Recording Care Credit Deposits 1. In TDO, record Care Credit payment for full amount processed (e.g. $1000). 2. Run sync as you normally would 3. Go to Synchrony website or statement to determine amount withheld from deposit for Care Credit service... Read More

Overview TDO allows users to document payments to the ledger and post refunds. Detailed Instructions Ledger>Receive Payment Amount Received: Enter the amount being received Payment from: Patient (Default option) or Patient Guarantor if one is... Read More

Overview Any time money is moving out of your checking account, you MUST click the issue check in QB box, even if you are not actually printing a check. These debits will fall under one of 4 basic categories. Details 1. Patient is due a refund. ... 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

On June 9, 2026, Windows Update KB5094126 was introduced and caused TDO to not be able to open the Image Organizer or load Letters module tokens. A fix for this issue is available to download and apply from our website. HOW TO APPLY THE PATCH:... Read More

Overview We have received a number of calls about not being able to print from Letters module. We have investigated and found the cause to be a recently released Windows Update installed on 6/12/2020.  The Update number is KB4560960. Please check... Read More

Overview If when using TDO and you are experiencing issues with the User Interface (ex,  the tabs are not showing on a particular workstation), there are few potential reason why.  Potential Causes DPI is set incorrectly TDO requires for the DPI to... Read More

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 This article is for the TDO QuickBooks sync. If a payment is recorded for the wrong provider, location, or patient, you will need to deduct from the provider who was paid in error. The proper provider will need to get credit for the payment.... Read More

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