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<title>Home - All Categories - TDO software  - TDO  - Setup Ribbon Menu  - Program Setup  </title>
<link>https://kb.tdo4endo.com/category.php?id=9</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=31</guid>
										<title>Adding or Adjusting Consent forms</title>
										<link>https://kb.tdo4endo.com/article.php?id=31</link>
										<description><![CDATA[Overview TDO comes with two built-in consent forms: the Financial Policy and the Privacy Policy. Â You can easily add more consent forms in a few steps.  Detailed Instructions How to add a consent form category Go to Program Setup&gt;Policy/Consent...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=65</guid>
										<title>Adding Users and Security Levels - User Roles</title>
										<link>https://kb.tdo4endo.com/article.php?id=65</link>
										<description><![CDATA[Version 12  On theÂ SetupÂ tab, clickÂ Site Configuration and selectÂ Add/Edit User Names and Passwords. To add a user, clickÂ &rsquo;New&rsquo;.   Select a Position for the user. Select an Email Permission Level for the user. (Full Access can see...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=68</guid>
										<title>How to configure SMTP settings to send emails from TDO</title>
										<link>https://kb.tdo4endo.com/article.php?id=68</link>
										<description><![CDATA[  Note:Â For TDO 12.290 and higher, please seeÂ this articleÂ for instructions on configuring SMTP server settings.  Overview In order to have email sent from TDO (Letters, Organizer, etc) you must configure your SMTP Settings in TDO. Your SMTP...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=102</guid>
										<title>How to add a Payer ID (NEIC)</title>
										<link>https://kb.tdo4endo.com/article.php?id=102</link>
										<description><![CDATA[Overview This article will show you how to add a new Payer ID to your TDO database. NEIC codes are only used for electronic claim filing.Â You may add to and edit this list as necessary. If you know an insurance company&#039;s NEIC code and it is not...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=108</guid>
										<title>Image Categories - Adding &amp; Deleting</title>
										<link>https://kb.tdo4endo.com/article.php?id=108</link>
										<description><![CDATA[Overview How to add and delete an image category.  When acquiring images into a patient&rsquo;s record, you must categorize them by subject type.Images can be placed in multiple categories, giving the clinician very powerful control over all of the...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=119</guid>
										<title>Custom Macro Notes option</title>
										<link>https://kb.tdo4endo.com/article.php?id=119</link>
										<description><![CDATA[Overview Macro Notes allow you to enter a &lsquo;daily note&rsquo; explaining what you did that visit with a patient without having to open the Patient Note Page and enter the note manually. You have an unlimited number of Macro Notes available.  Set...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=182</guid>
										<title>Appointment Setup</title>
										<link>https://kb.tdo4endo.com/article.php?id=182</link>
										<description><![CDATA[Overview When making an appointment on the calendar, you have to pick what the appointment is for.Â  That list is fully customizable.Â  Detailed Instructions To edit this list, go to Program Setup on the top menu bar and select Appointment Set Up....]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=183</guid>
										<title>Autocorrect</title>
										<link>https://kb.tdo4endo.com/article.php?id=183</link>
										<description><![CDATA[There are many autocorrect options available in The Digital Office.Â  These include automatic initial caps, capitalize names of days etc.Â  If you would like to change any of the AutoCorrect settings, select Program SetupÂ from the top menu bar and...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=186</guid>
										<title>Explosion Codes</title>
										<link>https://kb.tdo4endo.com/article.php?id=186</link>
										<description><![CDATA[If you enter a group of fees each time you do a particular procedure, you will find it helpful to use &lsquo;Explosion Codes&rsquo;. After you set up your explosion codes, each time you select a particular one -all the codes and fees associated with...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=188</guid>
										<title>Fee Listing/ADA Codes</title>
										<link>https://kb.tdo4endo.com/article.php?id=188</link>
										<description><![CDATA[Overview This article goes over how to access and edit your fees list. When you first install The Digital Office, the standard ADA codes are entered automatically.Â  However, you must enter the fees you would like to be used for each of the codes....]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=189</guid>
										<title>Format String and Adjust Icons on Appointments in Calendar</title>
										<link>https://kb.tdo4endo.com/article.php?id=189</link>
										<description><![CDATA[Overview The Format StringÂ form lets you customize the visible icons on the calendar. This is a per-user setting.Â  Video Guidance  Detailed Instructions To open this option in Version 12 select Setup, then select Program SetupÂ on the top menu bar,...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=192</guid>
										<title>Adding/Editing Operatory Names</title>
										<link>https://kb.tdo4endo.com/article.php?id=192</link>
										<description><![CDATA[Overview You may set up whatever names you would like to show on your Calendar for each column. You may also have as few or as many columns as you wish. Generally, the names of these columns correspond to a physical room; however, they can be used as...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=193</guid>
