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<title>Home - All Categories - TDO software  </title>
<link>https://kb.tdo4endo.com/category.php?id=134</link>
<description>This RSS Feed contains Articles of Category in the knowledge base. You can click on the title to view its content. Powered by PHPKB (https://www.phpkb.com)</description>
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										<guid>https://kb.tdo4endo.com/article.php?id=42</guid>
										<title>Online Infograbber - Resubmit Signature</title>
										<link>https://kb.tdo4endo.com/article.php?id=42</link>
										<description><![CDATA[Overview When using the online Infograbber, there is a feature thatÂ allows users to resubmit a patient&#039;s signature if it does not transfer into TDOÂ   Detailed Instructions To use this feature, log in to the online Infograbber and bring up the...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=64</guid>
										<title>Referral Reports Overview</title>
										<link>https://kb.tdo4endo.com/article.php?id=64</link>
										<description><![CDATA[Overview Referral reports in TDO can be printed in three different ways:  Daily Reports (from theÂ ReportsÂ button in the top menu bar) Front Desk Menu Letters module   Detailed Instructions Referral Reports to be Completed  Click ReportsÂ on the top...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=78</guid>
										<title>Multi Tooth Testing overview</title>
										<link>https://kb.tdo4endo.com/article.php?id=78</link>
										<description><![CDATA[Overview Diagnostic testing is started on the MTI page.Â  You may test one tooth or multiple teeth.Â  You may also test the same tooth / teeth on different dates.  Detailed Instructions  Click Multi Tooth InfoÂ tab.Â  Add the teeth you wish to test.Â...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=81</guid>
										<title>Prescriptions Tab overview</title>
										<link>https://kb.tdo4endo.com/article.php?id=81</link>
										<description><![CDATA[Overview Steps for the Prescriptions Tab.  Click the âPrescriptionsâ tab in the patient&rsquo;s chart. Enter the Qnty, Sig, Freq, Med. Prescribed, Dosage, and Refills.Â  Tooth and date will fill in automatically. Use the Autofill at the bottom to...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=87</guid>
										<title>Recall Tab overview</title>
										<link>https://kb.tdo4endo.com/article.php?id=87</link>
										<description><![CDATA[To open the recall page, click the Recall tab in the patient&rsquo;s chart 1. Enter the date for the recall by clicking in the date box. Today&rsquo;s date is entered automatically 2. Specify the recall period (i.e., 6 mos, 1 yr, 18 mo., 2 yr, etc) 3...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=90</guid>
										<title>Video - Letters - Digital Signatures in Referral Reports</title>
										<link>https://kb.tdo4endo.com/article.php?id=90</link>
										<description><![CDATA[]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=100</guid>
										<title>Medical History Questionnaire - creating a custom form</title>
										<link>https://kb.tdo4endo.com/article.php?id=100</link>
										<description><![CDATA[Overview This article details how to create a custom Medical History Questionnaire in TDO, as well as, import or export an existing questionnaire in the file format ofÂ  .QML.Â The customization and setup process will take approximately one hour....]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=106</guid>
										<title>Multi Tooth Autofill Options</title>
										<link>https://kb.tdo4endo.com/article.php?id=106</link>
										<description><![CDATA[Overview There are an unlimited number of user specified auto fills available on the Multi Tooth form. Detailed Instructions Program SetupÂ on the top menu bar and then selectÂ Multi Tooth&gt; Autofill Options.  For each item, enter a name as well as...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=125</guid>
										<title>TDO Terms of Responsibilities</title>
										<link>https://kb.tdo4endo.com/article.php?id=125</link>
										<description><![CDATA[Responsibilities of the IT Professional 1)Â To resolve all networking issues. It is the responsibility of the IT Professional toÂ maintain and resolve all network issues, so they comply with the recommended networkÂ configuration and specifications...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=131</guid>
										<title>How to use the Infograbber</title>
										<link>https://kb.tdo4endo.com/article.php?id=131</link>
										<description><![CDATA[Overview If you are registered for the TDOÂ  Web/Cloud Services, you can use an IPad for the web based Infograbber version. If you do not subscribe to this service, a Windows based laptop, desktop, or tablet that can install Windows applications will...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=216</guid>
