Overview How to send the same template to more than one recipient Detailed Instructions Click on the Letters tab.  Then the New Letter tab.  First, select the Delivery method for the template by clicking on Options.  Select the letter template... Read More

Note 3/16/2020: Due to the spread of COVID-19 we have received many requests for help with distributing information to referrers and patients via email. Because Batch Letters can sometimes take a long time to generate and is not designed to send... 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 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

  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

Overview Sometimes insurance claims are created and are not printed out.  To help this situation, TDO has a batch printing option. Detailed Instructions Menu bar. Insurance tools>Print All Unprinted Insurance Claims.  By selecting this option,... Read More

Overview You can send an email to all patients or referring doctors using your own email program (i.e., Outlook).  Detailed Instructions Email all Patients If you wish to send a general email message using your own email program, use the Email all... Read More

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

Table of Contents Requirements Processing Payments with a credit card Processing Payments (Manual Entry) or Mail Order/Telephone Order (MOTO) Partial authorization Tokenization Initial Tokenization Setup Making a payment using the Recurring Payment... Read More