										<title>Premed Autofill</title>
										<link>https://kb.tdo4endo.com/article.php?id=193</link>
										<description><![CDATA[Overview TDO allowsÂ entering pre-med documentation easier, with available auto fills. Detailed Instructions To set these up, click &lsquo;Program Setup&rsquo; on the top menu bar and then select &lsquo;Premed Autofill Options.&rsquo;Â   The form may...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=195</guid>
										<title>Recall Autofill Setup</title>
										<link>https://kb.tdo4endo.com/article.php?id=195</link>
										<description><![CDATA[Overview As in many other places in the program, there are autofills available to make data entry easier.Â  On the Recall pageÂ in the patient&rsquo;s record there are three autofill buttons.Â  The values that these buttons fill in are set up on the...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=197</guid>
										<title>Teeth Numbers</title>
										<link>https://kb.tdo4endo.com/article.php?id=197</link>
										<description><![CDATA[Overview The Digital Office has been made to work with both ADA and international teeth numbers.Â  If you click the ADA or International box on the top the list of teeth numbers will change and you can then enter additional ones you would like the...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=208</guid>
										<title>Storing Important Software Information in TDO</title>
										<link>https://kb.tdo4endo.com/article.php?id=208</link>
										<description><![CDATA[Overview TDO has a section where you can store information about your software purchase, for your own records, called "Software Information" To Open Software Information To open the form, navigate toÂ Setup&gt;Site ConfigurationÂ on the top menu bar,...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=209</guid>
										<title>Storing equipment information in TDO</title>
										<link>https://kb.tdo4endo.com/article.php?id=209</link>
										<description><![CDATA[Overview There is a place in the program where you can keep information on the equipment in your office. It is helpful to have this information handy for times when you need repairs or need to contact the vendor. Detailed Instructions TDO Version 12:...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=214</guid>
										<title>Default Probing options</title>
										<link>https://kb.tdo4endo.com/article.php?id=214</link>
										<description><![CDATA[Overview How to set default probing for multi-tooth info page  Detailed Instructions The probing values that are entered when the &lsquo;defaults&rsquo; are selected are customized under the Default Probings Options form.Â  This can be accessed by...]]></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=217</guid>
										<title>Main Page Order</title>
										<link>https://kb.tdo4endo.com/article.php?id=217</link>
										<description><![CDATA[Overview This will show you how to customize the tabs for the patient&#039;s record. By default, the patient record in TDO has 22 tabs.Â  You may choose to remove some of these tabs or change the order in which they show in the program. This is a...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=220</guid>
										<title>Pharmacies</title>
										<link>https://kb.tdo4endo.com/article.php?id=220</link>
										<description><![CDATA[Overview When entering prescriptions for a patient, you may enter what pharmacy they use. This information is good to store especially if you call the prescription in.Â  Detailed Instructions You may enter pharmacies into your system directly from...]]></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=238</guid>
										<title>Items Needed</title>
										<link>https://kb.tdo4endo.com/article.php?id=238</link>
										<description><![CDATA[Overview This is an area accessible both on the Notes to Front tab as well as the Notes tab. Detailed Instructions There are two ways to access the "Items Needed" page, as shown below:  or  You can check off items you need or wish to send, as well as...]]></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=324</guid>
										<title>How to add a fee code in TDO</title>
										<link>https://kb.tdo4endo.com/article.php?id=324</link>
										<description><![CDATA[Overview How to add a fee code.Â   Detailed Instructions To add a fee code to TDO, click Program SetupÂ and select Fees Listing/ADA Codes Â  Scroll to the bottom of the list, and add the new fee code to the blank line with the asterisk, filling in...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=325</guid>
										<title>Formatting the Calendar View</title>
										<link>https://kb.tdo4endo.com/article.php?id=325</link>
										<description><![CDATA[Overview TDO allows each employee to have their own Calendar view.Â    Detailed Instructions When a new employee joins the practice, if you would like to set their calendar (schedule) view to match another employee(s), please log into an account with...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=349</guid>
										<title>TDO the Unknown: Tips and Tricks from TDO Meeting 2015</title>
										<link>https://kb.tdo4endo.com/article.php?id=349</link>
										<description><![CDATA[TDO the Unknown:Â  Tips and Tricks Main Page  T1, T2, T3 meaning:Â  T1 patient is very nice, T2 patient is average, T3 patient is difficult.Â  Also how to clear the T rating. Menu &gt; Macro note same as macro note on notes tab.Â  Faster way to enter...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=389</guid>
										<title>Program Setup: Explosion Code Options</title>
										<link>https://kb.tdo4endo.com/article.php?id=389</link>
										<description><![CDATA[]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=390</guid>
										<title>Video - Image Categories</title>
										<link>https://kb.tdo4endo.com/article.php?id=390</link>
