TDO software

Insurance - Bulk Payment Processing

Aug 19, 2022 insurance, payment, bulk, quickbooks 0 6.37K 0/5 (0 Vote)

Overview TDO allows processing an insurance payment that covers several patients. Detailed Instructions Receiving Bulk Insurance Payments When an insurance carrier sends a bulk payment for multiple patients, this is recorded under Insurance Tools ... Read More

How to Print individual & multiple Account Statements

May 15, 2016 tdo training, video, print statement, account statement, statement, statements, print account statement, reporting tools, account statement report, Ledger, print, report, reports, print statement vs print ledger, statement sent note 0 8.89K 5/5 (1 Vote)

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

Web Registration Calendar Icon

Mar 26, 2019 web, web reg, cloud, infograbber, appointment, calendar, web registration, registration, icon, appt, web appointment, confirmed, confirmation, string, format, format string, red, yellow, green 1 11.65K 0/5 (0 Vote)

Overview The Web Registration Icon can be used to identify which patients have completed the Web Registration prior to their appointment date. Configuring TDO From the menu [Program Setup > Format String], select “Web Registration” in�... Read More

Video - Appointment History

Jun 12, 2016 TDO training video, training video, training, video, appointment, appt, history 0 5.64K 0/5 (0 Vote)

[v12] Check Out Process

Dec 23, 2022 Checkout, Check out, Calendar, Notes to Front, Version 12, Guide, Program Setup, Auto ADA 1 10.15K 0/5 (0 Vote)

Overview TDO has a fast and easy checkout process that is customizable to suit your practice's needs. This article will go over each step in that process, as well as how to customize it. Table of Contents Detailed Instructions The Flow of the... Read More

Referral Reports Overview

Aug 29, 2014 referral reports, reports, letters, front desk menu 0 8.91K 0/5 (0 Vote)

Overview Referral reports in TDO can be printed in three different ways: Daily Reports (from the Reports button in the top menu bar) Front Desk Menu Letters module Detailed Instructions Referral Reports to be Completed Click Reports on the top... Read More

Medical History Questionnaire - creating a custom form

Sep 10, 2014 customizable medical history, customizing, import, qml, custom, custom medical history, medical history, med history, med, duplicating, updating medical history, updating med history, creating medical history, creating med history, med hist 0 14.09K 0/5 (0 Vote)

Overview This article details how to create a custom Medical History Questionnaire in TDO, as well as, import or export an existing questionnaire in the file format of .QML. The customization and setup process will take approximately one hour.... Read More

Video - Recording prior Treatment Info

Jun 5, 2016 TDO training video, training video, training, video, recording, treatment info, treatment, info, prior 1 5.30K 0/5 (0 Vote)

Overview TDO allows you to enter prior treatment on a tooth in the Diagnosis page Reference Read More

Sending Appointment Confirmations from TDO

Mar 25, 2015 How to send out Appointment Reminders from TDO 1 18.87K 2/5 (4 Votes)

Overview If you are a TDO Cloud/Web user, you can send out appointment reminders from TDO using the Letters module. Detailed Instructions The first step in sending out appointment reminders from TDO is making sure that you have a template... Read More

[v12] Right-Click options

Nov 22, 2023 right, query, search, patient ID, PID, ID, lookup, lookup value, edit list, drop down, dropdown, drop-down, my custom value, standard value, View Cases for Current Value, refresh list, delete, remove, hide, click 0 4.81K 0/5 (0 Vote)

Overview The available right-click options vary depending on the field being clicked on - not all fields have options available. Right-click options can include value lookup, customizing dropdown lists, and query searches. Table of Contents Lookup... Read More

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