TDO software

Overview Users have the option to show the location in the Dr column within the ledger Requirements  TDO-12 version 12.483 and higher A value must be entered in the 'Location Nickname' field in the 'Practice Information' tab... Read More

"No Defaults - Financial" option This option allows users to restrict the auto-population of default values for doctor and location in specific fields, rather than all fields, across various areas. Requirements - TDO-12 version 12.483 and higher ... 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 TDO allows referring doctors to use a portal to receive patient care updates, view images and reports, and make referrals for new and existing patients. Detailed Instructions Web ID and Password In order to access patient reports and images... Read More

Overview Recently, TDO has noticed an increase in issues that can be resolved by adjusting certain settings in the Microsoft Office Trust Center.  The issue presents when opening the TDO Calendar. The TDO Calendar will show blank and have an error... Read More

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