Overview If you choose to use the Financial Tickler feature, the Financial Tickler report will show you which patients’ accounts need to be revisited.   Many offices simply use the Aging Analysis report and patient Account Statements for this... Read More

Overview TDO has a fast and easy checkout process that is customizable to suit your practice's needs. This article will go over each step in that process, as well as how to customize it. Table of Contents Overview Detailed Instructions The... Read More

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 plus symbol + next to Pick Carrier Fill in New Insurance Company... Read More

Video Overview Detailed Instructions Click Reports on the top menu. Select Daily Reports All the items on the right side are administrative lists to complete. “Daily Items to Get and Send”: populate from items checked as Needed on the... Read More