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Sites 

Sites are used in Public Health and by mobile clinics to track gradeschools, nursing homes, etc. The list of sites is maintained in the Site list. Sites can be assigned to Patients and to Procedures (Misc tab). If you assign a site to a patient, it will automatically be assigned to all the patient's future procedures. Changing a site will not affect previous procedures. In Miscellaneous Setup, there is an option to show the site in the main title bar of Open Dental.

Sites should not be used to track fixed location dental offices; instead use Clinics. Clinics and sites can be used together. For example, if you have multiple mobile units, each mobile unit would be a clinic, and each location where they park to provide treatment would be a site.

  1. In the Main Menu, click Lists, Sites.



  1. Click Add or double click an existing site to edit.



  1. Enter the site details.
    Description: The site name.
    Place of Service: The default place of service on claims when this site is associated to a procedure (see Edit Claim - General tab). Click the dropdown to select.
    Provider: This provider determines the NPI number that is sent in 5010 dental e-claims when this site is associated to a procedure on the claim. To send the site's NPI number, first Create a Provider for the site, mark it as 'not a person', then assign it to the site. Click the dropdown or [...] to select, or click None to clear a selection.
    Address, City, St, Zip: The site's address, city, state and zip.
    Notes
  2. Click OK to save.

Technical Details
The site table replaces the earlier school table, most noteably in the patient.GradeSchool field, which is now patient.SiteNum and is an int foreign key rather than a text field.

Questions and Answers
Question: How can I send the site's place of service, NPI#, and address on claims?
Answer:

  1. Create a provider that is 'not a person' and for NPI enter the site's NPI.
  2. For the site:
    a: Assign the provider as the default Provider.
    b: Set the default place of service (not office).
    c: Enter the site's address.
  3. Assign the site to at least one procedure (Procedure Edit - Misc tab).
  4. Create the claim.

Note: For 5010 dental e-claims, the place of service on the claim cannot be 'office' and the site provider cannot be the same as the billing provider.

 

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