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  Cloud Reports are also available online! Refer to the information below. Prerequisites  TDO v11 or higher, TDO Cloud services, Microsoft Excel (reports are downloaded in .xlsx format) Detailed Instructions In a browser, go to the... Read More

Overview This article goes over how to create a mail merge outside of TDO. This can be helpful when you need to gather a list of referring doctors' addresses. Detailed Instructions If you are looking to create a Mail Merge outside of TDO, follow... Read More

Overview We have the ability to import data from PBS Endo® (Essentials and Enterprise) and EndoVision®.Any other softwares will need a data import investigation to see what fields, if any, can be imported. For pricing, please contact sales... Read More

Overview If you need to print address labels for your referring doctors, it can be accomplished in several ways, depending on the type of information you are trying to find.  The detailed instructions show how to print labels based on whether you... 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

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

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

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