TDO KB - Search

Printing Notes

May 15, 2016 printing notes, tdo training, video 0 4.89K 0/5 (0 Vote)

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

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

Viewing Patient Notes

Aug 29, 2014 notes, filters, filter notes, view notes 1 5.19K 5/5 (1 Vote)

Notes will always show based on the current filters selected at the top of the Notes tab Most of the time in the operatory you will want to set the filter to: Both (show patient and current tooth notes), Show (show private notes), Hide (hide... Read More

Custom Macro Notes option

Sep 19, 2014 macro, macros, program setup, daily notes, notes 1 7.88K 0/5 (0 Vote)

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

Final Report Macro Notes

Jun 7, 2015 final report, macros, final report macro 0 7.21K 0/5 (0 Vote)

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

Categorizing Notes in TDO

May 15, 2016 categorizing notes, note categorize, tdo training, video 0 5.10K 0/5 (0 Vote)

Using the Select Notes function

May 15, 2016 0 5.07K 0/5 (0 Vote)

Cloud Letters - how to print or print & email simultaneously

Mar 20, 2023 cloud letters, print and email, email and print 1 2.47K 0/5 (0 Vote)

How to Print in Cloud Letters This article goes over how to print or simultaneously email and print a template from Cloud Letters as well as seeing the full list of printers Launch Cloud Letters then select a template you would like to print.... Read More

eRx - Problems viewing Print Preview of the Prescription when printing prescriptions in the eRx Module

Mar 20, 2016 erx, e-prescribe, print prescription, print preview. electronic prescription, e-rx, prescribe, prescription 0 6.60K 0/5 (0 Vote)

Overview If you are unable to view the Print Preview of the Prescription when printing prescriptions in the eRx Module, check to make sure that you have followed these steps. Detailed Instructions Make sure: 1. Adobe Acrobat Reader is installed. If... Read More