New User resources

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

Overview This article will show you how to charge interest to patients showing an outstanding balance in your Aging Analysis Report Detailed Instructions By default, Interest is automatically checked for all patients. It does not mean that Interest... Read More

Overview This article goes over how to format your tokens in the Letters Module. Detailed Instructions Read More

Overview TDO allows you to backdate fees when posting to the ledger. For instance, if you forgot to post a fee from a previous day, and want the ledger to reflect properly. Or if you voided a fee that was posted incorrectly. Detailed Instructions Go... Read More

Overview When using the Financial Tickler feature, the Financial Tickler report will indicate which patients’ accounts need to be revisited.  The Aging Analysis report and patient Account Statements can be used for this purpose, but the... Read More

Overview TDO has a system of checks and balances regarding the patient’s informed consent and treatment plan acceptance. Options On the Case Presentation page, there is an area where you can mark the Case Choice:   You can add as many... Read More

Overview How to send the same template to more than one recipient Detailed Instructions Click on the Letters tab.  Then the New Letter tab.  First, select the Delivery method for the template by clicking on Options.  Select the letter template... Read More

Overview When you open the record of a patient who has been checked in for an appointment, a yellow medical alert pop-up will show on your screen.  This alert is not customizable.  Detailed Instructions You can click on the Alerts button in your... Read More

Overview TDO Software provides a simple and effective way to email images directly through the Image Organizer. Below is a step-by-step guide on how to use this feature efficiently, followed by an instructional video Loading and Selecting Images... Read More

Overview The video below provides a tutorial on how to use the Referral Portal for referring doctors to use for your patient records. NOTE: The video below was taken back when our TDO Cloud services was called "Web Services", so some of the visuals... Read More