										<title>Final Report Macro Notes</title>
										<link>https://kb.tdo4endo.com/article.php?id=216</link>
										<description><![CDATA[On the final report page of the patient&rsquo;s chart the final treatment notes are entered.Â  Using macro notes to enter these notes is very efficient.Â  Macro notes allow you to enter a complete, predefined note, with a single click.Â  You can...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=222</guid>
										<title>Super Recall Function</title>
										<link>https://kb.tdo4endo.com/article.php?id=222</link>
										<description><![CDATA[Overview TDO has a Super Recall function that makes a special effort to track high-priority cases for when you want to make sure you obtain a recall.The patient can be categorized as a Super Recall by clicking the Super Recall checkbox from either...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=228</guid>
										<title>Recall Autonotes Options</title>
										<link>https://kb.tdo4endo.com/article.php?id=228</link>
										<description><![CDATA[Overview TDO allows you to quickly enter a summary of your recall exam on the patient&rsquo;s recall page by using an autonote. Using autonotes/ macronotes allows you to enter a complete, predefined note, with a single click.Â  Detailed Instructions...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=239</guid>
										<title>Clinical Findings at this Visit</title>
										<link>https://kb.tdo4endo.com/article.php?id=239</link>
										<description><![CDATA[Overview On the right side of the patient Note page, there is a Clinical Findings at this VisitÂ section.Â    Detailed Instructions This is an optional section; however, it is an easy way to document clinical findings for each appointment.Â  When...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=313</guid>
										<title>Sending Appointment Confirmations from TDO</title>
										<link>https://kb.tdo4endo.com/article.php?id=313</link>
										<description><![CDATA[Overview If you are a TDO Cloud/Web user, you can send out appointment reminders from TDO using the Letters module.Â   Detailed Instructions The first step in sending out appointment reminders from TDO is making sure that you have a template...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=421</guid>
										<title>Video - Using the Full Mouth Probing Tab</title>
										<link>https://kb.tdo4endo.com/article.php?id=421</link>
										<description><![CDATA[]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=424</guid>
										<title>Video - Using the Select Notes function</title>
										<link>https://kb.tdo4endo.com/article.php?id=424</link>
										<description><![CDATA[]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=427</guid>
										<title>Video - Printing Notes</title>
										<link>https://kb.tdo4endo.com/article.php?id=427</link>
										<description><![CDATA[]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=430</guid>
										<title>Video - Configuring Autonotes</title>
										<link>https://kb.tdo4endo.com/article.php?id=430</link>
										<description><![CDATA[]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=431</guid>
										<title>Video - Categorizing Notes in TDO</title>
										<link>https://kb.tdo4endo.com/article.php?id=431</link>
										<description><![CDATA[]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=435</guid>
										<title>Video - Patient Registration in TDO</title>
										<link>https://kb.tdo4endo.com/article.php?id=435</link>
										<description><![CDATA[]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=437</guid>
										<title>Video - The Medical History and Pain History in TDO</title>
										<link>https://kb.tdo4endo.com/article.php?id=437</link>
										<description><![CDATA[]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=450</guid>
										<title>Video - How to Receive a Payment</title>
										<link>https://kb.tdo4endo.com/article.php?id=450</link>
										<description><![CDATA[]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=451</guid>
										<title>How to Print individual &amp;  multiple Account Statements</title>
										<link>https://kb.tdo4endo.com/article.php?id=451</link>
										<description><![CDATA[Overview There are two ways to print statements within TDO. The first is through the Ledger tab with the Print Statement button - this allows you to print the statement for the currently selected patient. The second option is to use the Account...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=461</guid>
										<title>Video - Debit Adjustments in TDO</title>
										<link>https://kb.tdo4endo.com/article.php?id=461</link>
										<description><![CDATA[]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=462</guid>
										<title>Video - Credit Adjustments in TDO</title>
