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 TDO has a system of checks and balances in regard to the patient’s informed consent and treatment plan acceptance.   Options One the Case Presentation page there is an area where you can mark the Case Choice:       You can add as... Read More

Open Calendar Right click on the appointment and select “Check In.” Click the button next to “Mark patient as In.” Click OK on the time box (can change time here if necessary.) Appointment is highlighted in yellow on calendar. Ask for any... Read More

Topics Covered Include What you should know  Calendar How to make appointments – the steps on how to schedule new appointments for New or Existing patients. Changing same day appointments with click and drag – with a click and drag of the... Read More

Overview Occasionally, insurance will withhold part of a payment for one patient on a payment for service on another patient instead of requesting you send an overpayment back to them. If this happens, you will do the following:  Table of Contents... Read More

Overview This article is for the TDO QuickBooks sync. If a payment is recorded for the wrong provider, location, or patient, you will need to deduct from the provider who was paid in error. The proper provider will need to get credit for the payment.... 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