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[v12] Right-Click options

Overview The available right-click options vary depending on the field being clicked on - not all fields have options available. Right-click options can include value lookup, customizing dropdown lists, query searches.     Table of Contents ... Read More

Snapshot Report

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

QuickBooks Online

Overview How to load patients and sync transactions from TDO to QuickBooks Online.  Prerequisites Must have a QuickBooks Online account and a company file set up. Note: if your office is in Canada you must disable taxes within QuickBooks. Must... Read More

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