Display Fields

This feature lets you customize which fields of information show in various areas, field size, and the order in which they show.

  1. In the Main Menu, click Setup, Display Fields.

    Each category refers to a specific area:

    • Account Module: Columns in the Account Module, Patient Account area.
    • Account Patient Information: Display a patient information area in the Account Module. This area will not show at all if no fields are listed under Fields Showing.
    • Appointment Bubble: The popup bubble that shows when you hover over an appointment in the schedule.
    • Appointment Edit: Columns in the Procedures on this Appointment grid, in the Edit Appointment Window.
    • Chart Patient Information: Columns in the Chart Module, Patient Info area.
    • Family Recall Grid: Columns in the Family Module, Recall area.
    • Ortho Chart: Columns that show in the lower grid on Ortho Chart window. This setup is different than other display fields. See Ortho Chart.
    • Outstanding Ins Report: Customize the columns that show when the Outstanding Insurance Claims Report is run.
    • Patient Information: Rows in the Family Module, Patient Information area.
    • Patient Select: Columns in the Select Patient Window.
    • Procedure Group Note: Columns in the Procedures List when adding a Procedure Group Notes.
    • Recall List: Columns in the Recall List.
    • Statement Main Grid: Columns in the StatementMain grid when Customizing a Statement Using Sheets.
    • Treatment Plan Module: Columns in the Treatment Plan Module, Procedures list, on saved and printed Treatment Plans, and in the TreatPlanMain grid when Customizing Treatment Plans Using Sheets.

    Chart Module progress notes can be customized using the Show tab.

  2. Double click a category to customize the information that shows.
  3. Select which fields to show by moving fields between Available Fields and Fields Showing. Highlight the fields then click the left or right arrows in the middle of the window.
    • Fields Showing: All fields currently showing in the category.
    • Available Fields: A list of fields that can be added to the category. Fields will vary depending on the category. For a description of some fields, see Available Fields below.
    • Set to Default: Return all Fields Showing to the default. This will remove any fields that have been added.
  4. Double click on a Fields Showing field to change its properties.

    Internal Name: The name of the field in Open Dental code. This value cannot be changed.

    New Description: The label that will identify this field in the interface.

    Minimum Width: A fixed minimum column width based on the New Description length.

    Column Width: The maximum allowed width of the column. This is designed to allow the Language translation feature to work better when foreign words are longer.

    Click OK to save.

  5. To change the order of fields, click the up/down arrows.
  6. Click OK to save.

We continue to expand this feature by adding more grid types and more column fields. If there are other grids or fields that you are interested in, please submit a feature request.

Available Fields

Most fields that list under Available fields are self explanatory. Below are a few that need additional explanation.

ABC0: Indicate the patient's credit rating or other personal attributes discreetly in the Patient Information grid.

Signed: Indicate when an item has been electronically signed (e.g. procedures, consent forms).

Pat Fields: Adds all Custom Patient Fields.

Broken Appts: Display the number of broken appointments a patient has. The count is based on the broken appointment procedure (DD986) if it exists in the Procedure Code List, or if it doesn't exist, adjustments with a broken appt type.

Patient Portal: Indicates if patient has been granted access to the Patient Portal. Double click this field to Grant Access or generate new passwords. Granting Access to the Patient Portal

Tobacco Use: Indicates a patient's tobacco use history (up to three of the most recent assessments). Can only be added to ChartPatientInformation. Double click to open the Tobacco Use window and assess status. Tobacco Use and Interventions

Pat Restrictions: Lists restrictions associated to the selected patient, such as appointment scheduling in the Edit Patient Information Window.

Referral: Show referral cells in the Family module, Patient Information area when patient has a referral source (to, from, or custom). The label for custom referrals is determined by the New Description text. The Referred From and Referred To labels cannot be changed.

ClinicDesc: The clinic description set.

Clinic: The clinic abbreviation.

DPlan: Indicates the discount amount in the Treatment Plan module when a patient has a Discount Plans.

Invoice Number: Invoices automatically generate a unique invoice number. Use the invoice number to search for the associated patient in the Patient Select window.

Allowed: The PPO fee for PPO plans or the allowed fee for out of network plans.