Reporting Tools

V11 – Program setup – Practice Management V12 - Setup – Program setup – Practice Management Overview Practice Management lets you designate what you want to set to qualify a doctor as an A/B/C/D referral. The rank criteria is what they are... Read More

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

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

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

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

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 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 show up on your patient statements however will... 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 Reports on the top menu bar, then select... Read More

Overview Within TDO, you have the option to 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... Read More

Overview There are a number of reports that can be generated by right clicking on the value. For instance, a very common request would be how to generate a report based on the T rating (an indicator of the patient’s temperament) Right-click on... Read More