										<link>https://kb.tdo4endo.com/article.php?id=462</link>
										<description><![CDATA[]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=463</guid>
										<title>Video - Select an Insurance Carrier</title>
										<link>https://kb.tdo4endo.com/article.php?id=463</link>
										<description><![CDATA[]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=464</guid>
										<title>Video - Add an Insurance Profile</title>
										<link>https://kb.tdo4endo.com/article.php?id=464</link>
										<description><![CDATA[]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=465</guid>
										<title>Video - Adding an Insurance Carrier</title>
										<link>https://kb.tdo4endo.com/article.php?id=465</link>
										<description><![CDATA[]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=504</guid>
										<title>Video - Using MTI page from Diagnosis Page</title>
										<link>https://kb.tdo4endo.com/article.php?id=504</link>
										<description><![CDATA[]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=505</guid>
										<title>Video - Recording prior Treatment Info</title>
										<link>https://kb.tdo4endo.com/article.php?id=505</link>
										<description><![CDATA[Overview TDO allows you to enter prior treatment on a tooth in the Diagnosis pageÂ     Reference ]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=548</guid>
										<title>Video - Appointment History</title>
										<link>https://kb.tdo4endo.com/article.php?id=548</link>
										<description><![CDATA[]]></description>

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<item>
										<guid>https://kb.tdo4endo.com/article.php?id=605</guid>
										<title>Microsoft Edge Incompatibility with Web Infograbber</title>
										<link>https://kb.tdo4endo.com/article.php?id=605</link>
										<description><![CDATA[We have noticed several issues with touchscreen laptops attempting to use the TDO Web Based Infograbber on the Microsoft Edge browser (on Windows 10). We have looked into it and after testing we have found thatÂ Edge doesn&rsquo;t handle the html...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=613</guid>
										<title>Create and submit Pre-Determinations and Claims electronically</title>
										<link>https://kb.tdo4endo.com/article.php?id=613</link>
										<description><![CDATA[Overview How to send a Pre-determination or an E-Claim, step by step from Insurance, Creating, Submitting, and Uploading.  Detailed Instructions  Make sure the patient&rsquo;s insurance information is entered in the Insurance page.    Pre...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=619</guid>
										<title>Update requirements from TDO Version 11 to TDO Version 12</title>
										<link>https://kb.tdo4endo.com/article.php?id=619</link>
										<description><![CDATA[Overview A list of the requirements your office will need to meet prior to updating to version 12 of TDO Software Details  You will need to have signed the updated TDO Contract Agreement. Please log into tdo4endo.com. Go to Download TDO. Click on...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=627</guid>
										<title>Version 12 Insurance Features</title>
										<link>https://kb.tdo4endo.com/article.php?id=627</link>
										<description><![CDATA[Overview This article contains the step by step instructions on insurance features in Version 12.Â  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...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=641</guid>
										<title>How to Post an Employment Opportunity</title>
										<link>https://kb.tdo4endo.com/article.php?id=641</link>
										<description><![CDATA[Â  Overview Being part of the TDO Community allows you to post job opportunities to a large amount of highly trained doctors and staff. To take advantage of this, follow the detailed steps listed below.Â  Detailed Instructions 1. Log into the...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=702</guid>
										<title>Interaction between medications and Lexicomp</title>
										<link>https://kb.tdo4endo.com/article.php?id=702</link>
										<description><![CDATA[Overview This article will demonstrate the different ways to describe medication delivery methodsÂ forÂ drugs with more than one way of delivery, i.e. by way of topical (on top of the skin) or systemic (through the bloodstream) in the Lexicomp...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=703</guid>
										<title>Could not generate the PDF file</title>
										<link>https://kb.tdo4endo.com/article.php?id=703</link>
										<description><![CDATA[Overview This article will show you how to resolve this Letters Module PDF error: Â   Â  Detailed Instructions To fix this error, download and install this fileÂ (External Link)  Restart TDO using the TDO Autofix. Open Letters Module in TDO, and you...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=704</guid>
