New User resources

Overview This article will go over how to remove a tooth on a patient's chart. Note: Before you delete a tooth, move any x-rays and notes for that tooth you want to keep. You can have the option to modify the tooth instead of deleting as well. ... Read More

Overview As a TDO user, there are several options for staying up to date on software update information and also interacting with other TDO users.  Please read all four descriptions and familiarize yourself with the rules and regulations before... Read More

Overview TDO's Ledger Tab will break down the patients fee's, write-offs, payment, insurance status (pending or resolved), and categorize by Doctor and locations  Table of Contents Overview Ledger Totals Running Balance in the Ledger... 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

Overview This article explains how to sign up a doctor for electronic prescriptions (eRx). More information and pricing for eRx can be found here.In TDO, you will have an eRx button to click on that launches the MDToolbox interface where you... Read More

Overview All of the built-in TDO reports can be replaced with customized templates created in the Letters module. This may be helpful in instances like preferring to e-mail patients a report rather than just printing it out. By following these steps... Read More

To print out a statement for a patient of fees entered, but not yet posted, go to Front Desk Menu and select Pre Treatment Estimate Ensure that the fees have not yet been posted to the patient’s ledger that you want on the Pre-Treatment... Read More

Note: For TDO 12.290 and higher, please see this article for instructions on configuring SMTP server settings. Overview In order to have email sent from TDO (Letters, Organizer, etc) you must configure your SMTP Settings in TDO. Your SMTP... Read More

TDO the Unknown:  Tips and Tricks Main Page T1, T2, T3 meaning:  T1 patient is very nice, T2 patient is average, T3 patient is difficult.  Also how to clear the T rating. Menu > Macro note same as macro note on notes tab.  Faster way to enter... Read More

Topics Covered Include What you should know  Calendar How to make appointments – the steps on how to schedule new appointments for New or Existing patients. Changing same day appointments with click and drag – with a click and drag of the... Read More