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Edit Clinic Window

Enter a Clinic's basic contact and preference information on the Edit Clinic window. To open, in the main menu click Lists, Clinics, then double click an existing clinic or click Add to create a new clinic.

Is Medical: Mark the clinic as a 'non-dental' clinic. When this clinic is selected in the main menu, a non-dental interface will show. See Non-Dental Office.

Clinic ID: A system generated unique identifier that is useful for third party reporting.

External ID: A customizable identifier that can be used for mapping purposes.

Abbreviation: A clinic identifying abbreviation that will show in dropdowns and pick lists throughout Open Dental. It can also optionally show in the Open Dental title bar instead of the Description (see Miscellaneous Setup).

Description: The clinic name. It will show on statements, letters, claims, etc.

Phone, Fax: The clinic phone and fax number.

Region: The clinic's region. Customize options in Definitions, Regions.

Hide from Insurance Verification List: Determines if this clinic's appointments will show in the Insurance Verification List.

  • Checked: Include this clinic's appointments in the list.
  • Unchecked: Exclude this clinic's appointments from the list

Proc code required on Rx from this clinic: Requires procedure codes be attached to printed prescriptions. Requires the global preference 'Procedure code required on some prescriptions', enabled in the Rx Setup window. Checked by default when the global preference is enabled.

Physical Treating Address: The address of the clinic's physical location (where treatment is performed). This address shows on the clinic's Statements.

Billing Address: The clinic's billing address. Also check 'Use on Claims' to use this address on e-claims and printed claims. It cannot be a PO Box.

Pay To Address: The address where insurance payments for this clinic should be sent. It can be a PO box.

  • In 5010 e-claims it is sent with the billing address.
  • On printed claims it overrides the billing address.

Note: For the logic that determines what addresses are sent on printed and electronic claims, see Addresses on Claims.

Speciality: Assign one or more clinic specialties. Customize specialty options in Definitions - Clinic Specialties. Clinic specialties are useful to differentiate Patient Clones.

  • Click Add, then double click a specialty to add.
  • Select a specialty, then click Remove to remove it.

Email Address: Click [...] to select the clinic's Email address. Click None to clear the field.

Bank Account Number: The default bank account number to use for this clinic's Deposits.

Default Insurance Billing Provider: Set the default provider for claims. 

  • Default Practice Provider: The default provider set in Practice Setup.
  • Treating Provider: The treating provider. See Edit Claim Window, Treating Provider for logic that determines who the treating dentist is.
  • Specific Provider: A specific provider. Then click the dropdown or [...] to select the provider. Click None to clear the field.

Default Provider: Select the default primary provider when a new patient is created for this clinic.

Default Proc Place of Service: The default place of service assigned to procedures for this clinic (Procedures - Misc tab).  Usually for Public Health. This will give you accurate public health reports about the exact clinic and place of service where each procedure is performed (useful for mobile vans or nursing homes). If using mobile vans, you can also use Sites to track schools or community locations where a service is performed.

Scheduling Note: Text entered here will display when the user clicks on an operatory header in the appointment schedule and this clinic is selected.

Is Hidden: Mark a clinic as hidden. This removes the clinic as a selection option in various areas of Open Dental.


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