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 New User resources

[v12] Right-Click options

Overview The available right-click options vary depending on the field being clicked on - not all fields have options available. Right-click options can include value lookup, customizing dropdown lists, query searches.     Table of Contents ... Read More

Creating a Batch Letter in TDO

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 from the Letter Template drop down menu then select the delivery option.  First... Read More

Modifying a Letter Template

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 “Fixed”, click the “Save As” button. Name your new template.... Read More

Designing a New Letter Template

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 in the drop down box and click the Save As button Type a name for the... Read More

Mail Sets

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 and maybe a thank you letter to the referring doctor.  ... Read More

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