										<title>Invalid Path Or Path Not Found Error</title>
										<link>https://kb.tdo4endo.com/article.php?id=704</link>
										<description><![CDATA[Overview This article will show you how to resolve the invalid path or path not found error and fix the inability to save and send from the letters module. Â   Â  Detailed Instructions First, ensure that mapped drive is connected by opening File...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=712</guid>
										<title>How to handle Recalls in TDO</title>
										<link>https://kb.tdo4endo.com/article.php?id=712</link>
										<description><![CDATA[Overview This article will show you how to mark patients as recall or super recall patients and the two different ways to send recall cards.  How To Add A Recall Patient in TDO There are two places you can mark a patient as a recall patient: the ...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=738</guid>
										<title>How to calculate insurance WITHOUT using Insurance Estimating</title>
										<link>https://kb.tdo4endo.com/article.php?id=738</link>
										<description><![CDATA[Â How to calculateÂ insuranceÂ without usingÂ Insurance Estimating:  There is the option to not use the Insurance EstimatingÂ feature. Users will still be able to calculate insurance by assigning categories but you will not be able to create specific...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=741</guid>
										<title>Main Data &gt; Pick X-Rays` Removed in TDO Version 12</title>
										<link>https://kb.tdo4endo.com/article.php?id=741</link>
										<description><![CDATA[Overview In TDO Version 12, the option that could previously be found (in TDO Version 11 and earlier) under &lsquo;Main Data &gt; Pick X-Rays&rsquo; is no longer available. In Version 12, a similar report can be created with the Letters Module. Â ...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=750</guid>
										<title>Web Registration Calendar Icon</title>
										<link>https://kb.tdo4endo.com/article.php?id=750</link>
										<description><![CDATA[Overview Â The Web Registration Icon can be used to identify which patients have completed the Web Registration prior to their appointment date.  Configuring TDO From the menu [Program Setup &gt; Format String], select âWeb Registrationâ inÂ...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=757</guid>
										<title>Major iCA Update Announcement Effective July 1, 2019</title>
										<link>https://kb.tdo4endo.com/article.php?id=757</link>
										<description><![CDATA[Overview ITRANS has announced a major update for their iCA application. Effective July 1, 2019, you will need to use iCA version 3 or newer (the most recent version, however, is 4.1.0.0).Â Please see their releaseÂ hereÂ [External Link].  How to...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=772</guid>
										<title>How to adjust the font size in Patient Notes</title>
										<link>https://kb.tdo4endo.com/article.php?id=772</link>
										<description><![CDATA[Overview This feature will allow the staff and providers to increase the font size on the &rsquo;Patient Notes&rsquo;. Note: this setting is per workstation. In the Patient Note form users will also find a Calendar button to add the date the note is...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=783</guid>
										<title>Taking X-rays and photos while on Recall Page</title>
										<link>https://kb.tdo4endo.com/article.php?id=783</link>
										<description><![CDATA[Overview If the Recall page is open, it is possible to take a Recall radiograph or picture with one click. This article will cover the details of this feature.  This feature is available in TDO version 12.175b and higher.  Detailed Instructions  ...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=799</guid>
										<title>Sending Mass Emails Without Using Batch Letters</title>
										<link>https://kb.tdo4endo.com/article.php?id=799</link>
										<description><![CDATA[ Note 3/16/2020: Due to the spread of COVID-19 we have received many requests for help with distributing information to referrers and patients via email. Because Batch Letters can sometimes take a long time to generate and is not designed to send...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=803</guid>
										<title>TDO Hybrid - General Info</title>
										<link>https://kb.tdo4endo.com/article.php?id=803</link>
										<description><![CDATA[ For more information about TDO Hosted, please contact TDO Support.  Overview: TDO Hybrid:   Note:  If you have questions about TDO Hybrid, please contact TDO Support.    TDO Hybrid, similar to TDO Hosted, is a different implementation of the TDO...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=814</guid>
										<title>TDO Live Consult - Instructions to Access Google Meet [GSuite Users]</title>
										<link>https://kb.tdo4endo.com/article.php?id=814</link>
