Overview TDO's Ledger Tab will break down the patients fee's, write-offs, payment, insurance status (pending or resolved), and categorize by Doctor and locations  Table of Contents Overview Ledger Totals Running Balance in the Ledger... Read More

Stale Dated (Expired) Checks Sometimes a refund check will not be cashed, and it will expire. This is referred to as a stale-dated check. Typically, banks do not honor checks past 180 days (please check with your bank specifically for their policy).... Read More

Overview On the patient’s ledger there is a Sent to Collections checkbox.  By clicking this box you are stating that the patient has been sent to collections.  This patient will no longer show up on your patient statements however 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 goes over steps to keep in mind to protect yourself from any possible embezzlement.  Detailed Instructions Make it a requirement for each employee to use a unique login and password. Require users to log off TDO when... Read More

Overview If production is recorded on the wrong provider, location, or if providers are splitting that production, you need to reduce the production on the incorrect provider. Then, increase production on the provider that should have been billed out... Read More

Overview If a payment is recorded on the wrong provider/location/patient, you will need to deduct from the provider who was paid in error, and the proper provider will get credit for that payment. TDO QuickBooks sync users - If you are using the... Read More