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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... Read More

Overview If a payment is recorded on the wrong provider/location/patient, you need to deduct from the provider who was paid in error and make sure the proper provider gets credit for that payment. TDO Quickbook sync users If you are using the TDOQB... 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 production is recorded on the wrong provide, location, or 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 for... Read More

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

Overview When a transaction is posted to the wrong patient, doctor, or location follow these steps   Detailed Instructions Note: If you are NOT using an integrated service, Worldpay/Vantiv/Mercury, or Rectangle simply void the transaction, backdate... Read More

Overview: The Aging Analysis report breaks down your accounts receivable by the age of the account, and can be useful in determining which patients to contact regarding their balance. Detailed Steps: Open [Reporting Tools > Financial > Aging... Read More

Overview This article will show you how to charge interest to patients showing an outstanding balance in your Aging Analysis Report Detailed Instructions Interest is, by default, automatically checked for all patients. It does not mean that Interest... Read More

Overview There are two ways to print statements within TDO. The first is through the Ledger tab with the Print Statement button - this allows you to print the statement for the currently selected patient. The second option is to use the Account... Read More