TDO Team
Allyson, Sharon & Kevin
Software-focused sessions led by the TDO team, built around the day-to-day work of running your practice in TDO.
A review of the financial reports to run on a regular basis and how to interpret the data. How to use these reports to ensure accurate billing and insurance submission and maintain low outstanding balances. The best report to utilize to maintain a clear picture of the financial activities happening in your office, and how to check for discrepancies that may flag patterns of concern.
Utilizing TDO to stay on top of reports that need to go out to referring doctors, tasks that need to be completed, and ensuring records are completed in a timely manner.
Functionality of the ledger and associated reports. How to properly make corrections when billing errors happen, and how to use the ledger efficiently and accurately.
Reports for monitoring your practice at a high level and ensuring that everything is completed from a billing and administrative standpoint. Procedures that can be implemented to ensure a smooth and efficient flow that keeps your practice running optimally.
This lecture will focus on TDO features not addressed elsewhere in the online reference material, including calendar and ledger tips, reporting tools, built-in change-tracking logs, task reminders, and other functionality designed to improve workday efficiency.
This session provides an in-depth look at the Program Setup area of TDO, where users can configure the software to align with the specific needs of their practice. Topics covered include internal email communication, custom report creation, menu bar configuration, custom macro notes, calendar settings, and other tools for tailoring TDO to daily workflow.
This session will cover the various methods available in TDO for collecting patient signatures and paperwork efficiently, both in-office and remotely.
This session will provide a complete overview of TDO Comms and how it can improve day-to-day communication between the office and patients.
