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

Letters - Patient Statement - customizable template

FEATURED

Apr 27, 2021 Statement Letter, patient, letter, custom, tdo4endo.com, TDO, default, Print, email 0 9.18K 0/5 (0 Vote)

Overview: TDO4Endo.com Support Materials has a downloadable Word Document that will pull the same information as the internal Print Patient Statement in TDO. Steps: Using your Dr’s User login, Log into TDO4endo.com Select Support Materials ... Read More

Adding a Statement Sent Note

May 15, 2016 statement note, tdo traning, video 0 3.93K 0/5 (0 Vote)

When printing batch Patient Statements, you will be prompted to enter a statement sent note at that time. However, if you forgot to do that you may always do it at a later time. Click Reports > Financials > Statement Sent Note This will... 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 Autonotes or Macro Note

May 15, 2016 using autonotes, auto notes, tdo training, video, Macro Note, Notes 0 4.96K 5/5 (1 Vote)

Overview TDO allows for Notes that are commonly entered to auto populate. Detailed Instructions To accomplish this task, go to the notes tab and select a note that is needed to populate under the drop down of "Macro Note" To create or edit your... Read More

[v12] Notes page

Jun 28, 2023 missing note, hidden note, select notes, macro notes, note lock, soap note, print notes, print non-private notes, notes 0 3.52K 0/5 (0 Vote)

Overview The Notes tab allows you to show or hide auto-populated and manually entered notes for the currently opened patient and distinguish between whether the note should be related to a Tooth or the Patient. Table of Contents Overview Filter... Read More

How to adjust the font size in Patient Notes

Sep 20, 2019 patient notes, notes, note, sticky, font, size, text, calendar 0 5.38K 0/5 (0 Vote)

Overview This feature will allow the staff and providers to increase the font size on the ’Patient Notes’. Note: this setting is per workstation. In the Patient Note form users will also find a Calendar button to add the date the note is... Read More

Viewing Your Notes

May 15, 2016 viewing notes, notes, tdo training, video 0 4.04K 0/5 (0 Vote)

Overview The video below provides instruction on how to view any notes that you have saved. 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