TDO software

Overview Any time money is moving out of your checking account, you MUST click the issue check in QB box, even if you are not actually printing a check. These debits will fall under one of 4 basic categories. Details 1. Patient is due a refund. ... Read More

Stale Dated (Expired) Checks Sometimes a refund check will not be cashed, and it will expire. This is referred to as a stale-dated check. Typically, banks do not honor checks past 180 days (please check with your bank specifically for their policy).... Read More

Recording Care Credit Deposits 1. In TDO, record Care Credit payment for full amount processed (e.g. $1000). 2. Run sync as you normally would 3. Go to Synchrony website or statement to determine amount withheld from deposit for Care Credit service... Read More

Overview Users can add an optional credit card surcharge to help offset processing costs by selecting a fixed percentage and also choosing when to apply it. The surcharge amount is automatically calculated in the Receive Payment window and clearly... Read More

Overview If you are having issues with TDO Letters please try disabling Connected Experiences to limit potential sources of issues. Detailed Instructions   1) Open Microsoft Word 2) Click 'File' 3) Click 'Account' 4) Click '... Read More

Overview TDO recommends that all COM Add-Ins be removed from Microsoft Word. Detailed Instructions   Steps to remove COM Add-Ins 1) Open Microsoft Word  2) Click 'File' 3) Click Options 4) Click Add-ins and then under Manage select &... Read More

Overview The issue occurs when the user attempts to load a letter in TDO. The user will select a template. It will not load the letter data and instead paste whatever is currently on the computer's clipboard. There is a reg file attached to... Read More

Overview TDO's Ledger Tab will break down the patients fee's, write-offs, payment, insurance status (pending or resolved), and categorize by Doctor and locations  Table of Contents Overview Ledger Totals Running Balance in the Ledger... Read More

Practice Wide: Setup > Program Setup > Calendar > Times and Colors This is where the earliest and latest working times are set, visible time to extend the calendar as desired (I usually do 30-1 hour prior and 1 hour post). This is also... Read More

Overview Visa Dispute Response for U.S. & Canada offices Visa has announced a new rule regarding the dispute response window for chargebacks on payments processed locally in the U.S. and Canada. Starting July 21, 2025, you will have only 9... Read More