Mousing around in Open Dental, you know that clicking takes an action (like edit, OK, or cancel), and double-click opens items, but did you know all the magic available behind a right-click in Open Dental?
Here is a list, but I promise you, it’s not likely to be a comprehensive one! Leave a comment below if you find others!
Appointment Module
The Appointments Module offers a lot of right-click options:
- On an appointment to handle actions specific to the patient or appointment.
- On a blank area in the schedule to edit blockouts or text patients.
See our Manual for details on each action.
Account Module
On a procedure, or after highlighting multiple procedures, right-click to quickly add an adjustment!
Chart Module
Right-clicking in the Progress Notes in the Chart Module offers many quick actions.
The options that appear on each right-click depends on what type of item you’re clicking on.
For example, on a completed procedure, it offers group note options.
On a treatment planned procedure, it offers options to complete it.
Printing the day’s progress notes?
See our Manual for a full list of right-click options when in the Chart Module.
In Lists and Reports
When working with a list or report, you can often right-click on a patient to quickly access their account or take other actions.
In the Manage Module – access the patient’s account:
- Send Claims window in the Manage Module
- Billing List in the Manage Module
In Reports – access the patient’s account, or assign follow-up to staff:
- Procedures Not Billed to Insurance Report
- Claims Not Sent Report
- Procedures Overpaid Report
- Outstanding Insurance Claims Report
In Appointment Lists – access the patient or family account, send the appointment to the pinboard for scheduling, and more:
- Recall List
- Planned Tracker
- ASAP List
- Unscheduled List
There are many others – we’d love to hear which ones you’ve found that have helped you. And if you need help with anything in the software, please reach out – we’re here for you!
Categories: Tips & Tricks