TDO KB - Search

How to calculate insurance WITHOUT using Insurance Estimating

Jan 2, 2019 TDO12, Insurance, calculate insurance, Fees, Insurance Fee, estimating, ucr 0 10.14K 0/5 (0 Vote)

How to calculate insurance without using Insurance Estimating: There is the option to not use the Insurance Estimating feature. Users will still be able to calculate insurance by assigning categories but you will not be able to create specific... Read More

Insurance - Centralized Claims with DXC - view current claims [v12.405g and above]

Mar 12, 2021 claims, eclaims, print, Dentalxchange, DXC, view current claims, centralized claims 0 7.73K 0/5 (0 Vote)

Overview TDO feature that allows multi-location offices to upload and print Claims from one centralized location with Dental X Change. This feature is available on TDO version 12.405g and above. Important: Before switching to “Centralized Claims,... Read More

Version 12 Insurance Features

Jan 11, 2017 insurance, version 12, v12, v12 insurance, insurance, multiple fee schedules, calculate insurance 0 14.66K 0/5 (0 Vote)

Overview This article contains the step by step instructions on insurance features in Version 12. Multi Fee Schedule TDO has the ability for you to setup Multiple Fee Schedules for different insurances that you are in network with or you may want... Read More

Printing a Pretreatment Estimate

Dec 21, 2014 Pre Treatment Estimate, Estimate, Pretreatment 0 14.88K 5/5 (2 Votes)

To print out a statement for a patient of fees entered, but not yet posted, go to Front Desk Menu and select Pre Treatment Estimate Ensure that the fees have not yet been posted to the patient’s ledger that you want on the Pre-Treatment... Read More

How to Print individual & multiple Account Statements

May 15, 2016 tdo training, video, print statement, account statement, statement, statements, print account statement, reporting tools, account statement report, Ledger, print, report, reports, print statement vs print ledger, statement sent note 0 7.70K 5/5 (1 Vote)

Overview There are two ways to print statements within TDO. The first is through the Ledger tab with the Print Statement button - this allows you to print the statement for the currently selected patient. The second option is to use the Account... Read More

Print Referring Doctor Address Labels in TDO

FEATURED

Nov 5, 2014 labels, address labels, referring doctors, referral rankings, label wizard, print labels 0 13.82K 5/5 (1 Vote)

Overview If you need to print address labels for your referring doctors, it can be accomplished in several ways, depending on the type of information you are trying to find. The detailed instructions show how to print labels based on whether you... Read More

Print all Unprinted Insurance Claims

Jun 7, 2015 print insurance, unprinted claims 0 5.06K 0/5 (0 Vote)

Sometimes insurance claims are created and are not printed out. To help this situation, TDO has a batch printing option. On the top menu bar in the Insurance menu is an option Print All Unprinted Insurance Claims. By selecting this option all... Read More

Insurance - Bulk Payment Processing

Aug 19, 2022 insurance, payment, bulk, quickbooks 0 5.57K 0/5 (0 Vote)

Overview TDO allows the ability to process an insurance payment that covers several patients. Detailed Instructions Receiving Bulk Insurance Payments When an insurance carrier sends a bulk payment for multiple patients, this is recorded under... Read More

Ledger page - Insurance withholdings (with & without TDOxQB sync)

Dec 26, 2023 Ledger, page, Insurance, TDOQB, TDOquickbooks, QB, Quickbooks, withholdings, Receive Insurance Payment, Debit Adjustment, Debit adj 0 4.83K 0/5 (0 Vote)

Overview Occasionally, insurance will withhold part of a payment for one patient on a payment for service on another patient instead of requesting you send an overpayment back to them. If this happens, you will do the following: Table of Contents... Read More

Add an Insurance Profile

May 15, 2016 insurance profile, add insurance profile, add insurance, tdo training, video 0 6.30K 0/5 (0 Vote)