Originally published 9/12/2019. Updated 10/10/2024.
The ability to customize many aspects of Open Dental allows you to tailor the software to fit the needs of your practice. Once you’ve done the work of customizing, it’s great to be able to share that with your other locations, or fellow Open Dental users. This post will discuss the different ways you can share Open Dental information using the Import & Export tools within the program.
Sheets
While there are many built-in sheets ready for use in Open Dental, it takes time to customize it to your practice, especially if you’re creating a sheet from scratch.
By exporting and importing sheets, you can quickly and easily share your hard work with an Open Dental friend or another practice location!
Go to Setup, select Sheets, then click Tools. Export your amazing sheet or import one from a friend.
TECH TIP: Use this same tool to share Chart Layouts as well! Patient Dashboards can also be shared but the process is slightly different. To export or import Patient Dashboards, go to Tools, select Patient Dashboards, choose Dashboard Setup, then click Tools.
Medications List
There are so many medications out there, and even more generic ones. It takes time to build a new list from scratch, so share your carefully cultivated medications list with other Open Dental users.
Go to Lists, Medications. Export your current list, or import a list you got from another Open Dental office.
Fee Schedules
Using the same fees at more than one location? Save data entry time by sharing your fee schedules.
Go to Lists, select Procedure Codes, then click Fee Tools. Export your fees or import the fees your other location sent you.
CEMT Patient Transfer
For CEMT users: If you need to move a patient’s record from one location to another you can utilize the CEMT Patient Transfer tool.
The CEMT Patient Transfer tool allows you to export and import basic patient demographic information between locations. Watch a short video or take a look at our manual page for more on how to use this tool.
If you have any questions using the import or export tools we’ve described here, please feel free to contact us – we’re here for you!
Information in this post reflects features available in Open Dental Version 24.1. For the most up-to-date information, please visit our manual.