Reporting Tools

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 TDO has a Super Recall function that makes a special effort to track high-priority cases for when you want to make sure you obtain a recall.The patient can be categorized as a Super Recall by clicking the Super Recall checkbox from either... Read More

Overview The report data comes from the Diagnosis page, where you stated that the patient was seen previously by another doctor.  Detailed Instructions Adequate RCTAGPTIncomplete RCTLedgedMissed CanalsOverext RCTRoot PerfSargentiSep InstTherma... Read More

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 basing the rank on (cases would be teeth added, production would be fees posted - generally speaking... 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 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

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