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Aging Analysis Report

Mar 30, 2020 aging, ar, receivable, accounts, accounts receivable, recievable, balance, ledger, owes, statements, balances, statement, ledgers 0 6.47K 0/5 (0 Vote)

Overview: The Aging Analysis report breaks down your accounts receivable by the age of the account. It can be useful in determining which patients to contact regarding their balance. Detailed Instructions Open [Reporting Tools > Financial >... Read More

How to Print individual & multiple Account Statements

May 15, 2016 tdo training, video, print statement, account statement, statement, statements, print account statement, reporting tools, account statement report, Ledger, print, report, reports, print statement vs print ledger, statement sent note 0 7.70K 5/5 (1 Vote)

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

Financial Tickler overview

Oct 29, 2014 financial tickler, fin tickler, tickler, revisit account, daily reports, aging, patient accounts, accounting 0 8.46K 0/5 (0 Vote)

Overview If you choose to use the Financial Tickler feature, the Financial Tickler report will show you which patients’ accounts need to be revisited. Many offices simply use the Aging Analysis report and patient Account Statements for this... Read More

How to Charge Interest

Jun 11, 2018 Interest, Ledger, Patient, charge, AR, Accounts Receivable, past due 0 4.44K 0/5 (0 Vote)

Overview This article will show you how to charge interest to patients showing an outstanding balance in your Aging Analysis Report Detailed Instructions Interest is, by default, automatically checked for all patients. It does not mean that Interest... Read More

Cloud Reports

Jan 31, 2019 TDO12, Reports, Web Reports, Web, Sonendo, Marketing, 12, TDO, Cloud reports, Cloud 0 19.90K 0/5 (0 Vote)

Overview The purpose of this feature is to be able to deploy new reports that are specific to doctors and their practice needs quickly and in formats that better serve their needs. The user will be able to log in and select criteria for their... Read More

ODBC Errors in TDO

Jun 5, 2020 odbc, odb, o, d, b, c, obdc, ocdb, errors, erors, 3146, 3151 1 9.31K 0/5 (0 Vote)

Overview The purpose of this article is to explain what ODBC errors are, and why you may see them while trying to use TDO. If you are reading this article because you are seeing ODBC errors on your computer(s), you may want to read about the possible... Read More

Collections Report

Nov 19, 2014 collections, collections report, report 0 5.41K 0/5 (0 Vote)

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 show up on your patient statements however will... Read More

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

Snapshot Report

Feb 15, 2015 snapshot, financial report, report, double click report, right click report, snapshot summary report, best financial report, detail report, snap, shot, mtd, ytd, production, collection, adjusted, referrals 2 12.25K 5/5 (1 Vote)

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