										<description><![CDATA[Overview This article will describe in detail the steps necessary to join the video consultation that you scheduled with your patient using the TDO Live Consult/Google Calendar Sync feature.  Prerequisites Doctor Prerequisites TDO Live Consult/Google...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=816</guid>
										<title>Issue Check in QuickBooks</title>
										<link>https://kb.tdo4endo.com/article.php?id=816</link>
										<description><![CDATA[Overview Any time money is moving out of your checking account, you MUST click the issue check in QB box, even if you are not actually printing a check. These debits will fall under one of 4 basic categories.  Details 1. Patient is due a refund. ...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=817</guid>
										<title>Recording Care Credit Deposits and Refunds</title>
										<link>https://kb.tdo4endo.com/article.php?id=817</link>
										<description><![CDATA[Recording Care Credit Deposits 1. In TDO, record Care Credit payment for full amount processed (e.g. $1000). 2. Run sync as you normally would 3. Go to Synchrony website or statement to determine amount withheld from deposit for Care Credit service...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=818</guid>
										<title>QuickBooks Checks - Expired and Reprints</title>
										<link>https://kb.tdo4endo.com/article.php?id=818</link>
										<description><![CDATA[Stale Dated (Expired) Checks Sometimes a refund check will not be cashed, and it will expire. This is referred to as a stale-dated check. Typically, banks do not honor checks past 180 days (please check with your bank specifically for their policy)....]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=830</guid>
										<title>TDO Freezes Before and after Saving/Sending/Printing a Letter - Due to Recent Microsoft Office Update (7/30/2020) FIXED</title>
										<link>https://kb.tdo4endo.com/article.php?id=830</link>
										<description><![CDATA[Overview A recent update, in late June and early July, to Microsoft Office 365 and Microsoft Office 2019 desktop products can cause a compatibility issue with TDO that will result in Microsoft Word freezing after using Letters Module to Save, Send,...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=836</guid>
										<title>Insurance - 2019 ADA Claim Form - diagnosis code list &amp; qualifier box 34 &amp; 34a</title>
										<link>https://kb.tdo4endo.com/article.php?id=836</link>
										<description><![CDATA[Overview The ability to add Diagnosis Codes in your claim forms in the fields 34 and 34a and sending electronically can be achieved by clicking âREFRESH PATIENT INFOâ before sending the claim Available on the 2019 ADA Claim Form in version 12...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=852</guid>
										<title>Letters - creating a QR code</title>
										<link>https://kb.tdo4endo.com/article.php?id=852</link>
										<description><![CDATA[Overview Â  What Is a QR Code? QR codes, short for "quick response" codes, are square-shaped black-and-white symbols that people can scan using a smartphone to learn more about a product. These encrypted squares can hold links, coupons, event details...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=853</guid>
										<title>Letters - adding a QR code</title>
										<link>https://kb.tdo4endo.com/article.php?id=853</link>
										<description><![CDATA[Overview Â  It may be useful to add a QR code to printed letters that are mailed out containing a link to a specific website address that you want the recipient to go to.Â  Examples:  Invoices sent to patients linking to your online payment portal...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=863</guid>
										<title>Letters - Patient Statement - customizable template</title>
										<link>https://kb.tdo4endo.com/article.php?id=863</link>
										<description><![CDATA[Overview: TDO4Endo.com Support Materials has a downloadable Word Document that will pull the same information as the internal Print Patient Statement in TDO. Steps: Using your Dr&rsquo;s User login, Log into TDO4endo.com Select Support Materials ...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=867</guid>
										<title>Pain History -  Error - question 14 &amp; &quot;bread&quot; typos</title>
										<link>https://kb.tdo4endo.com/article.php?id=867</link>
										<description><![CDATA[Overview We have had reports with issues on the pain history of the patients registration forms displaying as "bread" history and question 14 saying "if you don&#039;t touch or cock on it, does it still hurt" Detailed Instructions What is happening...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=873</guid>
										<title>Letters - Microsoft Word - security warning</title>
										<link>https://kb.tdo4endo.com/article.php?id=873</link>
