Program Setup

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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

Overview This article contains the step by step instructions on insurance features in Version 12.  Multi Fee Schedule TDO has the ability for you to setup Multiple Fee Schedules for different insurances that you are in network with or you may want... Read More

 How to calculate insurance without using Insurance Estimating: There is the option to not use the Insurance Estimating feature. Users will still be able to calculate insurance by assigning categories but you will not be able to create specific... Read More

PROGRAM SETUP Required Staff: Manager only and/or Doctor The Program Setup is the first in the series of trainings after TDO has successfully been installed on your computers. It is designed as an introduction into the program and to prepare your... Read More

Overview: Users are now able to change the order of the columns of the calendar by going to [Setup>Program Setup>Operatory Names]. Once the order is set, the calendar will display the same order. All the data will go with the correct operatory.... Read More

Overview This feature allows you to associate procedure codes to specific teeth. This prevents a procedure code from being billed to an incorrect tooth and will help decrease claim rejections. Detailed Steps First, enable the feature: Setup > Site... Read More

Overview: How to easily view the patient's primary and secondary insurances fee schedules. Please note this is for viewing only, not making changes to the fee schedule.  To make changes go to Setup > Program Setup > Fees lising/ADA codes.... Read More

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

Overview When making an appointment on the calendar, you have to pick what the appointment is for.  That list is fully customizable.  Detailed Instructions To edit this list, go to Program Setup on the top menu bar and select Appointment Set Up.... Read More