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Add Location to Ledger

Overview Users have the option to show the location in the Dr column within the ledger Requirements  TDO-12 version 12.483 and higher A value must be entered in the 'Location Nickname' field in the 'Practice Information' tab... Read More

Ledger Page - Provider, Patient, Location Payment Transfers

Overview If a payment is recorded on the wrong provider/location/patient, you will need to deduct from the provider who was paid in error, and the proper provider will get credit for that payment. TDO QuickBooks sync users - If you are using the... Read More

Add or remove a doctor - Add a new location - Practice sale with a license transfer - Dissolution of Partnership

Overview This article covers how to add or remove a doctor, add a new location, and handle a practice sale with a license transfer. Adding a doctor to your practice Note: Depending on your licensing contract, you may have a fee to add another... Read More

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