Main Toolbar

There is a common toolbar at the top of the Open Dental regardless of which Module you are in.

Select Patient: Select patients or create new patient records.

Commlog: A general purpose log of all patient communications.

Email Message Edit: Click the main button to send an email to the patient. Click the dropdown to select a referral attached to the current patient to send an email to.

WebMail: Send secure WebMails.

Text Message: Click the main button to send a text message to the selected patient. If using Integrated Texting, click the dropdown to open the Text Messaging inbox and view received and/or sent messages. This button is only enabled if text messaging is enabled.

Letter: Click the main button to create a patient letter. Click the dropdown to create a referral letter or to merge letters.

Patient Forms: View, add, or edit electronic patient forms.

Task: Send a task about the current patient to a specific task list. Total number of new tasks show as a notification in orange. Click the dropdown to view new tasks for the logged-on user, including task lists the user is subscribed to and task reminders.

Note: The task count includes Task Reminder only when Repeating Task Lists (Legacy) is disabled.

Labels: Click the main button to create a patient mailing label. Click the dropdown to select other label formats, labels for insurance carriers, and labels for referrals.

Popups: Set up automatic messages that pop up every time you open a patient's record.