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

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

Overview: Two factor authentication (2FA) can be used to add a layer of security to your online accounts. If you use GMail or GSuite (the email accounts provided as part of the TDO Cloud Services package), you can enable two factor authentication to... Read More

Overview How to send a Pre-determination or an E-Claim, step by step from Insurance, Creating, Submitting, and Uploading. Detailed Instructions Make sure the patient’s insurance information is entered in the Insurance page.   Pre... Read More

Overview eRX is a service through MDToolbox that provides an electronic prescribing platform and is fully integrated into TDO. Many states have existing laws, or laws that will soon go into effect, requiring certain types of medications (in some... Read More

Overview Please reference the following article when troubleshooting TDO installations and updates. If after trying the below suggestions, TDO is still non-functioning and/or experiencing issues and/or errors, please contact TDO Support for further... Read More

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

Overview To use EPCS in MD Toolbox, your token must be registered and up to date. If you get a new phone or Fob, you will need to register a new token.  Detailed Instructions Go to the Prescription Tab in TDO  Click on “eRx” button- this will... Read More

Overview These are basic instructions and best practices on how to use your TDO QuickBooks integration application. Please also see this article. Detailed Instructions Daily Sync: 1. Open QB 2. Log In 3. Run a QB Backup 4. Make sure all windows... Read More

Overview This article will show you how to mark patients as recall or super recall patients and the two different ways to send recall cards. How To Add A Recall Patient in TDO There are two places you can mark a patient as a recall patient: the ... Read More