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Program Setup Articles   Subscribe
Minimum Software and Hardware Requirements
Viewed 11762 times since Aug 26, 2014
Overview: In order to operate TDO on your existing computer system or new computer system, all of your computers must meet the following software and hardware specifications. Minimum Software Requirements On your workstations, we recommend... Read More
Adding Payer IDs (NEIC)
Viewed 8820 times since Oct 24, 2014
When setting up your insurance companies, the NEIC code associated with that company is selected. The list of NEIC codes is shown under Program Setup and then ‘Payer ID (NEIC). NEIC codes are only used for electronic claim filing. You can... Read More
Pharmacies
Viewed 7664 times since Oct 24, 2014
When entering prescriptions for a patient, you may enter what pharmacy they use. This information is good to store especially if you call the prescription in. You may enter pharmacies into your system directly from the Prescriptions page or... Read More
TDO the Unknown: Tips and Tricks from TDO Meeting 2015
Viewed 4676 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
How to configure SMTP settings to send emails from TDO
Viewed 3541 times since Sep 3, 2014
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
How to add a Payer ID
Viewed 2981 times since Sep 15, 2014
Steps to Add a Payer ID At the top of the program, click the Program Setup button From the drop down options, select Payer ID (NEIC) Scroll to the bottom of this list and you will see a blank field with an asterisk * next to it. Input the new... Read More
Network Settings
Viewed 2646 times since Oct 29, 2014
Network settings are located under Administrative on the top menu bar and then in Edit Control Table. On the left, enter your email settings in the section labeled Emailing option. These must be filled in properly to be able to email directly... Read More
Adding or Adjusting Consent forms
Viewed 2627 times since Aug 19, 2014
Overview TDO comes with two built in consent forms; the Financial Policy and the Privacy Policy. You can easily add more consent forms in a few steps. How to add a consent form category Go to Program Setup - Select Policy/Consent - Select... Read More
Fee Listing/ADA Codes
Viewed 2539 times since Oct 24, 2014
When you first install The Digital Office, the standard ADA codes are entered automatically. However you must enter the fees you would like to be used for each of the codes. You may add additional codes or change existing codes as well. To change... Read More
Explosion Codes
Viewed 2512 times since Oct 24, 2014
If you enter a group of fees each time you do a particular procedure, you will find it helpful to use ‘Explosion Codes’. After you set up your explosion codes, each time you select a particular one -all the codes and fees associated with... Read More
Adding Users and Security Levels
Viewed 2320 times since Aug 29, 2014
Version 11 Click Administrative on the top menu bar Select Add/Edit User Names and Passwords All employees should be listed with a security level and a password. Only a “Full Access” security user can add or edit people here. If an employee... Read More
Custom Macro Notes option
Viewed 1977 times since Sep 19, 2014
Overview Macro Notes allow you to enter a ‘daily note’ explaining what you did that visit with a patient without having to open the Patient Note Page and enter the note manually. You have an unlimited number of Macro Notes available. To... Read More
Final Report Macro Notes
Viewed 1964 times since Oct 24, 2014
On the final report page of the patient’s chart the final treatment notes are entered. Using macro notes to enter these notes is very efficient. Macro notes allow you to enter a complete, predefined note, with a single click. You can... Read More
Adding/Editing Operatory Names
Viewed 1958 times since Oct 24, 2014
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
How to add a fee code in TDO
Viewed 1911 times since Jun 8, 2015
To add a fee code to TDO, click Program Setup and select Fees Listing/ADA Codes Scroll to the bottom of the list, and add the new fee code to the blank line with the asterisk filling in all applicable fields. Also at this point, you can... Read More
Default Probing options
Viewed 1876 times since Oct 24, 2014
The probing values that are entered when the ‘defaults’ are selected are customized under the Default Probings Options form. This may be accessed by clicking Program Setup – Default Probing Options on the top menu bar. These... Read More
Main Page Order
Viewed 1745 times since Oct 24, 2014
By default, the patient record in TDO has 22 tabs. You may choose to remove some of these tabs or change the order in which they show in the program. To customize these settings, click Program Setup on the top menu bar and then select Main... Read More
Appointment Setup
Viewed 1625 times since Oct 24, 2014
When making an appointment on the calendar you have to pick what the appointment is for. That list is fully customizable. To edit this list, go to Program Setup on the top menu bar and select Appointment Set Up. The current list of appointment... Read More
Storing equipment information in TDO
Viewed 1567 times since Oct 24, 2014
There is a place in the program where you can keep information on the equipment in your office. It is helpful to have this information handy for times when you need repairs or need to contact the vendor. To open the equipment form select... Read More
Teeth Numbers
Viewed 1528 times since Oct 24, 2014
The Digital Office has been made to work with both ADA and international teeth numbers. If you click the ADA or International box on the top the list of teeth numbers will change and you can then enter additional ones you would like the system to... Read More
Items Needed
Viewed 1459 times since Oct 29, 2014
This is an area accessible both on the Notes to Front tab as well as the Notes tab. or You can check off items you need, or wish to send as well as doctors you wish to speak to. By simply clicking these items a list is generated in the Items... Read More
Storing important software information in TDO
Viewed 1439 times since Oct 24, 2014
To open the software form click Administrative on the top menu bar then select Software Information. This is a great place to keep all information on software you purchase. By keeping the information here you would have all of your registration... Read More
Recall Autofill Setup
Viewed 1438 times since Oct 24, 2014
As in many other places in the program, there are autofills available to make data entry easier. On the Recall page in the patient’s record there are three autofill buttons. The values that these buttons fill in are set up on the Recall... Read More
Autocorrect
Viewed 1421 times since Oct 24, 2014
There are many autocorrect options available in The Digital Office. These include automatic initial caps, capitalize names of days etc. If you would like to change any of the AutoCorrect settings, select Program Setup from the top menu bar and... Read More
Antibiotic Types
Viewed 1402 times since Oct 24, 2014
On the diagnosis page (if you are using the long diagnosis form) there is a question in the last column where you can mark that the patient is taking antibiotics. You may also enter the type they are taking. This list of antibiotics can be... Read More
Premed Autofill
Viewed 1297 times since Oct 24, 2014
To make entering pre-med documentation easier, there are autofills available. To set these up, click ‘Program Setup’ on the top menu bar and then select ‘Premed Autofill Options.’ The form may also be opened directly from... Read More
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