Open by clicking ‘Earlier Appointment Call List’ button on the calendar. All patients will show that requested an earlier appointment for the selected doctor. You may easily open an appointment by clicking the ‘Open Appointment... Read More

Overview If you are a TDO Cloud/Web user, you can send out appointment reminders from TDO using the Letters module.  Steps The first step in sending out appointment reminders from TDO is making sure that you have a template containing the proper... 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 Ability to add Diagnosis Codes in your claim forms in the fields 34 and 34a and sending Electronically can be achieved by Clicking “REFRESH PATINET INFO” before sending the claim Available on the 2019 ADA Claim Form in version 12.371a or... Read More

Select the appointment by clicking on the appointment once. Put your mouse over top bar to see a double arrow. Click, hold and drag the appointment to a different location on the same calendar view OR to change only the end time Select the... Read More

Select the appointment by clicking on the appointment once. Right click on it and click “Delete.” Click “OK” to confirm or click “Cancel” to cancel the delete. Note:  Deleted appointments cannot be recovered.  You can choose other... Read More

Select the needed date and drag to select the time. Right click and select “New Recurring Appointment.” Verify and make changes to the start and end times. Enter recurrence pattern and details on the right. Enter details for the “Range of... Read More

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Select the needed date and drag to select the time. Right click and select “Block Schedule.” Enter the name for the block. Select an “In” or an “Out” block.  Colors for each are under “Program Setup,” “Appointment Setup.” Select... Read More

Overview   When office staff call to check on patients from the Patients to Call list they enter a note on that report with the result of the phone call.  That note automatically goes into the patient’s chart.    Detailed Notes The Call... Read More