FINANCIAL
See exactly how your practice performed. Without asking anyone.
Snapshot reports, QuickBooks integration, AR tracking, and user-level audit logs. Complete financial visibility, whether you're in the office or not.
Key Capabilities
Claims Intelligence
Catch errors before they cost you
Every claim is validated against 35+ data points before it leaves your office. Missing NPI numbers, incomplete patient demographics, unsigned forms. TDOS catches what manual review misses, so fewer claims come back denied.
The Problem
Most practice owners depend on someone else to compile the numbers. End-of-month reports arrive late. AR ages silently. QuickBooks never quite matches what the practice management system says. You suspect something is off, but you can't pinpoint it without digging.
Running a business well means having your own independent view of the numbers. TDOS gives you that view. Every transaction logged. Every user tracked. Complete visibility from anywhere, without depending on anyone to compile a report.
The Daily Snapshot, QuickBooks sync, AR aging, and audit logs work together so you always know where your practice stands financially.
Features & Capabilities
The financial data your practice runs on.
Daily Snapshot
Instant visibility into how the day went.
The Daily Snapshot gives doctors and office managers a quick-glance overview of patients seen, production totals, collection totals, and other key operational metrics. No digging through reports. Open it and know where you stand.
QuickBooks Integration
No double entry. Ever.
TDO integrates with QuickBooks Desktop and Online. What you enter in TDO flows into QuickBooks automatically. No manual export, no reconciliation, no end-of-month data entry marathon.
AR Tracking
Know exactly what you're owed.
Accounts receivable aging reports surface outstanding balances by patient, insurance carrier, and age bracket. Combined with Text-to-Pay from TDO Payments, collections improve without additional staff effort.
User-Level Audit Logs
Complete financial oversight.
Every transaction, adjustment, and financial entry is logged by user and timestamp. Doctors who review audit logs regularly catch discrepancies before they become significant. Financial transparency starts with knowing who did what, and when.
Referrer Profitability Analysis
Know which referrers drive your best cases.
Referrer Quality Analysis breaks down production by referring doctor: procedure type, case complexity, and revenue generated. Protect your most valuable referral relationships with data, not intuition.
Insurance & Claims
Streamlined claim management from start to finish.
Submit electronic claims, track claim status, post insurance payments, and manage ERA/EOB processing from within TDO. Eligibility verification and claim follow-up tools keep your revenue cycle moving without switching systems.
See the financial tools built for your practice.
No commitment. No generic sales pitch. Just a focused conversation about your practice.