Automation can be used to automatically perform actions when a specific trigger occurs and condition is met.

In the Main Menu, click Setup, Automation.


See our video: Automation in Open Dental Webinar.


Note: A logged-on user's Security Permissions may affect automation. For example, if a user has permission to change a billing type, but not to restrict appointment scheduling, an automation to mark the Appointment Scheduling is Restricted checkbox when a specific billing type is selected will not occur. The PatientApptRestrict security permission is required.

Add Automation

Click Add to create a new automation, or double-click on an existing automation to edit.

Options available may change depending on the selected Trigger and/or Action.

Description: Enter the identifying name of the automation.

Trigger: Select the action that will trigger this automation. There are eight options:

Procedure Code(s): If CompleteProcedure or ScheduleProcedure is the trigger, enter the procedure codes, separated with commas (no spaces), or click [...] to select from the Procedure Codes.

Conditions (optional): Set conditions that must be met for the trigger to occur.

  1. Click Add or double-click on an existing condition.
  2. Select the condition details then click OK.
    • Field: The field that will be checked.
    • Comparison: The qualifier.
    • Text: The text that must be matched. For Billing Type click [...] to select from a billing type pick list.

    Conditions are ANDed together. In other words, they must all be true for the automation action to be fired. To handle OR conditions, create separate automations.

Action: Select the automated action that will occur when the trigger and/or conditions are met.

Sheet Def: Shows when PrintPatientLetter, PrintReferralLetter, or ShowExamSheet is selected as the Action. Select the sheet template to use. See Sheets.

Comm Type: Shows when CreateCommlog is selected as the Action. Select the default comm log type.

Message: Shows when CreateCommlog or PopUp is selected as the Action. Enter the default message.

Patient Status: Shows when Change Pat Status is selected as the Action. Enter the patient status.


Most fields that list when adding or editing a condition are self explanatory. Below are a few that need additional explanation.