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 There has been an increase in requests asking for assistance in determining cash vs insurance patients payments in TDO. While TDO can show you total insurance payments and total patient payments, patient payments will include insurance... Read More

Overview There might be an occasional need to export a list of referring doctors and their pertinent information out of TDO and into Excel. For instance, some offices like using Microsoft Word to create a mail merge. In this case, you will first need... Read More

Overview These are basic instructions and best practices on how to use your TDO QuickBooks integration application. Please also see this article. Detailed Instructions Daily Sync: 1. Open QB 2. Log In 3. Run a QB Backup 4. Make sure all windows... Read More

Overview   What Is a QR Code? QR codes, short for "quick response" codes, are square-shaped black-and-white symbols that people can scan using a smartphone to learn more about a product. These encrypted squares can hold links, coupons, event details... 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

Overview We have a feature included with TDO Payments that will allow your patients to make online payments. Your office can benefit from the growing popularity of online payments.  Payments made online will directly reflect in TDO in real time. ... 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 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

Overview TDO allows users to document payments to the ledger and post refunds. Detailed Instructions Ledger Receive Payment Enter the amount being received Payment from Patient (Default option) Patient Guarantor Type of Payment Credit Card... Read More