TDO KB - Search

Add an Insurance Profile

May 15, 2016 insurance profile, add insurance profile, add insurance, tdo training, video 0 6.30K 0/5 (0 Vote)

Multi Windows User TDO Environment

Jun 23, 2017 mutiple windows, user profile, profile, hkey, runtime, windows, setup, group policy, domain, registry, windows profile 0 7.70K 0/5 (0 Vote)

Overview You will run into issues if you install TDO under one windows user then log in as another. During the install there are keys written to HKEY_CURRENT_USER. Usually re-running the SetupRuntime.exe will fix this. Read the below section to... Read More

"User or device not authorized to use the service" error

Oct 29, 2014 0 4.68K 0/5 (0 Vote)

Overview If you have received this error when attempting to use TDO Mobile, it is likely that you are trying to access from a new device. When you change devices, a new PIN will need to be associated with the account inputted in the Setup area. This... Read More

Adding Users and Security Levels - User Roles

Aug 29, 2014 add users, passwords, security levels, roles, user roles, security, strict security 0 10.16K 2/5 (4 Votes)

Version 12 On the Setup tab, click Site Configuration and select Add/Edit User Names and Passwords. To add a user, click ’New’. Select a Position for the user. Select an Email Permission Level for the user. (Full Access can see... Read More

HIPAA Compliance Protection for TDO Users

Mar 18, 2015 HIPAA, network security, compliance, password, wireless, IT responsibilities 1 10.13K 0/5 (0 Vote)

TDO Security Features To take full advantage of TDO Security Features, please make sure you have updated to the latest release of TDO. TDO offers all the required HIPAA compliance protection to our users. The database is password-protected and... Read More

Troubleshooting - User Interface Issues / Tabs not showing in TDO

Feb 15, 2015 screen resolution, tabs not showing, tabs hidden, missing tabs, font size, dpi, user interface issue, toolbars 0 25.07K 5/5 (1 Vote)

Overview If when using TDO and you are experiencing issues with the User Interface (ex, the tabs are not showing on a particular workstation), there are few potential reason why. Potential Causes DPI is set incorrectly TDO requires for the DPI to... 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

Version 12 Insurance Features

Jan 11, 2017 insurance, version 12, v12, v12 insurance, insurance, multiple fee schedules, calculate insurance 0 14.66K 0/5 (0 Vote)

Overview This article contains the step by step instructions on insurance features in Version 12. Multi Fee Schedule TDO has the ability for you to setup Multiple Fee Schedules for different insurances that you are in network with or you may want... Read More

TDO Comms+ Overview

Mar 7, 2023 TDO Comms, comms, communications, sms, templates, automation, automatic, tdo communications, tdo sms, tdo messaging, messaging, texting, tdo texting, appointment confirmations, appt confirmations, confirmations 0 10.21K 0/5 (0 Vote)

Table of Contents Overview Minimum TDO Version Requirement is 12.405g TDO 12 Configuration Main View Header Communications Menu SMS Template Designer Token Definitions: Valid Reply Designer Send Query Automation Sub header ... Read More

Program Setup - Practice Management - creating & tracking marketing events

Jan 22, 2021 0 3.30K 0/5 (0 Vote)

V11 – Program setup – Practice Management V12 - Setup – Program setup – Practice Management Overview Practice Management lets you designate what you want to set to qualify a doctor as an A/B/C/D referral. The rank criteria is what they are... Read More