Clinics can be used when you have multiple locations. Once clinics are set up, you can assign clinics throughout Open Dental.
Turn on Clinics: In the Main Menu click Setup, Advanced Setup, Show Features, then check the Clinics box. Restart Open Dental.
Some Setup Tasks:
Documentation that pertains to version 15.4 and earlier only:
Patients: Every patient should be assigned a clinic on the Edit Patient Information window.
If a patient's clinic needs to change, assign the new clinic on the Edit Patient Information window. Only clinics the user has access to are options when assigning a clinic.
Main Menu, Clinics: The clinic selected under the Main Menu, Clinics will be the default clinic when performing several actions in Open Dental. Each user can have a default clinic and usually it will be selected automatically when they log on. Headquarters is the default selection for employees who do not have a default clinic. See Setting a Default Clinic.
The clinic selection determines the following:
To set the default Main Menu clinic based on the clinic that was active the last time a user logged on or a workstation was used, see Miscellaneous Setup.
Appointments and Appointment Views: Each clinic can have different Appointment Views that determine what the appointment schedule looks like (e.g. operatories, appointment information, providers, etc.) To be available for a clinic's appointment views, an operatory must be assigned to the same clinic (e.g. only operatories assigned to Clinic A can be added to an appointment view for Clinic A). See Operatory Setup to assign clinics to operatories.
If an appointment has a clinic, all procedures attached to the appointment automatically default to the same clinic.
Lab Cases: Lab cases are associated with the clinic that is assigned to the operatory the attached appointment is scheduled in. The status of lab cases (indicated in the Appointment module) will reflect the status of lab cases for the selected clinic and date. If Headquarters is the selected clinic, the status will reflect all lab cases attached to scheduled appointments in any operatory, including those with no clinic assigned. See Dental Lab Cases.
Claims: A claim's clinic will always be the clinic assigned to the procedures on the claim.
Patient Payments: The default clinic for patient payments is determined by the settting in Account Module Preferences for 'Payments Use Patient Clinic'. Checked, the clinic for patient payments will always default to the patient's clinic. If unchecked, the clinic will default to the clinic selected in the Main Menu.
Claim Payments and Adjustments: Claim payments and adjustments default to the patient's clinic. If 'unassigned', the default will be 'none'.
Time Clock: Each time clock event is associated to a clinic. When clocking in, the clinic selected in the Main Menu is assigned to the event. Subsequent clock out events use the same clinic.
Providers: When providers are restricted to clinics, in some areas only the providers available for the selected clinic will be available options. These areas include Operatory Setup, Edit Appointment window, Edit Patient Information, Adjustments, Edit Claim Window, Payment Plan, Pay Splits, Broken Appointment Procedure window, Edit Procedure window, Schedule Setup.
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