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.
Insurance Plans Part 2: Complex Plan Types
In Part 2 of our insurance plan type series, we discuss the setup of more complex insurance plans including capitation and Medicaid/Flat Co-Pay plans.
Going Paperless with Open Dental Software
If you’re considering going paperless or improving how paperless you are, read on! In this post, we’ll explore the tools available in Open Dental to help your practice be truly paperless.
Insurance Plans Part 1: Common Plan Types
Setting up the insurance plan correctly and using updated fee schedules is key to getting accurate estimates. This post discusses four common plan types.
Managing Your Patient Accounts Part 2: Adjustments and Account Procs Quick Add
In this Patient Accounts Part 2 post, explore adding adjustments to multiple procedures, and how to quickly charge retail items to patient accounts.