TDO KB - Search

How to Generate an AI Consultation Report & AI Final Treatment Report in TDO

Apr 9, 2025 AI, Final, treatment, report, consult, AI generated, ErrorCode:-2147221021, AI error, Cant open AI 0 3.81K 0/5 (0 Vote)

TDO AI-Powered Report Generation TDO’s AI-powered report generation pulls directly from the patient’s chart with the option of dictation to automate documentation, saving time, improving consistency, and boosting clinical efficiency for... Read More

Using Alara AI Reports with TDO

Oct 1, 2025 0 553 0/5 (0 Vote)

Alara Features Smart Report Generator: Generate referral-ready reports in seconds using AI that understands dental terminology and your practice style Voice Transcription: Convert spoken notes into structured documentation with context-aware... Read More

Adjusting how reports open in TDO

Jul 30, 2015 letters module, popup reports, adjusting reports, email report, email patient statement, email statement, reports, statement of account, prescription 0 7.59K 0/5 (0 Vote)

Overview All of the built-in TDO reports can be replaced with customized templates created in the Letters module. This may be helpful in instances like preferring to e-mail patients a report rather than just printing it out. By following these steps... Read More

Searching for Open Time

Aug 27, 2014 calendar, appointments 0 6.69K 0/5 (0 Vote)

1. From Calendar, Click Search Time button. 2. Select the amount of time needed. 3. Select the time interval, days of the week and needed Ops. 4. Click Search 5. Click New Appointment next to the desired time to make the appointment. Read More

Troubleshooting - Security Notice opening TDO

Oct 15, 2014 MS Access, Access Runtime, Security Concern 0 10.89K 2/5 (3 Votes)

Overview If the following message pops up while TDO is initializing, please follow the detailed instructions to resolve Why does this occur? TDO is opening in the wrong version of Access. TDO uses the MS Access Runtime (either 2002 or 2010), but it... Read More

Open Patient from Calendar

Jun 12, 2016 tdo training video, training video, training, video, open patient, patient, calendar 0 4.47K 0/5 (0 Vote)

[v12.351p and above] CloudPBX Software - open Patient Notes

Oct 17, 2019 cloudpbx, 3cx, phone integration 0 2.95K 0/5 (0 Vote)

Overview When a patient calls on the phone, if your office is using the CloudPBX integration, the popup window has the ability to display notes entered in TDO Software from the "Create Note" form. Prerequisites = minimum TDO version 12.351p +... Read More

Cloud Letters - token matching structure

Oct 9, 2023 cloud letters, cloud, cloud letters tokens matching, cloud letters token, cloud token matching, token matching 1 4.86K 0/5 (0 Vote)

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... Read More

Letters - Email - Office 365 - SMTP work around

Oct 22, 2021 Office365, office 365, office, 365, smtp, email, troubleshoot, troubleshooting, letters 0 21.75K 0/5 (0 Vote)

Overview Microsoft made changes to SMTP Authentication, specifically disabling OAUTH support, that has been blocking TDOs ability to send email. TDO is working on OAUTH2 support, but we currently do not have an ETA on when that will be available.... Read More

TDO Comms+ Overview

Mar 7, 2023 TDO Comms, comms, communications, sms, templates, automation, automatic, tdo communications, tdo sms, tdo messaging, messaging, texting, tdo texting, appointment confirmations, appt confirmations, confirmations 0 10.21K 0/5 (0 Vote)

Table of Contents Overview Minimum TDO Version Requirement is 12.405g TDO 12 Configuration Main View Header Communications Menu SMS Template Designer Token Definitions: Valid Reply Designer Send Query Automation Sub header ... Read More