TDO KB - Search

How to add a Payer ID (NEIC)

Sep 16, 2014 payer id, insurance, program setup 1 25.36K 5/5 (1 Vote)

Overview This article will show you how to add a new Payer ID to your TDO database. NEIC codes are only used for electronic claim filing. You may add to and edit this list as necessary. If you know an insurance company's NEIC code and it is not... Read More

TDO the Unknown: Tips and Tricks from TDO Meeting 2015

Oct 16, 2015 tdo meeting 2015, user meeting 2015, meeting notes, user meeting, the unknown tdo, tips and tricks, timeout, logoff, log off 1 19.86K 4/5 (5 Votes)

TDO the Unknown: Tips and Tricks Main Page T1, T2, T3 meaning: T1 patient is very nice, T2 patient is average, T3 patient is difficult. Also how to clear the T rating. Menu > Macro note same as macro note on notes tab. Faster way to enter... Read More

How to add DentalXChange attachments on claims

Oct 1, 2018 TDO 12, TDO12, dental exchange, Insurance, claims, attachment, DXC, Check, check claims, claim attachment, attachment on claims., DentalXChange 2 11.33K 0/5 (0 Vote)

Overview We have integrated the DentalXChange Attachment Service in our Insurance Module. Requirements This Attachment functionality is added in version 12.338 and higher. TDO Users will need to contact DentalXChange to enable this service. Note:�... Read More

TDO Data Import (PBS & EndoVision)

Dec 11, 2017 data import, conversion, PBS, EndoVision, transfer 0 33.72K 5/5 (1 Vote)

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

Adding a New Insurance Carrier

Aug 29, 2014 adding insurance, insurance 1 7.55K 0/5 (0 Vote)

Overview How to add a new insurance carrier Detailed Instructions 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... Read More

Cloud Reports

Jan 31, 2019 TDO12, Reports, Web Reports, Web, Sonendo, Marketing, 12, TDO, Cloud reports, Cloud 0 23.57K 0/5 (0 Vote)

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

[v12] Right-Click options

Nov 22, 2023 right, query, search, patient ID, PID, ID, lookup, lookup value, edit list, drop down, dropdown, drop-down, my custom value, standard value, View Cases for Current Value, refresh list, delete, remove, hide, click 0 5.68K 0/5 (0 Vote)

Overview The available right-click options vary depending on the field being clicked on - not all fields have options available. Right-click options can include value lookup, customizing dropdown lists, and query searches. Table of Contents Lookup... Read More

[v12] Patients page

Dec 12, 2023 v12, patient, page, ID, chart, language, do not, DNETA, SSN, social secuirty, SMS, tab, decease, outcome, export, implant, lecture, board, set up appointment, correspondence, patient portal, credenitals, password, insurance, guardian, spouse, guarantor, emergency 0 4.65K 0/5 (0 Vote)

Overview When logging into TDO the Patient page will always be the opening screen. Unless TDO has been newly installed on the computer, the Patient page will show the last patient that was viewed on the workstation. From here you can view all of... Read More

Updating your OpenVPN client

Aug 24, 2026 0 36 0/5 (0 Vote)

TDO Cloud Services has pushed out a new installer for the OpenVPN client that offers a more robust connector service to help keep you connection connected. Prerequisites: Your server must be on Windows Server 2016 or newer or Windows 10 or newer You... Read More

TDO Comms Update v3.2.57

FEATURED

Jul 21, 2026 Automation, Comms, SMS automation 0 339 0/5 (0 Vote)

We're rolling out several updates to Comms, including a redesigned automations experience, more precise message targeting, a new registration token, and a handful of bug fixes on July 23, 2026. Automations have a fresh new look—and a... Read More