Overview This article goes over the breakdown snapshot in TDO. This report is perfect for seeing a breakdown of your Insurance, Adjustments and No Charges.  Detailed Instructions Click Reports on the top menu bar; select Financials – Breakdown... Read More

Overview The Daily Snapshot is a smaller version of our regular Snapshot report.  The Daily Snapshot just has your basic financial information for the current date including production and collections.  Detailed Instructions To open: Reports >... Read More

Overview The Snapshot is a very powerful report. You can access data about production, collection, referrals, cases, etc., all in a format that allows you to filter by date, referring doctor, and other parameters, all on one page. In this article, we... Read More

TDO the Unknown:  Tips and Tricks Main Page T1, T2, T3 meaning:  T1 patient is very nice, T2 patient is average, T3 patient is difficult.  Also how to clear the T rating. Menu > Macro note same as macro note on notes tab.  Faster way to enter... Read More

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... Read More

Overview There has been an increase in requests asking for assistance in determining cash vs insurance patients payments in TDO. While TDO can show you total insurance payments and total patient payments, patient payments will include insurance... Read More

Overview This report looks at the Diagnosis page where you stated that the patient was seen previously by another doctor and also looks for at least one of these checkboxes to be checked on the diagnosis page. Detailed Instructions Adequate... Read More

Advanced Admin How to optimize TDO and utilize reports to manage your practice proficiently Topics covered:  Financial reportsAging Analysis and Account StatementsSnapshot in more detailBreakdown snapshotInaccurate posting of multiple locations... Read More

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.  However, you must enter the fees you would like to be used for each of the codes.... Read More

Overview This article goes over steps to keep in mind to protect yourself from any possible embezzlement.  Detailed Instructions Make it a requirement for each employee to use a unique login and password. Require users to log off TDO when... Read More