TDO the Unknown:  Tips and Tricks Main Page T1, T2, T3 meaning:  T1 patient is very nice, T2 patient is average, T3 patient is difficult.  Also how to clear the T rating. Menu > Macro note same as macro note on notes tab.  Faster way to enter... Read More

Overview TDO's Ledger Tab will break down the patients fee's, write-offs, payment, insurance status (pending or resolved), and categorize by Doctor and locations  Table of Contents Overview Ledger Totals Running Balance in the Ledger... Read More

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

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 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

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 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

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

Table of Contents Overview Minimum TDO Version Requirement is 12.405g TDO 12 Configuration Main View Header Communications Menu SMS Template Designer Token Definitions:  Valid Reply Designer Send Query Automation Sub header ... Read More

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