Getting the information you need from an appointment at a glance can be a huge time-saver. Read on to learn how you can use appointment views to your advantage for this very purpose!

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Customizing appointment views can be beneficial for many reasons. You can create a HIPAA-compliant view for workstations that are patient facing, a view for hygienists that shows only hygiene operatories, and more.

Appointment views control which operatories display, and what displays on an appointment without opening it.

Creating Appointment Views

You can utilize any number of appointment views depending on your office needs. Additionally, determine what time increment to use: 5, 10, or 15 minutes.

TECH TIP: Use the Copy View button to duplicate a view, and then edit or rename it as needed.

Editing Appointment Views

Open Dental has many options for fields that display on an appointment. You can control how the waiting room format shows, what displays if you are using the Day or the Week view, and much more.

Once you have decided which rows you would like to display, reorder rows or even move them to the upper or lower right corners so that information is displayed in just the way you want it. You can even customize the color of each field!

Switching Appointment Views

Once you’re happy with the new appointment view, it’s time to use it! Simply use the dropdown to select a view, or, use the F1-F12 keys on your keyboard to easily switch back and forth.

TECH TIP: Want your production and provider goals to display? Add Production and NetProduction to the appointment view.

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Have more questions about appointment views, or need assistance setting them up? Give our friendly Support Team a call!

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Information in this post reflects features available in Open Dental Version 24.4. For the most up-to-date information, please visit our manual.