You’re responsible for everything that keeps this practice running. Your software should be too.
TDOS gives office managers complete financial visibility, operational control, and the reporting to make confident decisions - from anywhere.
- Reconciling QuickBooks manually at month-end every single time
- No real-time visibility into production, collections, or AR aging
- Chasing patients for payments with phone calls and paper statements
- No audit trail when something doesn’t add up financially
- QuickBooks syncs in real time - no manual export, no reconciliation
- Snapshot reports show production and collections by any dimension
- Text-to-Pay clears balances without a single phone call
- Every transaction logged by user and timestamp - complete audit trail
Claims Confidence
Stop chasing denied claims
TDOS validates every claim before it leaves your office. Missing data, unsigned forms, incorrect codes. You see exactly what needs attention and what is ready to send, before the carrier ever sees it.
Financial clarity shouldn’t require a forensic accountant.
Sound familiar?
- QuickBooks reconciliation happens manually at month-end, requiring hours of cross-referencing every time
- AR aging reports are a snapshot in time, not a live view of what’s actually outstanding
- Embezzlement risk is real but hard to monitor without transaction-level detail
- Multi-location reporting requires pulling data from separate systems and combining it manually
- Staff permissions are binary: either full access or no access
Here’s how TDOS changes that.
- QuickBooks sync is real-time. What posts in TDO appears in QuickBooks instantly.
- Live AR tracking shows outstanding balances by patient, carrier, and age bracket at any moment
- Every financial entry is logged by user and timestamp. Discrepancies surface immediately.
- Multi-location Snapshot reports show combined or separate views from one database
- User-level permissions control exactly what each staff member can see and do
Practice Pulse
The numbers your doctor asks about, always ready
Production, collections, AR aging, referral trends, cases started and completed. One report, one click, current as of right now. No spreadsheets. No end-of-month scramble.
The financial and operational tools you’ve been asking for.
Production, collections, and adjustments broken down by provider, procedure, referrer, and tooth. Real-time. From anywhere.
Decisions based on live data, not last month’s numbers
Real-time sync with no export, no import, no reconciliation. What posts in TDO is in QuickBooks before you close the tab.
Month-end closes in hours, not days
Every transaction, adjustment, and financial entry logged by user and timestamp. The single most effective embezzlement prevention tool in the practice.
Financial transparency that protects the practice
Accounts receivable aging by patient, carrier, and bracket. Combined with Text-to-Pay, outstanding balances clear faster with less staff effort.
AR drops when collection is frictionless
All locations in one database. Combined or separate schedule views. Profitability by location tracked automatically.
Full visibility across every location
See patients seen, production, collections, and adjustments at a glance. Quick visibility into how the day went without running a full report.
Know where the practice stands in seconds
Treatment Acceptance
Present treatment plans patients can understand and accept on the spot
Procedures, fees, and insurance estimates in a clear layout. Send directly to the patient's phone or email for digital acceptance. No printing, no chasing signatures.
