Overview Macro Notes allow you to enter a ‘daily note’ explaining what you did that visit with a patient without having to open the Patient Note Page and enter the note manually. You have an unlimited number of Macro Notes available. To... Read More

On the final report page of the patient’s chart the final treatment notes are entered.  Using macro notes to enter these notes is very efficient.  Macro notes allow you to enter a complete, predefined note, with a single click.  You can... Read More

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Overview The Notes tab allows you to show or hide auto-populated and manually entered notes for the currently opened patient and distinguish between whether the note should be related to a Tooth or the Patient.  Table of Contents Overview Filter... Read More

Overview This feature will allow the staff and providers to increase the font size on the ’Patient Notes’. Note: this setting is per workstation. In the Patient Note form users will also find a Calendar button to add the date the note is... Read More

Overview TDO allows for Notes that are commonly entered to auto populate. Detailed Instructions To accomplish this task, go to the notes tab and select a note that is needed to populate under the drop down of "Macro Note" To create or edit your... Read More

Overview The video below provides instruction on how to view any notes that you have saved. NOTE: The video below was taken using TDO v11. If you are using TDO v12, please note that some of the appearances may seem outdated. The directions and... Read More

  When printing batch Patient Statements, you will be prompted to enter a statement sent note at that time.  However, if you forgot to do that you may always do it at a later time.  Click Reports > Financials > Statement Sent Note This will... Read More

Overview When a patient calls on the phone, if your office is using the CloudPBX integration, the popup window has the ability to display notes entered in TDO Software from the "Create Note" form.   Prerequisites = minimum TDO version 12.351p +... Read More

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