V11 – Program setup – Practice Management V12 - Setup – Program setup – Practice Management Overview Practice Management lets you designate what you want to set to qualify a doctor as an A/B/C/D referral. The rank criteria is what they are... Read More

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

Overview The following article goes over setting up two-factor authentication (2FA) and app passwords within Google.    Microsoft (Outlook) users The information in this article provides directions for Google (Gmail) users. If using Microsoft ... Read More

Overview In order for TDO to function properly, it is strongly recommended that each workstation go through what we call a TDO Checkout. This is something that is initially done on each workstation by TDO Tech Support staff prior to any trainings and... Read More

Microsoft defender will sometimes block TDO from creating child processes. Child processes are important to using TDO as they are required to use various TDO modules such as electronic prescriptions, letters, and auto fix. This Microsoft article... Read More

Overview This article will go over how to help a patient reset their password for the online Patient Portal. Detailed Instructions Create a Letter Template in TDO that instructs the patient to go to your patient portal’s Update Your Login... Read More

Overview Oauth provides an extra layer of security for your email address so that the password to your email is not exposed to applications. In lieu, the generated app password is what will be entered in the password field for services like TDO... Read More

To configure your FTP server you must first have the IIS installed in your server. The FTP server on IIS does not allow you to have a specific list of users that will have access to the folder. It is integrated with Windows authentication. For this... Read More

Objective This article details how to create a custom Medical History Questionnaire in TDO, as well as, import or export an existing questionnaire in the file format of  .QML. The customization and setup process will take approximately one hour.... Read More

Overview  Cloud Reports are also available online! Refer to the information below. Prerequisites  TDO v11 or higher, TDO Cloud services, Microsoft Excel (reports are downloaded in .xlsx format) Detailed Instructions In a browser, go to the... Read More