										<description><![CDATA[Overview When creating or sending a report in the letters module, a Microsoft Word Security Notice may be displayed.Â  We are aware of the notification appearing.  This is affecting Microsoft Word 2016 and higher.  You can select either YES or NO to...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=880</guid>
										<title>Infograbber - importing patient insurance information into TDO</title>
										<link>https://kb.tdo4endo.com/article.php?id=880</link>
										<description><![CDATA[Overview TDO&#039;s Infograbber allows patient insurance information to be imported into the patient&#039;s Insurance tab in TDO. This article will go over how to do so.Â  Detailed Instructions First, we need the patient to complete the Insurance...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=884</guid>
										<title>Lexicomp</title>
										<link>https://kb.tdo4endo.com/article.php?id=884</link>
										<description><![CDATA[  Overview Lexicomp is a necessary component withinÂ TDO, and you use it every day.Â     Detailed Instructions  Even if you use Electronic Prescribing, Lexicomp is still built into the Medical History and is being used in TDO SoftwareÂ   It is built...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=885</guid>
										<title>Ledger - Training guide</title>
										<link>https://kb.tdo4endo.com/article.php?id=885</link>
										<description><![CDATA[Overview TDO&#039;s Ledger Tab will break down the patients fee&#039;s, write-offs, payment, insurance status (pending or resolved), and categorize by Doctor and locationsÂ   Table of Contents  Overview    Ledger Totals Running Balance in the Ledger...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=890</guid>
										<title>Letters - Email - GoDaddy - SMTP settings</title>
										<link>https://kb.tdo4endo.com/article.php?id=890</link>
										<description><![CDATA[Overview TDO requires SMTP Authentication for emails to be sent out.Â  Detailed Instructions How to accomplish this task is to simply follow this external link. You will need to log in to your GoDaddy account to access these settings. Once SMTP...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=891</guid>
										<title>Backup - TDO data backup guide</title>
										<link>https://kb.tdo4endo.com/article.php?id=891</link>
										<description><![CDATA[Overview The TDO Backup Utility is a great tool to backup your data and images, with the capability to restore that data if needed  Table of Contents  Overview  Checking TDO Backup Log Configuring a TDO Backup  Deciding Where to Configure the Backup...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=892</guid>
										<title>Insurance - Bulk Payment Processing</title>
										<link>https://kb.tdo4endo.com/article.php?id=892</link>
										<description><![CDATA[Overview TDO allows processing an insurance payment that covers several patients.  Detailed Instructions Receiving Bulk Insurance Payments When an insurance carrier sends a bulk payment for multiple patients, this is recorded under Insurance Tools ...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=893</guid>
										<title>[v12] - Updating TDO&#039;s drugs database</title>
										<link>https://kb.tdo4endo.com/article.php?id=893</link>
										<description><![CDATA[Overview The drugs database within TDO has been updated and is in sync with Lexicomp&#039;s drugs database. The update will require the SetupDrugs file to be manually ran on the TDO Server.  Note: If your practice is using TDO version 11, you will...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=900</guid>
										<title>[v12] Check Out Process</title>
										<link>https://kb.tdo4endo.com/article.php?id=900</link>
										<description><![CDATA[Overview TDO has a fast and easy checkout process that is customizable to suit your practice&#039;s needs. This article will go over each step in that process, as well as how to customize it.  Table of Contents  Detailed Instructions  The Flow of the...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=911</guid>
										<title>Referring Dr Portal</title>
										<link>https://kb.tdo4endo.com/article.php?id=911</link>
										<description><![CDATA[Overview TDO allows referring doctors to use a portal to receive patient care updates, view images and reports, and make referrals for new and existing patients.  Detailed Instructions Web ID and Password In order to access patient reports and images...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=913</guid>
										<title>TDO Comms+ Overview</title>
										<link>https://kb.tdo4endo.com/article.php?id=913</link>
										<description><![CDATA[ Table of Contents  Overview Minimum TDO Version Requirement is 12.405g TDO 12 Configuration Main View  Header  Communications Menu  SMS Template Designer  Token Definitions:Â      Valid Reply Designer Send Query Automation   Sub header ...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=918</guid>
