Overview When using the Financial Tickler feature, the Financial Tickler report will indicate which patients’ accounts need to be revisited.  The Aging Analysis report and patient Account Statements can be used for this purpose, but the... Read More

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

Overview How to add a new insurance carrier Detailed Instructions Click the Insurance tab on the patient’s page Click drop down arrow to select the correct insurance company If insurance company is not listed in the drop down list, click the... Read More

Video Overview Detailed Instructions Click Reports on the top menu. Select Daily Reports All the items on the right side are administrative lists to complete. “Daily Items to Get and Send”: populate from items checked as Needed on the... Read More