Program Setup

Overview This will show you how to customize the tabs for the patient's record. 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. This is a... 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

Overview If you are a TDO Cloud/Web user, you can send out appointment reminders from TDO using the Letters module.  Steps The first step in sending out appointment reminders from TDO is making sure that you have a template containing the proper... Read More

Overview This article goes over how to access and edit your fees list. 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.... Read More

Version 12 On the Setup tab, click Site Configuration and select Add/Edit User Names and Passwords. To add a user, click ’New’. Select a Position for the user. Select an Email Permission Level for the user. (Full Access can see... Read More

V11 – Program setup – Practice Management V12 - Setup – Program setup – Practice Management Overview Practice Management lets you designate what you want to set to qualify a doctor as an A/B/C/D referral. The rank criteria is what they are... Read More

Overview TDO allows for each employee to have their own Calendar and adjust the view to what is needed for them individually. Detailed Instructions When a new employee joins the practice, if you would like to set their calendar view to match another... Read More

Overview Within TDO there are three (3) methods to enter anesthesia: 1st, manually entering the information, 2nd, using Autofill options, and 3rd, Explosion Groups. The following article reviews how to setup anesthesia Autofill Options andÂ... Read More

Overview The following article reviews how to add or remove antibiotics from the Antibiotic Types list on the long form Diagnosis page through the Setup ribbon menu > Program Setup.  Where to access: To use this list when working within TDO... Read More