Overview TDO's Ledger Tab will break down the patients fee's, write-offs, payment, insurance status (pending or resolved), and categorize by Doctor and locations  Table of Contents Overview Ledger Totals Running Balance in the Ledger... Read More

Overview This article is for the TDO QuickBooks sync. If a payment is recorded for the wrong provider, location, or patient, you will need to deduct from the provider who was paid in error. The proper provider will need to get credit for the payment.... Read More

Overview Occasionally, insurance will withhold part of a payment for one patient on a payment for service on another patient instead of requesting you send an overpayment back to them. If this happens, you will do the following:  Table of Contents... Read More

Overview If a payment is recorded on the wrong provider/location/patient, you will need to deduct from the provider who was paid in error, and the proper provider will get credit for that payment. TDO QuickBooks sync users - If you are using the... Read More

Overview If production is recorded on the wrong provider, location, or if providers are splitting that production, you need to reduce the production on the incorrect provider. Then, increase production on the provider that should have been billed out... Read More

Overview Users have the option to show the location in the Dr column within the ledger Requirements  TDO-12 version 12.483 and higher A value must be entered in the 'Location Nickname' field in the 'Practice Information' tab... 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 If you choose to use the Financial Tickler feature, the Financial Tickler report will show you which patients’ accounts need to be revisited.   Many offices simply use the Aging Analysis report and patient Account Statements for this... Read More

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. ... Read More

Overview TDO has a fast and easy checkout process that is customizable to suit your practice's needs. This article will go over each step in that process, as well as how to customize it. Table of Contents Overview Detailed Instructions The... Read More