Referral reports in TDO can be printed in three different ways:
Daily Reports (from the Reports button in the top menu bar)
Front Desk Menu
Letters module
Detailed Instructions
Referral Reports to be Completed
Click Reports on the top menu
Select Daily Reports
Click on Reports to be Completed
This information comes from patient’s Final Report
Click Open Referral Report(s)
Click “File” and then Print
Click lower X in upper right corner to close screen
Click that the report was sent and enter date sent
Check patient’s insurance and mark accordingly
Put check mark next to No if report is not sent
Note: The patient’s record will not delete from “Reports to be Completed” list until “Sent” or “No” has been checked and the insurance window has been completed.
Reports from Front Desk Menu
Click Front Desk Menu on the top menu bar
Select the report from the Small, Half Page or Large Report menu
Click the “Print” button on the form
A message will come up asking if you would like to mark the final report as sent. By clicking yes it will automatically mark it on the patient’s Final Report page
Reports from Letters Module
Click the Letters tab on the patient’s screen
Select correct letter from Template drop down box
Check report
To print now, click Save & Send Now To print later, click Save
Click OK in message box
Report is saved to patient’s record
Verify letter sent by checking in Letters List tab
Article ID: 64
Created: August 29, 2014
Last Updated: October 26, 2023
Author: TDO KB [web_admin@tdo4endo.com]