Reporting Tools

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 and will show you which claims... Read More

Overview The waiting time report will summarize, by day, the patient check in time, the treatment start time and total waiting time.In order to properly utilize the waiting time report, follow the steps listed below. Detailed Instructions Check in... 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 If you choose to use the Financial Tickler feature, the Financial Tickler report will show you which patients’ accounts need to be revisited.   Many offices simply use the Aging Analysis report and patient Account Statements for this... 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 On the treatment page in a patient’s chart it is documented if the patient had CaOH, MTA, Apex or a Separated Instrument.  There will be times that you wish to see a list of all of these patients. Detailed Instructions Under Reports,... 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