Open Dental Forum

Procedure locking is actually a feature that you have to enable through a preference. This will allow you maintain tighter security on the procedures and their notes but it may not have the same functionality that you're expecting. If you decide to use this feature I would recommend trying it out on...

I couldn't find an existing query matching what you're looking for. You may want to reach out to the Query Department by using our Query Request Form on http://opendentalsoft.com:1942/ODQueryRequest/QueryRequestForm.aspx . Once you fill it out, you should hear back from them with either clarifying q...

As of 17.1 the preference for turning this on/off has been removed because Treatment Plans now always use sheets. If you would like to remove the tooth chart from the treatment plan you'll want to edit the Treatment Plan sheet. You can do this through the following steps: 1. Navigate to Setup > Shee...

I'd love to be able to know how to write these... Along with the manual page that Chris mentioned there are plenty of free online resources that will teach you some of the basics of SQL/MySQL. W3 Schools has some interactive features that allow you to play with a fake database (good for beginners) ...

We typically find the "duplicate entry for key primary" error when there are sudden crashes to the system and something didn't get logged correctly (usually in the securitylog or securityloghash tables), necessitating a repair to some table. If you are still experiencing this issue you can call in t...

I just tested this using different databases and did find, as you have been experiencing, that the broken appointments and moved-to-unscheduled appointments would not populate on this report on 16.3. I then tried my 16.4 database and got the results we would normally expect. I am not certain if ther...

There is an audit trail entry made when the appointment is broke, so no bug. It was just the Query that did not list a patient or appointment when it was broken and not rescheduled. Any idea on how to modify the query to also include any appointment that was simply broken and possibly moved to the ...

Was reading about the new email inbox feature. Is there a way to set it to leave a copy on the server? When setting up your email in Open Dental you will be using POP settings which will download the messages from your email server instead of interacting with them in the way that IMAP does. So for ...

If you're at the Choose Database screen, verify that the name of the computer in "Server" is your server computer's name (or optionally its IP Address) and that the name of the database is your production database. You should then be able to click OK at the bottom and have it connect to the database...

@Mgostigian There are a few places you can check to make sure appointments and procedures are being assigned correctly, I'll bullet point them below: * Navigate to your Operatory setup menu (Setup > Appointments > Operatories) to make sure that the person assigned as a Hygienist to the operatory is ...

Could you elaborate on what you were hoping to do with your progress notes? In Open Dental the progress notes in the Chart Module will show you everything from commlogs to procedures and appointments to forms attached to the patient account. You can also watch our pre-recorded webinar on the topic a...

If you go to Setup > Security and double click the user you can mark them as Hidden

Are you looking for an "at a glance" method or are you looking for a way for eReminders to be documented? If you would like to see documentation: You can left click on an appointment to select the patient and you will see any emails/text message reminders in their commlog. If you're wanting an "at-a...

Hi jason - Thanks for asking! The Sendinc model has been a piece of cake to use. I receive an e-mail that says "there is a sendinc secure message waiting for you", then I set up a simple account with sendinc (password and user name) and retrieve it. Any time I return to sendinc, or get a secure mes...

The reason: if we mark a patient as confirmed from the first contact (10days out) we want to be able to send only a reminder, not a text / email where they have to press "confirm" again. Is there a way to do this? If you're using eConfirmations (the automated confirmation system we provide) then yo...

I'm not 100% on whether or not this is what you're looking for, but this may help provide some assistance to you. On our Query Examples page I found #756 "Time Card Summary for all Employees with days worked and avg hours per day". It allows you to set a date range as well. For ease of access I've i...

PS - we are NOT using the patient portal - it is still too cumbersome - especially because Open dental supplies the username and password which has to be transmitted to the patient (securely) and remembered by the patient. There have been some advancements in this area that make this easier for the...

This was a bug that was fixed in Open Dental version 15.3.50. I would recommend updating to the latest stable version to receive this update. There are couple of things to check before updating to 16.3 (latest stable) however: *Make sure that no computers are running Windows Server 2003 or Windows X...

I would like to cover a couple of things about eConfirmations (this is covered in our manual as well but I wanted to give you a few quick bullet points) that may be of interest to you: * The eConfirmation system is automated, meaning you won't have to manually send anything if you don't want to * eC...

We do have two queries on our Query Examples page that my prove useful to you: * Query Examples: http://opendentalsoft.com:1942/ODQueryList/QueryList.aspx * Query #456 "Make list and count of patients with scheduled recalls, and what recall procs are in apts" * Query #513 "Recall Reminders Sent in a...

You may have the preference checked that states "Account module statements default to intermingled mode". You can find this preference in Setup > Manage > Manage Preferences. It is the 3rd item from the bottom of the preferences. You can see more about this on our Manage Module Preferences page: htt...

Open Dental provides, through the Patient Portal, a means for your patients to make payments online at no additional cost to you. It does require that you use the merchant service X-Charge as they're the only ones we currently integrate with for online payments. I will provide some links below as re...

Test Messages: When I work with eReminders/eConfirmations, I usually set up a test appointment with a patient that has my contact information (both cell phone and email address) and check the "Send All" checkbox in the reminder rule. This will allow you experience both the text and email portion of...

Our customers use a wide variety of printers/scanners/all-in-ones. We do highly recommend using Epson products though, but when it comes to choosing the right scanner for your office, please read some of the notes at the top of our scanner page: http://www.opendental.com/manual/scanners.html.

This may already be known, but you can also export your query results to a txt or xls file type so you can open it using MS Excel. From there you can make notes as needed, format the results, and make use of various Excel functions.

Along with what Chris said, it will also be important to note that you must first grant the patient access to the portal as the patient does not have the ability to create a login from their end. You can follow the instructions listed on http://www.opendental.com/manual/portalaccess.html to grant pa...

Receiving insurance payments in Open Dental is a two-step process - the first being that you create the insurance payment (which is done for each patient on an EOB) and when this step is completed you'll finalize the payment. If you need to correct an insurance payment you will have to first delete ...

@enamelrod For each patient that needs access to the Patient Portal, they will need to be granted access individually. The guarantor of an account will, by default, have full access to the family members information and account details in the portal, but there are preferences that you can change so ...