Does your practice sell specialized mouthwash, toothpaste, toothbrushes, or other retail items? Read on to see how to quickly add them to patient accounts with a just few clicks.

Step 1: Create retail items as procedure codes.

Add each retail item as a procedure code in Open Dental. This allows items to be easily added to the patient’s account for prompt payment and tracked as needed in reports.

Step 2: Add the item as an Account Proc Quick Add

Add the retail item procedure codes to the Account Procs Quick Add category in Definitions. Add a new entry for each item you want quick access to. The name is what will appear in the Quick Procs list in the Account Module and the procedure code is what will apply onto the account when selected.

Step 3 (Optional): Set up Sales Tax

Many states require sales tax on retail items. Sales Tax can be automatically added to retail items, or you can manually include sales tax as needed.

Step 4: Sell the Items

As patients purchase retail items, simply add them to the patient’s account and then take payment as you normally do.

Retail items are easy to add to the patient’s account and, because they are procedure codes, can be tracked easily in Standard Reports.

Want to know more about retail items or sales tax? Give us a call! We’re here to answer your questions.

Information in this post reflects features available in Open Dental Version 24.2. For the most up-to-date information, please visit our manual.