Reporting Tools

Cloud Reports

Jan 31, 2019 TDO12, Reports, Web Reports, Web, Sonendo, Marketing, 12, TDO, Cloud reports, Cloud 0 21.20K 0/5 (0 Vote)

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

Breakdown Snapshot

Oct 29, 2014 Breakdown Snapshot, insurance report, adjustment report, nc report, no charge report 0 5.62K 5/5 (1 Vote)

Overview This article goes over the breakdown snapshot in TDO. This report is perfect for seeing a breakdown of your Insurance, Adjustments and No Charges. Detailed Instructions Click Reports on the top menu bar; select Financials – Breakdown... Read More

Snapshot Report

Oct 29, 2014 snapshot, financial report, report, double click report, right click report, snapshot summary report, best financial report, detail report, snap, shot, mtd, ytd, production, collection, adjusted, referrals 2 12.86K 5/5 (1 Vote)

Overview The Snapshot is a very powerful report. You can access data about production, collection, referrals, cases, etc., all in a format that allows you to filter by date, referring doctor, and other parameters, all on one page. In this article, we... Read More

How to Print individual & multiple Account Statements

May 15, 2016 tdo training, video, print statement, account statement, statement, statements, print account statement, reporting tools, account statement report, Ledger, print, report, reports, print statement vs print ledger, statement sent note 0 8.51K 5/5 (1 Vote)

Overview There are two ways to print statements within TDO. The first is through the Ledger tab with the Print Statement button - this allows you to print the statement for the currently selected patient. The second option is to use the Account... Read More

Aging Analysis Report

Mar 30, 2020 aging, ar, receivable, accounts, accounts receivable, recievable, balance, ledger, owes, statements, balances, statement, ledgers 0 7.01K 0/5 (0 Vote)

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

Items to Get and Send

Sep 17, 2014 items to get and send, daily reports 0 5.15K 0/5 (0 Vote)

When the doctor is diagnosing and treating a patient, he/she decides if they need any additional x-rays/reports from another doctor as well as if your office needs to send any x-rays to any other doctor. When the doctor checks these items from within... Read More

TDO Embezzlement Protection Checklist

Oct 2, 2014 embezzlement, checklist, void, snapshot, reason codes, audit, voided transactions, audit trail 1 7.12K 0/5 (0 Vote)

Overview This article goes over steps to keep in mind to protect yourself from any possible embezzlement. Detailed Instructions Make it a requirement for each employee to use a unique login and password. Require users to log off TDO when... Read More

Voided Transaction report

Oct 22, 2014 voided transactions, voids, voided transaction report 0 5.10K 0/5 (0 Vote)

Overview This article goes over how to generate a list of all voided transactions. Detailed Instructions To view all voided transactions, select Reports from the top menu bar – ‘Financials’ – Voided Transactions. Select the dates... Read More

Consult Referral

Oct 29, 2014 front desk menu, small report, half-page reports, consult referral 0 4.32K 0/5 (0 Vote)

Overview This article goes over the different types of Consult Reports available within TDO. Detailed Instructions Normally a ‘Consult Referral’ report is sent to the referring doctor after a consultation if treatment is not going to be... Read More

Daily Snapshot

Oct 29, 2014 daily snapshot, double click report, snapshot summary report 0 5.74K 0/5 (0 Vote)

Overview The Daily Snapshot is a smaller version of our regular Snapshot report. The Daily Snapshot just has your basic financial information for the current date including production and collections. Detailed Instructions To open: Reports >... Read More

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