Advanced Admin
How to optimize TDO and utilize reports to manage your practice proficiently
Topics covered:
Financial reports
Aging Analysis and Account Statements
Snapshot in more detail
Breakdown snapshot
Inaccurate posting of multiple locations and/or multiple doctor practices
Insurance Reports
How to manage claims, outstanding claims, and Insurance payments
Cloud Reports
Excel Spreadsheets and additional reports
Clinical Reports and Charting Optimization
Patients not scheduled and needing treatment
Patients follow up
Open cases
Daily reports
Patient Experience
Online Registration
Appointment Confirmation
Online Payments
Templates
Advanced features and efficiencies
Referring Doctor Reports and Marketing
Patient reviews
Referring doctor and admin portal
Batch Letters/ Newsletter
Analysis reports and ranking, labels, and marketing tools
Recall and follow up
How to organize your recall system
Article ID: 599
Created: July 8, 2016
Last Updated: September 16, 2025
Author: TDO KB [web_admin@tdo4endo.com]
Online URL: https://kb.tdo4endo.com/article.php?id=599