Reporting Tools

Overview You can send an email to all patients or referring doctors using your own email program (i.e., Outlook).  Detailed Instructions Email all Patients If you wish to send a general email message using your own email program, use the Email all... Read More

Overview On the patient’s ledger, there is a Sent to Collections checkbox. By clicking this box, you are stating that the patient has been sent to collections. This patient will no longer appear on your patient statements; however, patients... Read More

Overview This article shows 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

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

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... Read More

Overview This article provides things 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

Overview Notes page - Needed section Detailed Instructions If additional X-rays/reports are needed from another doctor, or if you need to send any X-rays to any other doctor. When the doctor checks these items from within the patient’s record... Read More

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

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

Overview Reporting tools - Daily Report page 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... Read More