All Clinics that are currently set up show in the Clinics list. From here you can enter contact information, specialties, payment and billing addresses, and default providers. You can also reorder the list of clinics, or move patients from one clinic to another.
To open the Clinics list, in the main menu, click Lists, Clinics.
Show Hidden: Check/uncheck to display/hide 'hidden' clinics in the Clinics list.
Note: When patients or employees do not have a 'clinic assignment', they will default to the Headquarters clinic.
Below is a description of each field on the Edit Clinic window.
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.
Physical Treating Address: The address of the clinic's physical location (where treatment is performed). This address hows 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.
Note: For the logic that determines what addresses are sent on printed and electronic claims, see Addresses on Claims.
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 Provider: Select the default primary provider when a new patient is created for this clinic.
Sort Clinics Alphabetically: Check Order Alphabetical to automatically sort the clinics in alphabetical order. This will also disable the up/down buttons. Any new clinics will also be automatically sorted alphabetically.
Manually Reorder Clinics:
Note: When a user only has access to a single clinic, that clinic cannot be hidden until the user restriction is removed. See Security User Profiles.
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