TDO KB - Search

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

Financial Tickler overview

Oct 29, 2014 financial tickler, fin tickler, tickler, revisit account, daily reports, aging, patient accounts, accounting 0 8.46K 0/5 (0 Vote)

Overview If you choose to use the Financial Tickler feature, the Financial Tickler report will show you which patients’ accounts need to be revisited. Many offices simply use the Aging Analysis report and patient Account Statements for this... Read More

Google - Two-Factor Authentication (2FA) + creating App Passwords with OAuth

Nov 10, 2017 smtp, app password, two step authentication, authentication, 2 step authentication 0 27.38K 5/5 (1 Vote)

Overview The following article goes over setting up two-factor authentication (2FA) and app passwords within Google. Microsoft (Outlook) users The information in this article provides directions for Google (Gmail) users. If using Microsoft ... Read More

Microsoft - Two-Factor Authentication (2FA) + creating App Passwords with OAuth

Mar 7, 2024 oauth, app pass, app pw, app password, outlook, gmail 0 14.11K 0/5 (0 Vote)

Overview Oauth provides an extra layer of security for your email address so that the password to your email is not exposed to applications. In lieu, the generated app password is what will be entered in the password field for services like TDO... Read More

[v12.373g and above] Google Calendar Sync - setup

Jul 20, 2020 google calendar, calendar sync, sync, calendar 0 8.16K 0/5 (0 Vote)

Overview This article explains how to setup synchronization of your TDO Calendar with your Gmail account. NOTE: For information about the TDO Live Consult Feature (which works with the Calendar Sync feature), please see this article. TDO v12... Read More

TDO Live Consult - Instructions to Access Google Meet [GSuite Users]

Apr 10, 2020 meet, hangouts, meets, google, gsuite, g suite, consult, covid, coronavirus, corona, covid19, covid-19, liveconsult, hangoutsmeeet, hangout, hang out, teledentistry, calendar 0 7.06K 0/5 (0 Vote)

Overview: This article will describe in detail the steps necessary to join the video consultation that you scheduled with your patient using the TDO Live Consult/Google Calendar Sync feature. Prerequisites: Doctor Prerequisites: TDO Live Consult... Read More

[v12.355x and below] TDO Google Calendar Sync

Dec 12, 2014 google calendar, calendar sync, calendar 0 13.67K 0/5 (0 Vote)

Overview This article explains how to setup synchronization of your TDO Calendar with your Gmail account. NOTE: For information about the TDO Live Consult Feature (which works with the Calendar Sync feature), please see this article. TDO... Read More

TDO Live Consult with Google Calendar Sync

Apr 1, 2020 sync, gcal, calendar, google, zoom, covid, covid-19, virus, coronavirus, meet, hangouts 0 27.34K 0/5 (0 Vote)

Overview For more information on the use of teledentistry and how to bill correctly, please read the attached guide from the ADA. This guide was published on March 31st, 2020. TDO Live Consult is a new feature that leverages the power of the... Read More

Issue Check in QuickBooks

Apr 24, 2020 check, issue check, refund, qb, sync, qbsync, debit, adjustment 0 7.54K 0/5 (0 Vote)

Overview Any time money is moving out of your checking account, you MUST click the issue check in QB box, even if you are not actually printing a check. These debits will fall under one of 4 basic categories. Details 1. Patient is due a refund. ... Read More

Microsoft .NET Framework. Unhandled exception error when launching TDO installer.

May 9, 2025 Microsoft .NET Framework. Unhandled exception error, local admin rights, workstation install, error when installing workstation 0 2.00K 0/5 (0 Vote)

Overview How to fix Microsoft .NET Framework. Unhandled exception error when launching TDO installer. Detailed instructions You will need to install TDO workstation under a local Admin Windows account. If you do not want to install with local Admin... Read More