New User resources

Overview How to create a recurring block appointment Detailed Instructions Select the needed date and drag to select the time. Right-click and choose “New Recurring Appointment.” Verify and make changes to the start and end times. Enter the... Read More

Overview How to access the earlier appointment call list.  Detailed Instructions  Open by clicking ‘Earlier Appointment Call List’ button on the calendar. All patients who requested an earlier appointment for the selected doctor. You... Read More

Overview How to drag and drop an appointment Detailed Instructions Select the appointment by clicking on it once. Place your mouse over the top bar to see a double arrow. Click, hold, and drag the appointment to a different location on the same... Read More

Overview How to register a patient Detailed Instructions When adding a patient to the system, you have the option to use either the small or the large registration form.   The large registration form, or the ‘Patient Registration Form’,... Read More

Overview How to delete an appointment Detailed Instructions Select the appointment by clicking on the appointment once. Right click on it and click “Delete.” Click “OK” to confirm or click “Cancel” to cancel the delete. Note:  Deleted... Read More

Overview TDO comes with two built-in consent forms: the Financial Policy and the Privacy Policy.  You can easily add more consent forms in a few steps. Detailed Instructions How to add a consent form category Go to Program Setup>Policy/Consent... Read More

Overview How to find an open time availability for an appointment on the Calendar.  Detailed Instructions From Calendar, click the Search Time button. Select the amount of time needed. Select the time interval, days of the week, and needed Ops.... 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 When you open the treatment page, you will see the canals TDO believes you will be working on based on the tooth number.  You may always add or remove canals as necessary.  Detailed Instructions To add an additional canal, select the... Read More