Tips & Tricks #15
In this tips & tricks post, learn more about switching back and forth between family member accounts, our favorite drop-down arrow magic, and how to print your progress notes for a date range.
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.
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.
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.
Managing Your Patient Accounts Part 1: All About Claims
In this Patient Accounts Part 1 post, read how to create claims quickly & efficiently, track any follow-ups you’re doing with insurance, and all that comes with handling insurance payments.
Tips & Tricks #13
Learn more about setting up and displaying Production Goals, Production, and Net Production in your Appointments Module.
Tips & Tricks #12
Learn more about transferring your patient’s data to another practice, printing a patient receipt (for FSA reporting, etc.), and what to do if you’ve sent the wrong procedures on a claim.
Tips & Tricks #11
In this tips & tricks post, learn more about end-of-year letters, changing settings and adding options to various areas of Open Dental, dropping old insurance coverage, and dealing with roll-over benefits.