The New Patient Checklist & Tools to Simplify the Process
The intake and data entry associated with a new patient can seem daunting. Read this post for a checklist and some tools that will help you streamline the process.
Lab Cases in Open Dental
Learn how setting up and using Lab Cases in Open Dental can help you monitor cases as they move through the process and provide visibility to labs attached to planned and scheduled appointments.
Become a Reports Expert: Setup
You’re always in control of your data, and Open Dental gives you many ways to report on it. Read about global options to customize the setup of your reports.
How to Process Insurance Plan Changes
Processing insurance plan changes incorrectly can have scary repercussions like affecting all plan subscribers, changes to historical info and more. Read this post and handle changes with confidence!
How to Send End-Of-Year Letters to Patients with Remaining Benefits
Learn about the 4-step process in Open Dental to create and send customized end-of-year letters to your patients before their benefits expire.
Share Your Open Dental Info: Importing & Exporting
This post will discuss the various ways you can share Open Dental information you’ve customized using the Import & Export tools within the program.
Using and Tracking Referrals in Open Dental
Read this post for the tools in Open Dental to help you track and manage patients referred in, and procedures referred out of your practice.
Tips & Tricks #14
In this tips & tricks post, learn more about how to process insurance refunds (when you’re sending money back to insurance), what to do if the provider’s DEA number is not showing on prescriptions, and some tips on medication lists.
Reports: End of Day – Month – ANYTIME!
With Open Dental, there’s no need to “close out” any period – reports can be run anytime! In this post, we’ll review the typical end of day and end of month reports you may want to run.
Managing Your Patient Accounts Part 3: Repeating & Recurring Charges and Payment Plans
This post will help you understand recurring & repeating charges and payment plans, and the tools available to help you manage patient accounts.