Program Setup

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 basing the rank on (cases would be teeth added, production would be fees posted - generally speaking... Read More

Overview How to add a fee code.  Detailed Instructions 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... Read More

Overview How to set default probing for multi-tooth info page Detailed Instructions The probing values that are entered when the ‘defaults’ are selected are customized under the Default Probings Options form.  This can be accessed by... Read More

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. Set... Read More

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. Detailed Instructions How to add a consent form category Go to Program Setup>Policy/Consent... Read More

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; however, they can be used as... Read More

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