New User resources

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 to show you which claims... Read More

Overview Mail sets allow you to send a series of letters to one patient and/or referring doctor.  This can come in handy if you normally mail a new patient packet to new patient referrals or a thank you letter to the referring doctor.   Mail sets... Read More

Overview When you select a template in the letters module, the default delivery method for that letter loads automatically.  These can be changed for an individual letter if you want to add another recipient or remove one; however, it is best to set... Read More

Overview How to edit a Letter template Detailed Instructions Click the “Letters” tab on the patient’s screen. Click the “Template” tab. Select the “Template” in the drop down box that you wish to modify. If the template is �... Read More

Overview How to design a new template in Letters Detailed Instructions Click the Letters tab on the patient’s screen Click Template, then click New  If you wish to base your new letter template on an existing template, select the Template�... Read More

Overview There are two types of internal messaging available for communicating with staff. Internal emails are used for sending longer messages. Instant messages are for fast, short messages that are pre-programmed into TDO. Detailed Instructions... Read More

Overview This article will go over how to remove a tooth on a patient's chart. Note: Before you delete a tooth, move any x-rays and notes for that tooth you want to keep. You can have the option to modify the tooth instead of deleting as well. ... Read More

Overview As a TDO user, there are several options for staying up to date on software update information and also interacting with other TDO users.  Please read all four descriptions and familiarize yourself with the rules and regulations before... Read More

Overview All of the built-in TDO reports can be replaced with customized templates created in the Letters module. This may be helpful in instances like preferring to e-mail patients a report rather than just printing it out. By following these steps... Read More

Note: For TDO 12.290 and higher, please see this article for instructions on configuring SMTP server settings. Overview In order to have email sent from TDO (Letters, Organizer, etc) you must configure your SMTP Settings in TDO. Your SMTP... Read More