Reporting Tools

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 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 While TDO can show you total insurance payments and total patient payments, patient payments will include insurance patients paying their copays and deductibles, as well as cash pay patients. Here is a summary of how to collect that data. ... Read More

Overview  Cloud Reports are also available online! Refer to the information below. Prerequisites  TDO v11 or higher, TDO Cloud services, Microsoft Excel (reports are downloaded in .xlsx format) Detailed Instructions In a browser, go to the... Read More

Overview When office staff call to check on patients from the Patients to Call list, they enter a note on that report with the result of the phone call.  That note automatically goes into the patient’s chart.  Detailed Instructions TheÂ... Read More

Overview  This article will give you steps to ensure that your TDO software does not get compromised in the event that a computer or tablet is stolen. Detailed Instructions  NOTE: These are steps are primarily related to TDO software. There may... Read More

Overview There are two reports for auditing changes that have occurred in the program. Here is how to find them, and what they do. Detailed Instructions Reporting Tools > Administrative > Exam LogExam Log: Shows deleted teeth and if teeth... Read More

Overview How to generate a report from the Ledger page using an ADA code. Detailed Instructions You will need to go to the Ledger page and right-click on the ADA code you are searching for and then: Select View Cases for Specified Values, and a... Read More

Overview How to generate a report based on the T rating (an indicator of the patient’s temperament) Detailed Instructions Right-click the value you would like to base the report on. For instance, T1 (there are several values in the program... Read More

Overview The referral ranking report is the perfect place to see a list of how your referring doctors rank based on one of many available criteria for any time period you wish. Detailed Instructions Click Reporting Tools>Referring Doctor>... Read More