The main menu runs across the top of every module.
Each menu item has submenu items.
Log the current user off of Open Dental. See Security to set up user groups, users, passwords, and permissions.
User Password/Email (Change Password, Email Settings), Printers,
Database. Exit closes Open Dental.
Most setup options require the Setup Permission to access. Some submenu items are divided into categories.
Appointments: Appt Preferences, Appointment Field Defs, Appointment
Rules, Appointment Types, Appointment Views, Insurance Verification, Operatories, Recall, Recall Types.
Family/Insurance: Family Preferences, Claim Forms, Clearinghouses, Discount Plans, Insurance
Categories, Insurance Filing Codes, Patient
Field Defs, Payer IDs.
Account: Account Preferences
Treat'Plan: Treat'Plan Preferences
Chart: Chart Preferences, EHR, Procedure
Images: Image Preferences, Imaging Quality.
Manage: Manage Preferences, Email, Messaging, Messaging Buttons, Time Cards.
Advanced Setup: Computers, HL7, Replication, Show Features.
Codes, Automation, Auto Notes, Data Paths, Definitions, Dental Schools, Display
Fields, eServices, Fee Schedules, Laboratories, Miscellaneous, Module Preferences, Ortho, Practice, Program Links, Requirements Needed, Schedules,
Security, Sheets, Spell Check, Tasks.
Obsolete: Letters, Questionnaire.
A central location to manage master lists.
Procedure Codes, Allergies, Clinics, Contacts, Counties, Dental
School Classes, Dental School Courses, Employees, Employers, Insurance
Carriers, Insurance Plans, Dental Lab
Cases, Medications, Pharmacies, Problems, Providers, Prescriptions, Referrals, State Abbreviations, Sites, Zip Codes.
Standard, Graphic, User Query
Most tools require the Setup Permission to access.
Print Screen Tool,
Misc Tools (see below), Aging, Audit
Trail, Billing/Finance Charges, CC Recurring Charges, Database
Maintenance, Evaluations, Kiosk, Kiosk Manager, Mobile Synch, Pending Online Payments, Public
Health Screening, Repeating Charges, Student Requirements, WebForms, Wiki, XWeb Transactions
Misc Tools: Auto-Close Payment Plans, Clear Duplicate Blockouts, Create A to Z Folder, Merge Medications, Merge Patients, Merge Providers, Merge Referrals, Move Subscribers, Service Manager, Procedure Lock Tool, Shutdown Workstations, Telephone Numbers, and Test Latency.
Only shows if Clinics is turned on in Show Features. Use the menu to select the default clinic interface. Options available depend on security settings and the logged-on user.
Mobile Web, Patient Portal, Texting, Web Sched, eReminder, eConfirmation, Misc, eConnector Service
Alerts, Pending Online Payments.
Online Support: Go to Open Dental's Contact page where you can connect
to a support technician for assistance
Online Help - Contents: Open the User Manual Table of Contents.
Online Help - Index: Opens the User Manual Search page.
Remote Support with Code:
Enter Session Code to remotely connect with Open Dental. Session Code is provided by technical support.
Request Features: Open the Feature Request system.
Update: Check for and download new versions of Open Dental. See Updating Open Dental Versions.
About: Open the Open Dental About window.