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Collections Report

Nov 19, 2014 collections, collections report, report 0 5.88K 0/5 (0 Vote)

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 appear on your patient statements; however, patients... Read More

Cloud Reports

Jan 31, 2019 TDO12, Reports, Web Reports, Web, Sonendo, Marketing, 12, TDO, Cloud reports, Cloud 0 21.93K 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

How to Charge Interest

Jun 11, 2018 Interest, Ledger, Patient, charge, AR, Accounts Receivable, past due 0 4.91K 0/5 (0 Vote)

Overview This article will show you how to charge interest to patients showing an outstanding balance in your Aging Analysis Report Detailed Instructions By default, Interest is automatically checked for all patients. It does not mean that Interest... Read More

Snapshot Report

Feb 15, 2015 snapshot, financial report, report, double click report, right click report, snapshot summary report, best financial report, detail report, snap, shot, mtd, ytd, production, collection, adjusted, referrals 2 13.11K 5/5 (1 Vote)

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

Ledger - Training guide

Jan 30, 2022 Ledger, credit, debit, void, transaction, Sort, print, video 0 12.44K 0/5 (0 Vote)

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