Pages

[v12] Notes page

Overview The Notes tab allows you to show or hide auto-populated and manually entered notes for the currently opened patient and distinguish between whether the note should be related to a Tooth or the Patient. Table of Contents Overview Filter... Read More

Ledger page - Provider Production Transfers or Splits

Dec 26, 2023 Ledger, Fees, page, incorrect, wrong, payment, provider, credit adjustment, split, production, sharing, cross posting 0 1.67K 0/5 (0 Vote)

Overview If production is recorded on the wrong provider, location, or if providers are splitting that production, you need to reduce the production on the incorrect provider. Then, increase production on the provider that should have been billed out... Read More

TDOxQB sync - Ledger page - Provider Payment Transfers with QB

Dec 26, 2023 Ledger, Fees, page, transfer, provider, credit adjustment, debit adjustment, QB, Quickbooks, sync, cross posting, Ledger Adjustment Tool, TDOQB, payment, wrong, incorrect 0 4.68K 0/5 (0 Vote)

Overview This article is for the TDO QuickBooks sync. If a payment is recorded for the wrong provider, location, or patient, you will need to deduct from the provider who was paid in error. The proper provider will need to get credit for the payment.... Read More

Ledger page - Insurance withholdings (with & without TDOxQB sync)

Dec 26, 2023 Ledger, page, Insurance, TDOQB, TDOquickbooks, QB, Quickbooks, withholdings, Receive Insurance Payment, Debit Adjustment, Debit adj 0 4.83K 0/5 (0 Vote)

Overview Occasionally, insurance will withhold part of a payment for one patient on a payment for service on another patient instead of requesting you send an overpayment back to them. If this happens, you will do the following: Table of Contents... Read More

Ledger Page - Provider, Patient, Location Payment Transfers

Dec 26, 2023 Ledger, Fees, page, tab, Ledger Adjustment Tool, Administrative, Cloud Reports, provider, incorrect, wrong, payment, transfer, debit adjustment, debit adj 0 2.25K 0/5 (0 Vote)

Overview If a payment is recorded on the wrong provider/location/patient, you will need to deduct from the provider who was paid in error, and the proper provider will get credit for that payment. TDO QuickBooks sync users - If you are using the... Read More

[v12] Patients page

Dec 12, 2023 v12, patient, page, ID, chart, language, do not, DNETA, SSN, social secuirty, SMS, tab, decease, outcome, export, implant, lecture, board, set up appointment, correspondence, patient portal, credenitals, password, insurance, guardian, spouse, guarantor, emergency 0 2.59K 0/5 (0 Vote)

Overview When logging into TDO the Patient page will always be the opening screen. Unless TDO has been newly installed on the computer, the Patient page will show the last patient that was viewed on the workstation. From here you can view all of... Read More

[v12] Appointments Page

Jan 5, 2024 appointment, tooth, history, calendar, main page, button, hide, control table, recall 0 1.78K 0/5 (0 Vote)

Overview A breakdown of the Appointments Page of TDO with information and how-to's. Located on the pages area it is defaulted to show as the second page link. Highlighted in yellow, Select Appointments. When the option of right-clicking New... Read More

[v12.380b and above] Patient page & Referring Doctors - Setup - hide or show patient/ doctor passwords

Aug 27, 2020 0 6.77K 0/5 (0 Vote)

Overview: TDO now gives the option to offices to decide if they want to hide the Web Password for Patients and Referring/General Doctors in TDO. This feature was implemented in 12.380b. Note: Per HIPPA regulations, any patient password... Read More