Reporting Tools

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

You will need to go to Ledger page and right-click on the ADA code you are searching for and then: Select View Cases for Specified Values and a new window will open The following popup window will display On that window, select under Report TypeÂ... Read More

Overview TDO has a Super Recall function that makes a special effort to track high priority cases for which 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 This report looks at the Diagnosis page where you stated that the patient was seen previously by another doctor and also looks for at least one of these checkboxes to be checked on the diagnosis page. Detailed Instructions Adequate... Read More

Overview TDO Software has two reports that are helpful when trying to audit changes that have occurred in the program. Here are how to find them, and what they do. Detailed Instructions Reporting Tools > Administrative > Exam LogExam Log: Shows... Read More

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