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TDO the Unknown: Tips and Tricks from TDO Meeting 2015
Viewed 4513 times since Oct 7, 2015
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
TDO Embezzlement Checklist
Viewed 2235 times since Oct 2, 2014
 Make it a requirement for each employee to use a unique login and password. Require users to log off TDO when leaving the desk. Administrative > Add/Edit User Names and Passwords Do not overwrite existing users! Click the >* to add... Read More
Generate a report based on ADA code
Viewed 2121 times since Jan 17, 2015
You will need to go to Ledger page and right-click on the ADA code you are searching for and then: Select View Cases for Specified Values and a new window will open The following popup window will display On that window, select under Report TypeÂ... Read More
Snapshot Report
Viewed 2060 times since Oct 29, 2014
Overview The Snapshot is a very powerful report. You can access data about production, collection, referrals, cases, etc., all in a format that allows you to filter by date, referring doctor, and other parameters all on one page. In this article we... Read More
All ADA Unsent Claims
Viewed 1952 times since Oct 29, 2014
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 have not... Read More
Waiting Time Report
Viewed 1907 times since Oct 22, 2014
Overview The waiting time report will summarize, by day, the patient check in time, the treatment start time and total waiting time. In order to properly utilize the waiting time report, follow the steps listed below. Detailed Instructions Check in... Read More
All MTA & CaOH Cases
Viewed 1825 times since Oct 29, 2014
Overview On the treatment page in a patient’s chart it is documented if the patient had CaOH, MTA, Apex or a Separated Instrument. There will be times that you wish to see a list of all of these patients. Detailed Instructions Under Reports,... Read More
Creating Right Click Query Reports
Viewed 1819 times since Oct 29, 2014
Overview TDO has a very powerful query engine. You may right click on almost any field in the program and add that field to a query. You may add as many fields to the query as you like. Once you have finished creating the query you may limit... Read More
Referral Ranking Report
Viewed 1771 times since Oct 29, 2014
The referral ranking report is the perfect place to see a list of how your referring doctors rank based on one of many available criteria for any time period you wish.  Click Reports on the top menu bar, then select Referring Doctor and then... Read More
Prior Treatment Analysis
Viewed 1620 times since Oct 29, 2014
Overview This report looks at the Diagnosis page where you stated that the patient was seen previously by another doctor and also looks for at least one of these checkboxes to be checked on the diagnosis page. Adequate RCTAGPTIncomplete... Read More
Collections Report
Viewed 1577 times since Oct 29, 2014
Overview On the patient’s ledger there is a Sent to Collections checkbox. By clicking this box you are stating that the patient has been sent to collections. This patient will no longer show up on your patient statements however will... Read More
Statement Sent Note
Viewed 1566 times since Oct 29, 2014
When printing batch Patient Statements, you will be prompted to enter a statement sent note at that time. However, if you forgot to do that you may always do it at a later time. Click Reports > Financials > Statement Sent Note This will... Read More
Breakdown Snapshot
Viewed 1562 times since Oct 29, 2014
This report is perfect for seeing a breakdown of your Insurance, Adjustments and No Charges. Click Reports on the top menu bar; select Financials – Breakdown Snapshot.  First, select the time period you wish to see the details for as well... Read More
Call Disposition Report
Viewed 1525 times since Oct 29, 2014
When office staff call to check on patients from the Patients to Call list they enter a note on that report with the result of the phone call. That note automatically goes into the patient’s chart. The Call Disposition Report summarizes... Read More
Daily Snapshot
Viewed 1514 times since Oct 29, 2014
The Daily Snapshot is a smaller version of our regular Snapshot report. The Daily Snapshot just has your basic financial information for the current date including production and collections. To open: Reports > Financial > Daily Snapshot ... Read More
Items to Get and Send
Viewed 1511 times since Sep 17, 2014
When the doctor is diagnosing and treating a patient, he/she decides if they need any additional x-rays/reports from another doctor as well as if your office needs to send any x-rays to any other doctor. When the doctor checks these items from within... Read More
Email all - overview
Viewed 1452 times since Oct 29, 2014
Email all Patients If you wish to send a general email message using your own email program to all patients, use the Email all Patients function. Select Reports on the top menu bar, then select Email – All Patients. A form will open allowing... Read More
Cloud Reports
Viewed 1352 times since Jan 31, 2019
 Overview The purpose of this feature is to be able to deploy new reports that are specific to doctors and their practice needs quicker and in formats that better serve their needs.  The user will be able to login and select criteria for their... Read More
Generate a report based on T rating
Viewed 1278 times since Nov 19, 2014
Overview There are a number of reports that can be generated by right clicking on the value. For instance, a very common request would be how to generate a report based on the T rating (an indicator of the patient’s temperament) Right-click on... Read More
Consult Referral
Viewed 1269 times since Oct 29, 2014
Normally a ‘Consult Referral’ report is sent to the referring doctor after a consultation if treatment is not going to be performed on a tooth.  There are 2 sizes of reports built in TDO available – small and medium. These are... Read More
Voided Transaction report
Viewed 1162 times since Oct 22, 2014
To view all voided transactions, select Reports from the top menu bar – ‘Financials’ – Voided Transactions. Select the dates for which you would like to view as well as which doctor. The report will show the date voided, patient... Read More
How to handle Recalls in TDO
Viewed 986 times since Aug 9, 2018
Overview This article will show you how to mark patients as recall or super recall patients and the two different ways to send recall cards. Â How To Add A Recall Patient in TDO There are two places you can mark a patient as a recall patient, the ... Read More
EHR Audit Log and the Exam Log
Viewed 954 times since Nov 30, 2017
Overview TDO Software has two reports that are helpful when trying to audit changes that have occurred in the program. Here are how to find them, and what they do. Detailed Instructions Reporting Tools > Administrative > Exam LogExam Log: Shows... Read More
Call Disposition Report in TDO
Viewed 603 times since Oct 11, 2018
Overview  When office staff call to check on patients from the Patients to Call list they enter a note on that report with the result of the phone call. That note automatically goes into the patient’s chart.  Detailed Notes The Call... Read More
How to create animated images in TDO
Viewed 532 times since Nov 20, 2018
Overview: This cool feature will allow users to combine several images in TDO into a single file. Note: this feature is available in TDO version 12.306e and newer. Detailed Instructions Steps: In Organizer, select one or more images  Right... Read More
Ability to access Cloud Reports from ADMIN login
Viewed 381 times since May 6, 2019
 Overview  Cloud Reports are also available online! Refer to the information below.  Prerequisites  TDO v11 or higher, TDO Cloud services, Microsoft Excel (reports are downloaded in .xlsx format)  Detailed Steps  In a browser, go to the... Read More
Financial Tickler overview
Viewed 137 times since Oct 29, 2014
Overview If you choose to use the Financial Tickler feature, the Financial Tickler report will show you which patients’ accounts need to be revisited.  Many offices simply use the Aging Analysis report and patient Account Statements for this... Read More
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