New User resources

Click the Insurance tab on the patient’s page Click drop down arrow to select the correct insurance company If insurance company is not listed in the drop down list, click the plus symbol + next to Pick Carrier Fill in New Insurance Company... Read More

Click the Insurance tab on the patient’s page. Select insurance company for the patient either in the Pick Carrier or Pick Profile drop down box. Then, select the proper Subscriber by clicking the drop down arrow. Complete subscriber&rsquo... Read More

Overview This article goes over how to view and add insurance information for a patient in TDO.  Detailed Instructions Accessing the Insurance Tab To enter insurance coverage for a patient, click the Insurance tab on the patient’s main data... 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 and will show you which claims... Read More

Open Calendar Select day and operatory for appointment.  Click, hold and drag mouse to make appointment box. Right click, New Appointment. Appointment form will open with operatory, date and time filled in. Select patient by starting to type last... Read More

1. Double click on the appointment to open the “Edit Appointment” screen. 2. Make needed changes on the appointment window. 3. Click “Save and Close.” Read More

Overview You may set up whatever names you would like to show on your Calendar for each column. You may also have as few or as many columns as you wish. Generally, the names of these columns correspond to a physical room, but they can be used however... Read More

Overview A cumulative total is kept for treatment on all cases.  You may start and stop the timer as many times as you wish per visit and assign an assistant to each timer interval.  Detailed Instructions   Start the timer by clicking the &lsquo... Read More

Verify the canals are correct.  You may add, remove or change as required. If you wish to document for more than one tooth, select the proper case filter on the top right of the page. Fill in the proper information for each canal. Click the... Read More

Open the patient’s Treatment page.  Click the “Anesthesia” button on the top. Select the Qty, Type and name of Anesthesia given.  The tooth and date fill in automatically. If a Quantity or Type of Anesthesia is not showing in the drop... Read More