TDO KB - Search

How to Receive a Payment

May 15, 2016 payment, tdo training, video, receive, carecredit, care, credit 0 6.83K 0/5 (0 Vote)

How to Receive Payment and Issue Refund

May 15, 2016 receive payment, issue refund, tdo training, video 0 5.53K 0/5 (0 Vote)

Overview TDO allows users to document payments to the ledger and post refunds. Detailed Instructions Ledger Receive Payment Enter the amount being received Payment from Patient (Default option) Patient Guarantor Type of Payment Credit Card... Read More

Receiving iCA error when submitting electronic claim

Feb 15, 2015 Canada, ica, ica error 0 6.91K 0/5 (0 Vote)

Overview This article covers how to check the status of iTrans if you are having difficulty submitting electronic claims. Detailed Instructions For our Canadian TDO Users, if you receive an iCA error when submitting an electronic claim, please... Read More

Sending Appointment Confirmations from TDO

Mar 25, 2015 How to send out Appointment Reminders from TDO 1 17.95K 2/5 (4 Votes)

Overview If you are a TDO Cloud/Web user, you can send out appointment reminders from TDO using the Letters module. Steps The first step in sending out appointment reminders from TDO is making sure that you have a template containing the proper... Read More

TDO Comms+ Overview

Mar 7, 2023 TDO Comms, comms, communications, sms, templates, automation, automatic, tdo communications, tdo sms, tdo messaging, messaging, texting, tdo texting, appointment confirmations, appt confirmations, confirmations 0 10.21K 0/5 (0 Vote)

Table of Contents Overview Minimum TDO Version Requirement is 12.405g TDO 12 Configuration Main View Header Communications Menu SMS Template Designer Token Definitions: Valid Reply Designer Send Query Automation Sub header ... Read More

[v12] Check Out Process

Dec 23, 2022 Checkout, Check out, Calendar, Notes to Front, Version 12, Guide, Program Setup, Auto ADA 1 9.02K 0/5 (0 Vote)

Overview TDO has a fast and easy checkout process that is customizable to suit your practice's needs. This article will go over each step in that process, as well as how to customize it. Table of Contents Overview Detailed Instructions The... 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

How to Help Patients Securely Reset Their Patient Portal Password

Nov 17, 2015 secure login, website, tdo cloud, patient login, web services, login, secure, account management, reset, password, pw, username 0 59.45K 0/5 (0 Vote)

Overview This article will go over how to help a patient reset their password for the online Patient Portal. Detailed Instructions Create a Letter Template in TDO that instructs the patient to go to your patient portal’s Update Your Login... Read More

Rectangle Health Deprecation 5/1/2025

Apr 23, 2025 deprecation, integration, rectangle 0 1.53K 0/5 (0 Vote)

Rectangle Health Deprecation As of 05-01-2025, the Rectangle Health payment processing integration has been deprecated. Table of Contents Rectangle Health Deprecation How to disable the deprecation notice Starting on version 12.463 of TDO-12, a... Read More

Referring Dr Portal

Feb 26, 2023 Referring, portal, Doctor, new patient, send link to dr only 0 5.27K 0/5 (0 Vote)

Overview TDO allows referring doctors to use a portal to receive patient care updates, view images and reports, and make referrals for new and existing patients. Detailed Instructions Web ID and Password In order to access patient reports and images... Read More