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Reporting Tools - Financial reports - insurance vs. patient payments

Jul 20, 2020 cash pay, insurance pay, cares act, insurance payments, patient payments 1 4.72K 4/5 (1 Vote)

Overview There has been an increase in requests asking for assistance in determining cash vs insurance patients payments in TDO. While TDO can show you total insurance payments and total patient payments, patient payments will include insurance... Read More

Ability to access Cloud Reports from ADMIN login

May 6, 2019 Web Report, Cloud reports, TDO 12, TDO 11, ADMIN login, Web, Cloud, Admin, Cloud Reports 0 17.71K 0/5 (0 Vote)

Overview Cloud Reports are also available online! Refer to the information below. Prerequisites TDO v11 or higher, TDO Cloud services, Microsoft Excel (reports are downloaded in .xlsx format) Detailed Instructions In a browser, go to the... Read More

Cloud Reports

Jan 31, 2019 TDO12, Reports, Web Reports, Web, Sonendo, Marketing, 12, TDO, Cloud reports, Cloud 0 19.90K 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

Version 12 - Canvas Tools Tutorial

Jun 13, 2016 canvas tools, version 12, v12, v 12, draw, tutorial 0 4.43K 0/5 (0 Vote)

Overview This video provides an overview of the Canvas Tools in the Draw window. Detailed Instructions Read More

Version 12 - Orientation Tools Tutorial

Jun 13, 2016 orientation tools, version 12, v12, v 12, orientation, tutorial, draw 0 5.36K 0/5 (0 Vote)

Overview This video provides a brief overview of all the image orientation tools available in the Draw window. Detailed Instruction Read More

Version 12 - Drawing Tools Summary

Jun 13, 2016 drawing tools, draw, imaging, summary, tutorial, version 12, v 12, v12 tutorial 0 4.36K 0/5 (0 Vote)

Overview The video below provides a brief overview of all the drawing tools available to you in the Draw window. Detailed Instructions Read More

Using the Draw Tools

May 15, 2016 draw, draw tools, tdo training, video 0 3.40K 0/5 (0 Vote)

Overview The video below provides a brief overview on using the tools in the pop-up Draw window. 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 If you are using TDO v12, please note that some of the appearances may seem outdated.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

Aging Analysis Report

Mar 30, 2020 aging, ar, receivable, accounts, accounts receivable, recievable, balance, ledger, owes, statements, balances, statement, ledgers 0 6.47K 0/5 (0 Vote)

Overview: The Aging Analysis report breaks down your accounts receivable by the age of the account. It can be useful in determining which patients to contact regarding their balance. Detailed Instructions Open [Reporting Tools > Financial >... Read More

Snapshot Report

Feb 15, 2015 snapshot, financial report, report, double click report, right click report, snapshot summary report, best financial report, detail report, snap, shot, mtd, ytd, production, collection, adjusted, referrals 2 12.25K 5/5 (1 Vote)

Overview The Snapshot is a very powerful report. You can access data about production, collection, referrals, cases, etc., all in a format that allows you to filter by date, referring doctor, and other parameters, all on one page. In this article, we... Read More

Procedure for a Stolen Computer

Jul 12, 2018 Theft, stolen, password, B&E, Steal, stole, computer, workstation 0 5.62K 0/5 (0 Vote)

Overview This article will give you steps to ensure that your TDO software does not get compromised in the event a computer or tablet is stolen. Detailed Instructions NOTE: These are steps are primarily related to TDO software. There may be... Read More