TDO Comms Update 10.24.25
Features Included in This Update:
- Pre Treatment Estimate Token: the <<PreTreat>> token is now available. It is calculated from the Total of the Patient Estimate column for each fee that is prepared (but not yet posted) on the fees tab of TDO.
- Single Message: Search by Patient ID#: When sending a single message, you can now search for your patient by their PID# in TDO, found in the bottom-left of the Patient tab
- Query Designer:
- Sort by appointment type: You can now sort patients by the type of their next appointment. Useful if you have different instructions for them depending on their Appointment Type
- Filter by T-rating: You can now filter patients by their T-Rating. T-Rating is an arbitrary numbering system (1, 2, or 3) to label patients that might be difficult to collect money from. You can set a patient’s T-Rating right next to their name in TDO.
- Receive Images: Comms is now able to receive Images from your patients! Images will remain in Comms for 30 days before they are deleted. To permanently save an image, click on the 3 dots in the top-right of that image, and select ’Save Image to TDO’. It will then save to their Image Organizer in TDO.
- Calendar Appointment Notes will now show a note for every text sent to that patient
- Financial Reminder Texts, when sent to the patient, will now automatically create a Ledger Note in TDO. The Comms template must be under the Financial Reminders’ category
- Select Allowed Automation Days is now available on the Send Query Automation Menu. With this, you can ignore weekends or specific days of the week, and the automations will go out the day before.
- Example: If I have an automation to remind my patients 2 days before their appointment, I can uncheck Saturday and Sunday. The patient will now get their appointment reminder on Thursday for Monday’s appointment, instead of getting a text on Saturday.
Published on: Oct 22, 2025 at 1:46 PM | Viewed: 84 times.