										<title>Cloud Letters - Essential things to know</title>
										<link>https://kb.tdo4endo.com/article.php?id=918</link>
										<description><![CDATA[Essential things to know about Cloud Letters This article will go over important things to know regarding features, functionality and requirements.  To eliminate any needs for re-training, the only nuance is that the "Letters List", "Letters to send"...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=932</guid>
										<title>Force reload, Clearing cache and clearing local storage in Google Chrome</title>
										<link>https://kb.tdo4endo.com/article.php?id=932</link>
										<description><![CDATA[Clearing the cache in Google Chrome Attempting these three steps will help ensure that outdated cached files are not causing the issue that is being reported. Quite often than not, applying these steps will allow the back-end updates to take effect....]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=934</guid>
										<title>Cloud Letters - token matching structure</title>
										<link>https://kb.tdo4endo.com/article.php?id=934</link>
										<description><![CDATA[Overview This article goes over how to properly structure token matching because the structuring is different compared to the old letters module (Microsoft Word). The structure changed because of natural limitations when the infrastructure moved from...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=939</guid>
										<title>[v12] Right-Click options</title>
										<link>https://kb.tdo4endo.com/article.php?id=939</link>
										<description><![CDATA[Overview The available right-click options vary depending on the field being clicked on - not all fields have options available. Right-click options can include value lookup, customizing dropdown lists, and query searches.   Table of Contents  Lookup...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=993</guid>
										<title>Profitability Index, or PI</title>
										<link>https://kb.tdo4endo.com/article.php?id=993</link>
										<description><![CDATA[Overview TDO is a research database with an abundance of analytics to best manage practices. We look at key indicators of practice health. For example, we don&#039;t only look at the number of cases and production each referring office sends, but the...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=997</guid>
										<title>Rectangle Health Deprecation 5/1/2025</title>
										<link>https://kb.tdo4endo.com/article.php?id=997</link>
										<description><![CDATA[Rectangle Health Deprecation  As of 05-01-2025, the Rectangle Health payment processing integration has been deprecated.   Table of Contents  Rectangle Health Deprecation How to disable the deprecation notice   Starting on version 12.463 of TDO-12, a...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=1002</guid>
										<title>How to retrieve an X-ray not saved when using Carestream or XDR Integration</title>
										<link>https://kb.tdo4endo.com/article.php?id=1002</link>
										<description><![CDATA[Overview This will show you how to retrieve an X-ray from the Acquire page if an X-ray was not saved into the IO with TDO integrated sensors, Carestream or XDR.  Detailed Instructions Go to the patient record you would like to recover the X-ray that...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=1004</guid>
										<title>Creating a template for Dymo Label Printer</title>
										<link>https://kb.tdo4endo.com/article.php?id=1004</link>
										<description><![CDATA[Overview This will show how to create a template in Letters for the Dymo Label Printer.  Detailed Instructions Open Letters Module Click the Template Tab and then New Template Under Layout, expand the Page Setup Option  Â  On the Paper tab, select...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=1005</guid>
										<title>&quot;No Defaults - Financial&quot; Option</title>
										<link>https://kb.tdo4endo.com/article.php?id=1005</link>
										<description><![CDATA[ "No Defaults - Financial" option This option allows users to restrict the auto-population of default values for doctor and location in specific fields, rather than all fields, across various areas.  Requirements -Â TDO-12 version 12.483 and higher ...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=1006</guid>
										<title>Add Location to Ledger</title>
										<link>https://kb.tdo4endo.com/article.php?id=1006</link>
										<description><![CDATA[Overview Users have the option to show the location in the Dr column within the ledger  Requirements  Â TDO-12 version 12.483 and higher A value must be entered in the &#039;Location Nickname&#039; field in the &#039;Practice Information&#039; tab...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=1007</guid>
