TDO KB - Search

Advanced Web Integration in TDO video

Sep 10, 2014 web services, web integration, reports, referring doctors 0 5.80K 5/5 (1 Vote)

Advanced Admin Training Outline

Jul 8, 2016 advanced admin, training 1 36.75K 1/5 (3 Votes)

Advanced Admin How to optimize TDO and utilize reports to manage your practice proficiently Topics covered: Financial reportsAging Analysis and Account StatementsSnapshot in more detailBreakdown snapshotInaccurate posting of multiple locations... Read More

Admin Portal - Cloud Letters - accessing Cloud Letters from portal

Jul 27, 2021 cloud reports, cloud letters, letters, reports, away from office, admin portal, portal, cloud, admin 0 3.90K 0/5 (0 Vote)

Overview TDO users will now be able to access, generate, and email reports through Cloud Letters while on the go. Cloud letters will need to be setup for the practice before Cloud Letters can be accessed from the TDO Admin Portal. Detailed... Read More

Ability to access Cloud Reports from ADMIN login

May 6, 2019 Web Report, Cloud reports, TDO 12, TDO 11, ADMIN login, Web, Cloud, Admin, Cloud Reports 0 17.71K 0/5 (0 Vote)

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

Run TDO Without Local Admin (Version 12 only)

Jul 22, 2019 Run TDO as non admin, no admin needed, no admin, admin, TDO no admin, TDO with no admin, tdo no administrator, tdo no local admin, TDO no local administrator needed, no local admin, no local admin needed. 0 5.89K 0/5 (0 Vote)

THIS SETTINGS HAVE BEEN TESTED WITH VERSION 12 OF TDO ONLY. These settings could be setup as a GPO for the office, or individually for each workstation. 1. Remove "run as administrator" option from TDO shortcut. 2. Add "Everyone" user to have... Read More

Admin Training Outline

Aug 19, 2014 admin, training, new user, outline 0 17.71K 3/5 (1 Vote)

Topics Covered Include What you should know Calendar How to make appointments – the steps on how to schedule new appointments for New or Existing patients. Changing same day appointments with click and drag – with a click and drag of the... Read More

Backup - TDO data backup guide

FEATURED

Aug 10, 2022 Backup, local, Firedrill, task scheduler, schedule, 5 days, data 0 40.67K 0/5 (0 Vote)

Overview The TDO Backup Utility is a great tool to backup your data and images, with the capability to restore that data if needed Table of Contents Overview Checking TDO Backup Log Configuring a TDO Backup Deciding Where to Configure the Backup... Read More

Restoring From a TDO Backup (Running A Fire Drill part. 2)

Nov 16, 2017 backup, restore, fire drill, server 0 14.12K 0/5 (0 Vote)

What Is A Fire Drill? The TDO Fire Drill is the process of simulating a problem with your server, in which case you would need to configure another computer in the office to function as the server. TDO has a robust backup and restore procedure that... Read More

Microsoft .NET Framework. Unhandled exception error when launching TDO installer.

May 9, 2025 Microsoft .NET Framework. Unhandled exception error, local admin rights, workstation install, error when installing workstation 0 1.99K 0/5 (0 Vote)

Overview How to fix Microsoft .NET Framework. Unhandled exception error when launching TDO installer. Detailed instructions You will need to install TDO workstation under a local Admin Windows account. If you do not want to install with local Admin... Read More

TDO Replication Disclosure

Apr 11, 2016 replica 0 4.54K 0/5 (0 Vote)

Overview Since connecting a TDO workstation over a VPN to a TDO server is not supported, in multiple-location TDO setups, TDO Replica is responsible for synchronizing the data between your offices' TDO servers in real time. Below are important... Read More