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How to Print individual & multiple Account Statements

Overview There are two ways to print statements within TDO. The first is through the Ledger tab with the Print Statement button - this allows you to print the statement for the currently selected patient. The second option is to use the Account... Read More

Letters - adding a QR code

Overview   It may be useful to add a QR code to printed letters that are mailed out containing a link to a specific website address that you want the recipient to go to.  Examples: Invoices sent to patients linking to your online payment portal... Read More

Adding a Statement Sent Note

  When printing batch Patient Statements, you will be prompted to enter a statement sent note at that time.  However, if you forgot to do that you may always do it at a later time.  Click Reports > Financials > Statement Sent Note This will... Read More

TDO Freezes Before and after Saving/Sending/Printing a Letter - Due to Recent Microsoft Office Update (7/30/2020) FIXED

Overview A recent update, in late June and early July, to Microsoft Office 365 and Microsoft Office 2019 desktop products can cause a compatibility issue with TDO that will result in Microsoft Word freezing after using Letters Module to Save, Send,... Read More

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