Overview If you are a TDO Cloud/Web user, you can send out appointment reminders from TDO using the Letters module.  Detailed Instructions The first step in sending out appointment reminders from TDO is making sure that you have a template... Read More

Overview TDO has a fast and easy checkout process that is customizable to suit your practice's needs. This article will go over each step in that process, as well as how to customize it. Table of Contents Detailed Instructions The Flow of the... Read More

Overview How to check in a patient Open Calendar Right click on the appointment and select “Check In.” Click the button next to “Mark patient as In.” Click OK on the time box (can change time here if necessary.) Appointment is highlighted in... Read More

Stale Dated (Expired) Checks Sometimes a refund check will not be cashed, and it will expire. This is referred to as a stale-dated check. Typically, banks do not honor checks past 180 days (please check with your bank specifically for their policy).... Read More

Overview Any time money is moving out of your checking account, you MUST click the issue check in QB box, even if you are not actually printing a check. These debits will fall under one of 4 basic categories. Details 1. Patient is due a refund. ... Read More

Overview As a TDO User, you have the ability to check Lexicomp Drugs Database real-time online. This can be accomplished in several ways: from directly within the program, from the TDO4Endo.com website, or from the TDO Mobile app (if you are using... Read More

Overview How to access the earlier appointment call list.  Detailed Instructions  Open by clicking ‘Earlier Appointment Call List’ button on the calendar. All patients who requested an earlier appointment for the selected doctor. You... Read More

Overview How to delete an appointment Detailed Instructions Select the appointment by clicking on the appointment once. Right click on it and click “Delete.” Click “OK” to confirm or click “Cancel” to cancel the delete. Note:  Deleted... Read More

Overview How to drag and drop an appointment Detailed Instructions Select the appointment by clicking on it once. Place your mouse over the top bar to see a double arrow. Click, hold, and drag the appointment to a different location on the same... Read More

Overview How to create a recurring block appointment Detailed Instructions Select the needed date and drag to select the time. Right-click and choose “New Recurring Appointment.” Verify and make changes to the start and end times. Enter the... Read More