Definition Setup

Definitions allow you to customize Open Dental colors, options, and some defaults.

Definitions: Account Colors Definitions: Claim Payment Groups Definitions: Procedure Button Categories
Definitions: Account Procs Quick Add Definitions: Clinic Specialties Definitions: Procedure Code Categories
Definitions: Adj Types Definitions: Commlog Types Definitions: Prog Note Colors
Definitions: Appointment Colors Definitions: Contact Categories Definitions: Prognosis
Appointment Confirmation Status Definitions: Diagnosis Types Definitions: Provider Specialties
Definitions: Appt Procs Quick Add Definitions: Fee Colors Definitions: Recall / Unsched Status
Definitions: Auto Note Categories Definitions: Image Categories Definitions: Regions
Definitions: Billing Types Definitions: Insurance Payment Types Definitions: Supply Categories
Definitions: Blockout Types Definitions: Insurance Verification Status Definitions: Task Priorities
Definitions: Chart Graphic Colors Definitions: Letter Merge Cats Definitions: Treat Plan Priorities
Definitions: Carrier Group Names Definitions: Misc Colors Definitions: Web Sched New Patient Appt Types
Definitions: Claim Custom Tracking Definitions: Payment Plan Categories
Definitions: Claim Error Code Definitions: Payment Types
Definitions: Claim Payment Tracking Definitions: PaySplit Unearned Types

In the Main Menu, click Setup, Definitions.

Definitions are grouped by category. Click on a category and its definitions and current settings show on the right. A short description of the category and what the definitions control shows in the Guidelines area.

If a category controls list options, types, or categories, the Edit Items buttons are enabled.

Add or Edit a Definition

  1. Double click on a definition to edit it, or click Add to add a new definition.
  2. Enter or select definition information, The options available differ depending on the definition you are editing.
    • If text can be edited, the text field will be white.
    • Some definitions can be hidden/unhidden.
    • If color is an option, single click on the colored block to select a color.
  3. Click OK to save.