New User resources

Overview How to add a patient's insurance Detailed Instructions Click the Insurance tab on the patient’s page. Select insurance company for the patient from the Pick Carrier or Pick Profile drop down box. Then, select the proper... Read More

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 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 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 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