

Overview The purpose of this feature is to be able to deploy new reports that are specific to doctors and their practice needs quickly and in formats that better serve their needs.  The user will be able to log in and select criteria for their... Read More