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: TDO4Endo.com Support Materials has a downloadable Word Document that will pull the same information as the internal Print Patient Statement in TDO. Steps: Using your Dr’s User login, Log into TDO4endo.com Select Support Materials ... Read More

  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

Recording Care Credit Deposits 1. In TDO, record Care Credit payment for full amount processed (e.g. $1000). 2. Run sync as you normally would 3. Go to Synchrony website or statement to determine amount withheld from deposit for Care Credit service... Read More

Overview When using the Financial Tickler feature, the Financial Tickler report will indicate which patients’ accounts need to be revisited.  The Aging Analysis report and patient Account Statements can be used for this purpose, but the... 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 How to print a Pre-treatment Estimate Detailed Instructions  To print out a statement for a patient of fees entered, but not yet posted, go to Front Desk Menu and select Pre-Treatment Estimate Ensure that the fees have not yet been... Read More

Overview The Infograbber application will make your office entirely paperless and save your front office staff a tremendous amount of time. Your patients will complete their patient information, medical history, and pain history all on the tablet pc.... 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

Overview On the patient’s ledger, there is a Sent to Collections checkbox. By clicking this box, you are stating that the patient has been sent to collections. This patient will no longer appear on your patient statements; however, patients... Read More