Author Archives

Open Dental

Connecting the tools in Open Dental Software to the amazing users that use them.
Practice Management. Handled.

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Tips & Tricks #21

In this tips & tricks post, we’ll discuss how to quickly reallocate a credit balance within a family, closing out a day or month in Open Dental, and how to know if your primary claim payment information is being sent with your secondary claim.

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Tips & Tricks #20

In this tips & tricks post, we’ll discuss a new tool to help you organize your (many many) fee schedules, how to add and view both patient forms and consent forms in the Forms window, and how to set things up so that patient records are auto-saved in your Imaging Module.

Taking on the Treatment Plan

The Treatment Plan is vital for giving your patients information on recommended treatment, what insurance is expected to cover, and the estimated patient portion. Learn about receiving preauthorizations, changing notes, applying discounts, and using eClipboard to record patient signatures, and more.