New User resources

Overview There might be an occasional need to export a list of referring doctors and their pertinent information out of TDO and into Excel. For instance, some offices like using Microsoft Word to create a mail merge. In this case, you will first need... Read More

Overview If you are registered for the TDO  Web/Cloud Services, you can use an IPad for the web based Infograbber version. If you do not subscribe to this service, a Windows based laptop, desktop, or tablet that can install Windows applications will... Read More

Overview If you need to print address labels for your referring doctors, it can be accomplished in several ways, depending on the type of information you are trying to find.  The detailed instructions show how to print labels based on whether you... Read More

Overview Attached are downloadable links to PDF documents for TDO quick tips for front desk, clinical, and setup. Table of Contents Front Office Quick Tips Clinical Quick Tips Setup Quick Tips References Front Office Quick Tips The following... Read More

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

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

Overview Before any images or treatment pages can be used for a case, the tooth needs to be added to the patient’s chart.  To add a tooth, click the + button at the top of the patient’s chart.  The rectangle on the upper right shows... Read More

Overview How to print a Pre-treatment Estimate Detailed Instructions  To print out a statement for a patient of fees entered, but not yet posted, go to Front Desk Menu and select Pre-Treatment Estimate Ensure that the fees have not yet been... Read More

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

Detailed Instructions On a patient who has completed their Medical History, click the Medical History Summary tab. A summary of the patient’s medical history will include the patient’s prescription history. Review the information and... Read More