TDO KB - Search

Adding an Insurance Carrier

May 15, 2016 add carrier, insurance carrier, tdo training, video 0 5.85K 2/5 (1 Vote)

Select an Insurance Carrier

May 15, 2016 select carrier, insurance carrier, video, tdo training 0 5.38K 0/5 (0 Vote)

Adding a New Insurance Carrier

Aug 29, 2014 adding insurance, insurance 1 6.76K 0/5 (0 Vote)

Overview How to add a new insurance carrier Detailed Instructions Click the Insurance tab on the patient’s page Click drop down arrow to select the correct insurance company If insurance company is not listed in the drop down list, click the... Read More

Insurance - Bulk Payment Processing

Aug 19, 2022 insurance, payment, bulk, quickbooks 0 5.86K 0/5 (0 Vote)

Overview TDO allows the ability to process an insurance payment that covers several patients. Detailed Instructions Receiving Bulk Insurance Payments When an insurance carrier sends a bulk payment for multiple patients, this is recorded under... Read More

Insurance Information in TDO

Jun 7, 2015 insurance, insurance profile, insurance carrier, entering insurance records, subscriber, selecting insurance, insurance tab, carrier, profiles, employer information 0 10.62K 0/5 (0 Vote)

Overview This article goes over how to view and add insurance information for a patient in TDO. Accessing the Insurance Tab To enter insurance coverage for a patient, click the Insurance tab on the patient’s main data screen. This can... Read More

Adding a Patient’s Insurance

Aug 29, 2014 adding insurance, patient insurance, insurance tab 0 5.92K 5/5 (1 Vote)

Overview How to add a patient's insurance Detailed Instructions Click the Insurance tab on the patient’s page. Select insurance company for the patient from the Pick Carrier or Pick Profile drop down box. Then, select the proper... Read More

How to set up ITRANS 2.0 integration for TDO version 12.416d and above

Apr 29, 2025 iTrans, 2.0, claims, eclaims, canada claims, itrans 2.0, ICA, Error #1013 Certificate Not Found, Error 1920. Service iTRANS Claims Director failed to start, ICD Service Fails to Start, Request is not Processed (Timeout), ICD.ini information, setupcanada.exe 0 2.51K 0/5 (0 Vote)

Overview All dental software companies in Canada are required to update their software with ITRANS 2.0 and begin installing this software version into offices. You can find more information here, https://www.goitrans.com/. Sending a CDAnet dental... Read More

Infograbber - importing patient insurance information into TDO

Aug 31, 2021 insurance card, insurance, infograbber, import, patient 0 4.74K 0/5 (0 Vote)

Overview TDO's Infograbber allows patient insurance information to be imported into the patient's Insurance tab in TDO. This article will go over how to do so. Detailed Instructions First, we need the patient to complete the Insurance... Read More

Cloud Reports

Jan 31, 2019 TDO12, Reports, Web Reports, Web, Sonendo, Marketing, 12, TDO, Cloud reports, Cloud 0 20.48K 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

Admin Training Outline

Aug 19, 2014 admin, training, new user, outline 0 17.92K 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