Overview
The purpose of this feature is to be able to deploy new reports that are specific to doctors and their practice needs quickly and in formats that better serve their needs. The user will be able to log in and select criteria for their reports in an easy-to-use fashion. An Excel spreadsheet is the primary format for all of these reports. Another purpose of this feature is that we can deploy new reports without having to redeploy TDOffice.
Prerequistes
Available for users with TDO Cloud services.
Detailed Steps to open Cloud Reports
Report is located in: Main>Reporting Tools>Open Cloud Reports
TDO Cloud Reports will open.
Some Cloud Reports can also be accessed via the Admin Login portal of your TDO site. See this article for instructions.
This is similar to the Aging Analysis function found in TDO: [Reporting Tools > Financial > Aging Analysis]. No parameters need to be specified when generating this report, the spreadsheet generated will have a row for every patient who has a balance. There will be separate columns for: [Balance] Currently Due, 30 Days Due, 60 Days Due, and 90 Days Due, etc.
Show Deposits by date, Similar to Reporting Tools> Financial> Reports by Date> Bank Deposits by Date
This report will allow the users to find out which days of any given date range is typically the busiest. To Generate the report:
There are columns indicating Case Status, Number of Visits, Fee Total, Tooth Type, Case Type, and whether or not the GentleWave Procedure was marked in the Treatment page for that case.
This report will list all the procedures performed by providers on any given date range specified. The report will show the procedure codes, description, Doctor ID (ID 0 is for practice), number of procedures, and total production.
Breaks down the usage of each code with a date range
Breakdown of each time a code is used within a multifee schedule
This report consist of two sheets, Codes by Doctor and Code Totals. Codes by Doctor breaks has a row for each column, separated by Treating Doctor and Location. Code Totals combines each doctor’s production and collection for each code into a single row (one row per code). Each sheet has columns for the Posted Amount and Collected Amount for each code.
Completed Cases by Completed Date Range
This report allows you to analyze how the ’Treatment Sessions’ count affects your production for a case.
Report will show the Patient Name and ID number, How many teeth are left Open, How many Claims are Open, and the current amount owed.
Report will show Monthly Collection totals, Daily Collection by Day, Monthly Production, Daily Production by Day
The report will show the Adjustments and Reason
Report will show the following
Patient ID Name, Social Security Number, and Date of Birth
Insured Name, Employer Name, Group ID Number, Phone Number and Social Security Number
Insurance Co Phone Number, Insurance Address, Payer ID, Insurance Co Contact, Insurance Co Fax, Insurance Company Name
Balance
First Post date
Doctor Number
Date the claim was Sent and Received, and amount Received
Fee/Codes on Claim
Treating Doctor
Location ID and Location Name
Company Name
Referring Doctor and General Dentist
This report is broken down by
Practice, Doctor, and Locations as individual tabs
Practice Tab: Assigned claims for the practice between the dates selected.
Doctor Tabs: Assigned claims, between the dates selected, for broken down by treating doctors.
Location Tabs: Assigned claims, between the dates selected, for broken down by locations.
This report is broken down by the two tabs at the bottom - one looking from a location perspective and the other from the doctor perspective.
This report is good to compare current month and current year to date with previous year’s month and previous year’s year to date.
Report Month: enter the month in numbers. For example: 1 or 01 for January, 2 or 02 for February and so on.
Report Year: type in the year
Report Shows Patients with Outstanding claims broken down by Insurances
Report Shows Patients with Outstanding claims on one sheet
List of patients with primary and secondary insurance
The report shows patients' production with codes and dates
This report will list all patients with procedures not attached to claims. The patient must have a valid insurance carrier added to his/her chart.
This report will show the amount owed by patients and the Claim Breakdown.
Production, Collection, adjustments by Doctor by Month
This report is similar to Monthly Snapshot with the difference that users can generate the report for any date range specified. This report can be generated for a quarter, 2 weeks, 6 months, a year, etc.
This report will show Production, Total Collection, Total Cash, Total Credit Card, Total Checks, Total Insurance, Days Worked, Number of RCTs, and Number of Implants
This report will show all the other types of payments broken down so users know the amount collected from other payments on a given date range.
This report has four different tabs:
This Report will show you all Cancelled, Rescheduled, or No Show Appointment List and who was last to modify the appointment
This report will allow users to get a list of the charts they need to review.
This report will match the list of patients with discrepancies from Administrative>Ledger Adjustment Tool
Report shows patients with Credit Balances
This report will list all patients in the database, along with their contact information.
This report allows users to see all patients seen by location and doctor.
This report will allow users to create a mail merge for referring practices.
This report with show patients who have been referred and are currently not scheduled by date range.
The referral ranking report is the perfect place to see how many patients were seen for Consult and Treatment on a yearly basis.
Report Year: Enter in the year the report needs to be generated in.
This report will show revenues by referring doctor broken down by month for a calendar year. Annual revenues for the previous 3 years are also shown for comparison. The report can be viewed by practice as well as by location.
This report will show revenues by referring doctor broken down by month for a calendar year. but you can manually select the date range. Data will only show for that Date Range
This report will show revenues by referring doctor. This report will show the total revenue for the year specified as well as the average.
Above Minimum: Last 12 month total from the date back
Lapsing Minimum: Lists referring doctors that had not had revenue for the last two months, yet met a minimum revenue requirement.
Upswing minimum: Lists the referring doctors that have had revenue the month selected and are under the minimum revenue requirement.
The report shows the revenue month-by-month for the last 12 months. For instance
The report can be viewed by practice as well as by location
Reports Year
Reports Month: enter the month (in number) to start the review
Revenue Minimum: Enter the minimum amount to review
Report allows you to look up one Referring Doctor and the events for that Dr
This report will allow users to have a list of all referring doctors added in the system on a given date range. This reports will be useful for mail merges. This report has two lists: Referring Doctor List in one of the tabs and the Referring Doctor Email List.
The referral ranking report is the perfect place to see any tooth added to a record from a specific date range grouped by referring doctor and total production for those patients/teeth.
The referral ranking report is the perfect place to see a list of how your referring doctors rank based on Total Billed.
Article ID: 743
Created: January 31, 2019
Last Updated: September 16, 2025
Author: TDO KB [web_admin@tdo4endo.com]
Online URL: https://kb.tdo4endo.com/article.php?id=743