Home User Manual Discussion Forum Search

After a Conversion: Unassigned Clinics

If using Clinics, patient assignment to a clinic determines the default clinic used for billing, claims, payments, and adjustments. During a Conversion any patients not already assigned to clinics will be assigned to a clinic named "Conv_Unassigned". We recommend identifying these patients, then assigning them to the correct clinic as soon possible after a conversion. To help you identify these patients, we provide a query in your Query Favorites: Conv - Patients in Unassigned Clinic.

In version 17.3, see Clinic List to quickly reassign patients in a hidden clinic to a different clinic.

  1. In the Main Menu, click Reports, then User Query
  2. Click Favorites.
  3. Single click on the query Conv - Patients in Unassigned Clinic then click OK to run it.

  1. For each patient listed, go the Edit Patient Information window and assign a clinic.
  2. Once all patients have been assigned correctly, you can delete the "Conv_Unassigned" clinic. In the Main Menu, click Lists, Clinics. Double click the "Conv_Unassigned" clinic, then click Delete.

Note: To run Billing for patients who are assigned to the Conv_Unassigned clinic, select the Conv_Unassigned clinic in the Billing Filter Options before creating the Billing List.

More Information: Assigning Clinics


Open Dental Software 1-503-363-5432