										<description><![CDATA[]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=394</guid>
										<title>Video - Adding Bank Information into TDO</title>
										<link>https://kb.tdo4endo.com/article.php?id=394</link>
										<description><![CDATA[]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=395</guid>
										<title>Adjusting Default Probings in TDO</title>
										<link>https://kb.tdo4endo.com/article.php?id=395</link>
										<description><![CDATA[]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=396</guid>
										<title>Custom Autonote Options</title>
										<link>https://kb.tdo4endo.com/article.php?id=396</link>
										<description><![CDATA[]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=397</guid>
										<title>Video - Calendar Time and Colors</title>
										<link>https://kb.tdo4endo.com/article.php?id=397</link>
										<description><![CDATA[]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=398</guid>
										<title>Video - Calendar Color Blocks</title>
										<link>https://kb.tdo4endo.com/article.php?id=398</link>
										<description><![CDATA[]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=560</guid>
										<title>Video - Creating Image categories</title>
										<link>https://kb.tdo4endo.com/article.php?id=560</link>
										<description><![CDATA[]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=600</guid>
										<title>Program Setup Training</title>
										<link>https://kb.tdo4endo.com/article.php?id=600</link>
										<description><![CDATA[Program Setup Required Staff: Manager only and/or Doctor The Program Setup is the first in the series of trainings after TDO has successfully been installed on your computers. It is designed as an introduction into the program and to prepare your...]]></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=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=767</guid>
										<title>Moving operatory columns on the calendar</title>
										<link>https://kb.tdo4endo.com/article.php?id=767</link>
										<description><![CDATA[Overview Change the order of columns in the calendar by going to [Setup&gt;Program Setup&gt;Operatory Names]. Once the order is set, the calendar will display the same order. All the data will go with the correct operatory.Â Â   This feature is...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=782</guid>
										<title>Version 12: Calendar Times and Colors</title>
										<link>https://kb.tdo4endo.com/article.php?id=782</link>
										<description><![CDATA[Overview Users may customize their calendar in many ways â one way is the times and colors. To start customizing the calendar follow the steps below: Â  Detailed InstructionsÂ  Go to Setup&gt;Program Setup&gt;Calendar&gt;Â Times and Colors Â   Â ...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=815</guid>
										<title>Procedure Teeth Association</title>
										<link>https://kb.tdo4endo.com/article.php?id=815</link>
										<description><![CDATA[Overview This feature allows you to associate procedure codes to specific teeth. This prevents a procedure code from being billed to an incorrect tooth and will help decrease claim rejections. Detailed Steps First, enable the feature: Setup &gt; Site...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=847</guid>
										<title>[v12] Insurance - Multi Fee Schedule</title>
										<link>https://kb.tdo4endo.com/article.php?id=847</link>
										<description><![CDATA[Overview: How to easily view the patient&#039;s primary and secondary insurances fee schedules. Please note this is for viewing only, not making changes to the fee schedule.Â  To make changes go to Setup &gt; Program Setup &gt; Fees lising/ADA codes....]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=851</guid>
										<title>Program Setup  - Practice Management  - creating &amp; tracking marketing events</title>
										<link>https://kb.tdo4endo.com/article.php?id=851</link>
										<description><![CDATA[Overview Practice Management lets you designate what you want to set to qualify a doctor as an A/B/C/D referral. The rank criteria is what they are basing the rank on (cases would be teeth added, production would be fees posted - generally speaking...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=953</guid>
										<title>[v12] Setup - Program Setup - Alert Setup Options</title>
										<link>https://kb.tdo4endo.com/article.php?id=953</link>
										<description><![CDATA[Overview TheÂ Alert Setup Options is a user specific setting that will prompt aÂ Calendar Reminder window to populate at the time of or in advance of appointments for the specified doctor(s). This function allows for a maximum of four (4) doctors to...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=955</guid>
										<title>[v12] Setup - Program Setup - Anesthesia</title>
										<link>https://kb.tdo4endo.com/article.php?id=955</link>
										<description><![CDATA[Overview Within TDO there are three (3) methods to enter anesthesia: 1st, manually entering the information, 2nd, usingÂ Autofill options, and 3rd,Â Explosion Groups. The following article reviews how to setup anesthesia Autofill OptionsÂ andÂ...]]></description>

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										<guid>https://kb.tdo4endo.com/article.php?id=956</guid>
										<title>[v12] Setup - Program Setup - Antibiotic Types</title>
										<link>https://kb.tdo4endo.com/article.php?id=956</link>
										<description><![CDATA[Overview The following article reviews how to add or remove antibiotics from theÂ Antibiotic TypesÂ list on the long form Diagnosis pageÂ through theÂ Setup ribbon menu &gt;Â Program Setup.Â   Where to access: To use this list when working within TDO...]]></description>

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