										<title>TDO Payments - Visa Dispute Response for U.S. &amp; Canada offices</title>
										<link>https://kb.tdo4endo.com/article.php?id=1007</link>
										<description><![CDATA[ Overview  Visa Dispute Response for U.S. &amp; Canada offices Visa has announced a new rule regardingÂ the dispute response windowÂ for chargebacks on payments processed locally in theÂ U.S. and Canada. StartingÂ July 21, 2025, you will have onlyÂ 9...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=1008</guid>
										<title>Calendar Settings Overview</title>
										<link>https://kb.tdo4endo.com/article.php?id=1008</link>
										<description><![CDATA[Practice Wide:   Setup &gt; Program Setup &gt; Calendar &gt; Times and Colors    This is where the earliest and latest working times are set, visible time to extend the calendar as desired (I usually do 30-1 hour prior and 1 hour post). This is also...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=1010</guid>
										<title>Microsoft Office Trust Center Settings (OLEServer, ActiveX, Letters, Calendar, Reports)</title>
										<link>https://kb.tdo4endo.com/article.php?id=1010</link>
										<description><![CDATA[Overview Recently, TDO has noticed an increase in issues that can be resolved by adjusting certain settings in the Microsoft Office Trust Center.Â  The issue presents when opening the TDO Calendar. The TDO Calendar will show blank and have an error...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=1011</guid>
										<title>TDO Letters not loading  data</title>
										<link>https://kb.tdo4endo.com/article.php?id=1011</link>
										<description><![CDATA[Overview The issue occurs when the user attempts to load a letter in TDO. The user will select a template. It will not load the letter data and instead paste whatever is currently on the computer&#039;s clipboard.  There is a reg file attached to...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=1012</guid>
										<title>TDO Letters Microsoft Word COM Add-ins</title>
										<link>https://kb.tdo4endo.com/article.php?id=1012</link>
										<description><![CDATA[Overview TDO recommends that all COM Add-Ins be removed from Microsoft Word.  Detailed Instructions Â  Steps to remove COM Add-Ins 1) Open Microsoft WordÂ  2) Click &#039;File&#039;  3) Click Options  4) Click Add-ins and then under Manage select &...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=1013</guid>
										<title>TDO Letters: disable connected experiences</title>
										<link>https://kb.tdo4endo.com/article.php?id=1013</link>
										<description><![CDATA[Overview If you are having issues with TDO Letters please try disabling Connected Experiences to limit potential sources of issues.  Detailed Instructions Â  1) Open Microsoft Word 2) Click &#039;File&#039; 3) Click &#039;Account&#039; 4) Click &#039...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=1014</guid>
										<title>Credit Card Surcharge for TDO Payments</title>
										<link>https://kb.tdo4endo.com/article.php?id=1014</link>
										<description><![CDATA[Overview Users can add anÂ optional credit card surcharge to help offset processing costs by selecting a fixed percentage and also choosing when to apply it. The surcharge amount is automatically calculated in the Receive Payment window and clearly...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=1015</guid>
										<title>Add or remove a doctor - Add a new location - Practice sale with a license transfer - Dissolution of Partnership</title>
										<link>https://kb.tdo4endo.com/article.php?id=1015</link>
										<description><![CDATA[Overview This article covers how to add or remove a doctor, add a new location, and handle a practice sale with a license transfer.  Adding a doctor to your practice  Note: Depending on your licensing contract, you may have a fee to add another...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=1025</guid>
										<title>TDO Runtime Picker Utility</title>
										<link>https://kb.tdo4endo.com/article.php?id=1025</link>
										<description><![CDATA[Overview TDO Runtime Picker was developed to replace the various ForceRuntime registry files. TDO Runtime Picker will detect all versions of Runtime currently installed.The following login errors may be resolved by using this utility.Issue: Login...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=1052</guid>
										<title>Auto-generated Unlock Codes</title>
										<link>https://kb.tdo4endo.com/article.php?id=1052</link>
										<description><![CDATA[Unlock Codes After installation of TDO, each computer/workstation can be unlocked using a an activation or "unlock" code generated at https://tdoer.tdo4endo.com. Click theÂ TDO Unlock CodesÂ link at the top to retrieve this code. You may be prompted...]]></description>

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