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TDO (The Digital Office) Integration Setup

Get Credential from Protected Trust

If your practice does not have an account with Protected Trust, you can sign up here

Once you have set up an account for your practice, you can acquire the required API Access Credential, user name and password using this link. Example below:



TDO Email Setup

  1. From Main Menu > Click on Site Configuration
  2. Set Outgoing mail server (SMTP) to  smtp.protectedtrust.com
  3. Enter the Access ID in the User Name field
  4. Enter the Access Key in the Password field
  5. Select to use TLS for the outgoing mail
  6. Set the “Outgoing server (SMTP)” port to: 587