How does ScoutIQ post insurance payments into TDO?

ScoutIQ reads each ERA, and each paper EOB, and posts every line to its procedure in TDO: the paid amount, the contractual write-off, the patient portion and the claim status. Denials and short pays go to a queue with the payer’s reason and the days left to appeal.

Can ScoutIQ report on referring dentists from TDO?

Yes. Atlas reads the referral fields TDO already keeps and answers in plain English: production by referring office, referral volume by quarter, and which referrers sent fewer cases than last year.

Does ScoutIQ replace TDO?

No. TDO keeps the schedule, the chart and the clinical records. ScoutIQ works alongside it: payments land in TDO on their own, and the front desk has nothing new to learn.

TDO billing automation: Keep TDO. Automate the money.

TDO runs the schedule and the chart for many endodontic practices. ScoutIQ takes on the money around it: insurance posted per procedure from each ERA and EOB, patient balances followed up by text, email and mail, and every payment posted to TDO and reconciled to the bank.

Book a demo What syncs from TDO

TDO

ScoutIQ

Read from TDO, continuously

Production and collections
Patient balances
Claims and statuses
Appointments
Provider metrics

Posted by ScoutIQ

Insurance payments and write-offs
Claim notes and statuses
Patient payments
Journal entries, in your books

Every change logged, attributed and reversible

Does ScoutIQ integrate with TDO?

Yes. TDO, a practice management system built for endodontists, is one of the 59 systems ScoutIQ connects to. ScoutIQ reads production, collections, balances, referrals and appointments from TDO as they change, posts insurance payments to each procedure from the ERA or EOB, and posts patient payments to the TDO ledger. Deposits are then matched to the bank and booked to QuickBooks or Xero. Most practices are live in 48 hours.

What ScoutIQ syncs from TDO

A continuous sync, not a nightly export, so reports and Atlas reflect today’s numbers. Results go back into the ledger your team already uses.

Production and collections: Gross production, adjustments and collections per provider, procedure and location, reconciled against each other.
Patient balances: Live balances and how long each has been owed, behind auto-collect, payment plans and follow-up.
Claims: Claim status and history, so EOB lines post to the right claim and denials have a home.
Appointments and schedule: Schedule and reappointment data for hygiene gaps and unscheduled treatment.
Provider metrics: Production and collections per provider, comparable across the team and across locations.
One model across systems: The same fields and the same meaning as every other supported PMS, so mixed groups read as one.

How the TDO integration works

1
Connect
Guided onboarding links the PMS. Most practices and groups are live in 48 hours.
2
Map
Your data lands in one model, comparable across locations even when they run different systems.
3
Automate
Posting, patient follow-up, reconciliation and reporting run on your live PMS data.

Billing an endodontic practice on TDO

Each line on its procedure
Every line of the ERA or EOB lands on its procedure in TDO: the paid amount, the contractual write-off, the patient portion and the claim status. Never one total against the claim.
Short pays caught on large claims
An endodontic claim is worth many times a hygiene visit. ScoutIQ AI checks every line against your fee schedule and the payer’s reason codes, so an allowed amount below your contract is flagged instead of written off.
Referrers in plain English
Atlas reads TDO’s referral fields: production by referring office, volume by quarter, and the referrers who went quiet, with a check-in note drafted for you to approve.

Built around the referral

An endodontic practice lives on referring dentists, and its claims are fewer and larger than a general office’s, so one short payment or one unposted EOB is real money. ScoutIQ checks every line against your fee schedule as it posts, queues short pays and denials with the payer’s reason, and Atlas reports production by referring office and flags a referrer who goes quiet. TDO data maps onto the same model as the other practice systems ScoutIQ supports, so a group with endodontic, oral surgery and general offices gets one set of numbers.

ScoutIQ for endodontics and oral surgery

HIPAA compliant, BAA with every customer
Encrypted in transit and at rest
Every change logged and reversible
Nothing new to learn at the front desk
All 59 practice systems

TDO integration FAQ

ScoutIQ reads each ERA, and each paper EOB, and posts every line to its procedure in TDO: the paid amount, the contractual write-off, the patient portion and the claim status. Denials and short pays go to a queue with the payer’s reason and the days left to appeal.
Yes. Atlas reads the referral fields TDO already keeps and answers in plain English: production by referring office, referral volume by quarter, and which referrers sent fewer cases than last year.
No. TDO keeps the schedule, the chart and the clinical records. ScoutIQ works alongside it: payments land in TDO on their own, and the front desk has nothing new to learn.