TDO Comms Training Guide
1. Logging In and Accessing TDO Comms
– From TDO, click the Cloud tab and select Comms Module.
– If the Cloud tab is missing, a TDO update may be required.
– If the Comms icon is grayed out, contact your manager to adjust user roles.
– Use the unique website link provided if using a different version of TDO.
– Save the link as a bookmark for easy access.
– Log in using your shared username and password.
– Select your specific practice at the top to ensure messages are sorted correctly.
2. Managing the Inbox
– Click INBOX to view all messages or filter to see sent or unread messages.
– Click a message to view the full conversation thread.
– Use filters to manage messages (covered in detail in another video).
– To archive a message: click the message, then click Archive and Confirm.
– Archived messages can be restored from the Archived section.
– If a patient replies to an archived message, it will automatically return to the inbox.
– Mark messages as unread to track follow-ups.
– Add important messages to the Notes tab in TDO by selecting the thread and clicking Send to Notes.
– Appointment confirmation messages are automatically saved under Notes.
3. Sending a Single Message
– Click the envelope icon with a plus sign at the top left.
– Type the recipient’s name or phone number.
– Select a template to load the message content.
– Add to the message if needed and click Send Message.
– Use sample templates for appointment confirmations, reminders, remote registration, financial communication, and post-treatment follow-up.
– You can also write a custom message without using a template.
– To reply to a message, select it and type your response at the bottom, then click the arrow to send.
4. Sending a Batch Message
– Click the envelope with dots to open the Query Designer.
– Click Recipient Query/Filter.
– Set the start and end dates to filter patients (e.g., those who haven’t confirmed appointments).
– Click the search icon to list patients.
– Select a template and click Send Message to send to all listed recipients.
– Ensure the ‘OK to Send’ column is checked for all messages.
– If unchecked, verify the Send SMS box is selected in TDO.
5. Managing SMS Permissions
– In the main page, check the box next to the mobile number.
– On the patient registration page, check the box when entering the mobile number.
– Under Setup > Site Configuration > Control Table > Application Settings, enable ‘Check Send SMS Automatically’ to make it the default.
– TDO Comms can also send an opt-in text to patients.
6. Using TDO Pay
– TDO Pay automatically generates a payment link for patients with balances.
– Select the query and date range to list patients with balances.
– Click the search icon, select a template, and click Send Message.
– If a credit card is stored with TDO Pay, you can send a special link for the patient to approve the charge.