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Using Mobile Web

Once you are signed up for Mobile Web and have set up user security requirements, you can access Mobile Web using any supported internet browser.

Notes:

  • Versions 17.1 and greater filter information by clinic.
  • In earlier versions, information is not filtered by clinic or provider. All appointments, patients, and pharmacies will show.
Log On

To log on, users must have the Mobile Web Permission and a 'strong' password. See Security to change user settings.

  1. Enter the Mobile Web Hosted URL. To find the URL, see Mobile Web Setup.
  2. Enter your Open Dental user name and password.
  3. Press Login.

Hint: Check the Remember User Name checkbox to remember the user name the next time you log on.

After five failed log-on attempts in a row, a user will temporarily be locked out of the account for five minutes or until a user with Security Admin privileges manually unlocks the account (See Security User Profiles).

Home Screen

The Home screen is the central location for accessing appointment, patient, pharmacy, and operatory information. Press an option to access.

In the upper right corner of every screen, press the down arrow to open an additional menu. 



  • Home: Return to the home screen.
  • Refresh: Refresh content.
  • Clinic (): Only an option if the user has access to multiple Clinics. Select from a list of clinic options (see below). Only clinics that have Mobile Web enabled and to which the logged-in user is associated are options. The default clinic is the clinic the user last interacted with, or, if no recent interaction, the first clinic listed that they have access to. Patients and appointments in the Mobile Web will be filtered by the selected clinic.
  • Logout: Close out of the mobile web.
  • Click outside of the additional menu to close it without selecting an option.

Press Clinic to choose a different clinic. Headquarters will always list. Sample Select Clinic window:

Add an Appointment

Appointments can be added from the Operatories module.

  1. In the Home Screen, press Operatories. The first operatory in the list will load. To select a different operatory, press the down arrow to the right of the operatory name (Room 1 in this example) or swipe left/right.



  1. Press an empty time slot and select a start time. Time increments can be changed in Setup, Appointments, Appointment Views.



  1. Enter the appointment information.



  1. Press Select patient to choose the patient from the Search menu. Set the appointment status, confirmation status, provider, hygienist, duration, appointment type, and any appointment notes.
  2. Press Save to schedule the appointment, or Cancel to go back to the operatory without saving.
Appointments

When you first press Appointments, all scheduled appointments for today show. The appointment color is based on provider (Provider List), Appointment Type, or LateColor.

  • Select an appointment to view appointment details.
  • Press the arrows to the left/right of the date to move back (<) or forward (>) one day. 
  • Press the Calendar icon to select a different date from a calendar or additionally filter by provider.
  • Press < in the top left corner to move back one screen.

 

Sample Calendar: To additionally filter appointments by a provider, press All Providers and select one. Press OK to close the calendar.

Appointment Details: Select the appointment to view appointment details.

Patients

All active patients in the database are searchable. They are sorted by last name and filtered by clinic (if using). When you first press Patients, no patients will show. 

  • To list all patients, leave the Search field blank and press the magnifying glass.
  • To search for a specific patient, enter first or last name, then press the magnifying glass to return matching results. 
  • Press < in the top left corner to move back one screen.

 

Patient Details: Select a patient to view more details (contact information, appointment history, allergies, and prescriptions). 



  • Phone numbers and email address are blue. Press the number to call phone numbers or press the email address to generate an email.
  • Press an appointment to view appointment details.
Pharmacies

Press Pharmacies to view a list of all pharmacies and contact information as entered in Lists, Pharmacies.



  • Select a pharmacy to view pharmacy details (address, phone, fax, and notes).
  • Press < in the top left corner to move back one screen.

 Pharmacy details: Phone numbers that can be called are blue. Press the number to call.

Operatories

Press Operatories to view a list of all operatories and their scheduled appointments as set up in Setup, Appoinments, Operatories. The first operatory in the list will open by default.



  • To change operatories, press the operatory name or swipe left/right.
  • To move an appointment, press the appointment, then the move icon in the menu bar . Select a new time slot and start time or press the red X to cancel. Swipe left/right or press the down arrow to move an appointment to another operatory.
    • Appointments moved using Mobile Web will automatically apply Time Asked To Arrive without a prompt. Provider/hygienist and appointment length are not changed.
    • Appointments moved to or from a Prospective Operatory will automatically update the patient status accordingly.
    • The appointment's confirmation status is reset to the default when an appointment is moved to another day and the confirmation status was previously changed from the default in Open Dental.
  • To view appointment details, press the appointment, then the view appointment icon . The Appointment Details window will open.
  • To delete an appointment, press the appointment, then the trash icon . Press Yes to confirm or No to cancel.

 

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