Enterprise Setup

In the Main Menu, click Setup, Enterprise.

Many of these settings appear in other locations in Open Dental, but changes in either place will reflect globally. Enterprise Setup must be turned on in Show Features.

Note: Some grayed out options can only be enabled via a query. Others can be set elsewhere in Open Dental. See details below. Contact Support for assistance.


Account Tab

Aging calculate monthly instead of daily: Check to have aging calculated on a monthly basis. This is an old method that was retained for backwards compatibility. It is not recommended. If selected, you must manually update aging by running the aging tool (see below). Aging in a patient's Account will be based on the last calculated date. The last calculated date will also be the default in the Aging of A/R report, though can be changed.

Aging for enterprise Galera cluster environments using FamAging table: Only used by enterprise organizations that use Galera cluster environments to prevent possible deadlocks when running Aging. Must be set from Miscellaneous Setup.

Aging Report Show Age Pat Payplan Payments: If enabled, a checkbox will be added to the Custom Aging Report window to age patient payments to Payment Plans. Additional Payplan logic settings can be found in Account Module Preferences, Misc Account tab.

Aging Service Time Due: Time of day aging will be calculated. Aging will run during a block of time starting at the time set.

Patient Payments Use: Determines the default clinic for patient payments (Payment window). There are three options.

Payments prompt for Payment Type: Determines whether or not a payment type is automatically selected when entering a patient payment.

Auto-split payments preferring: Determines the logic for automatic paysplit allocation suggestions when entering patient payments.

Show all transactions since zero balance: Check to include all transactions since the last zero balance for statements generated from Billing.

Claim Identification Prefix: Change the default format of the claim ID. This number is assigned to a claim using the prefix selected, then adding an auto-generated claim number. Useful for internal tracking of claims. Click Replacements to select a prefix.

Receive Reports by Service: Determines the method used to receive clearinghouse reports.

Receive at an Interval: Set a time interval, in minutes, to automatically check the clearinghouse server and download new reports. Only values between 5 and 60 are allowed. 30 is the default.

Receive at a set time: Set a specific time to check the clearinghouse server and download new reports. Time will auto correct itself to valid format (e.g. 1:00 AM)

Enforce Valid Paysplits: Determines whether or not users are forced to allocate patient payments to procedures and unearned income. See Payment Preferences for more details.

Enforce Valid Adjustments: Determines whether clinic and provider of adjustments match clinic and provider of attached procedures. Also determines whether attaching adjustments to procedures is required or optional. Setting will only apply when adding new adjustments or editing existing adjustments.

Note: Attaching adjustments through the Procedure Edit Window will always assign the procedure clinic and provider to the adjustment.

Hide paysplits from payment window by default:

Pay Plan Charge Logic: Determines how charges and credits for Patient Payment Plans show in the patient account ledger and whether they affect balances, aging, and reports.

Max number of statements per batch (0 for no limit): Enter the maximum number of statements that will be considered a batch when sending statements via the Billing List. Enter 0 to set no limit. Useful for large offices that send many statements.

Show progress when sending statements: Determines whether or not a progress bar shows when sending statements via the Billing List.

Advanced Tab

Passwords must be strong:

Strong passwords require special character:

Force password change if not strong:

Lock includes administrators: Lock limitation applies to Admin user group. See Security Lock Dates.

Automatic logoff time in minutes (0 to disable): Set the number of minutes before idle users are automatically logged off. Setting "0" will disable this function.

Manually enter log on credentials: When checked users will have to type their username and password to log on. If unchecked username can be selected from the list.

Global Lock: Global lock dates prevent editing of old items and are the only way to prevent backdating of new items.

DBM Disable Optimize:

DBM Skip Check Table:

Clinics (multiple office locations): See Clinics. Must be enabled from Show Features.

Disable signal interval after this many minutes of user inactivity:This setting is only valid if you have entered a value for Process Signal Interval below. Enter the minutes of workstation activity that will cause Open Dental to stop sending automatic signals to refresh information. We recommend setting a value similar to the value of any auto log off options for Open Dental or Windows (see Global Security Settings). Disabling the signal during workstation inactivity can prevent errors due to lack of network access (e.g. the server is down). Once the workstation becomes active (e.g. with a mouse click or mouse movement), the signal will resume at the set intervals (see above). Leave the field blank if you do not want to disable the signal during periods of inactivity.

Process signal interval in seconds. Usually every 6 to 20 seconds:The interval, in seconds, that Open Dental will automatically refresh the Appointments module, task lists, and text notifications. Usually the value will be 6 to 20 seconds. Leave the field blank to disable auto-refresh. See Refreshing Data.

Note:
  • If a workstation has a network access issue when it sends a signal, you will receive an Unhandled Exception error. We recommend clicking Quit, then restarting Open Dental.
  • A value must be entered when using the Kiosk Manager feature.

Patient Select:

Appts Tab

Appointments require procedures: Determines whether or not new appointments must have procedures attached.

Force op's hygiene provider as secondary provider: Determines the default hygienist when scheduling an appointment in an operatory.

Enterprise Appointment Lists: Preference to reduce unnecessary server traffic.

Do not default to 'None' Appointment View when other views are available:

Family Tab

Super Families: Turn on Super Family features.

Patient Clone: Turn on Patient Clones. Useful for orthodontist offices who want to track production and income separately.

New patient clones use superfamily instead of regular family:

Claim Snapshot Enabled: If checked, snapshots of claim procedures are created when a claim is created.

Snapshot Trigger: Only visible if Claim Snapshot Enabled is checked. Determines when a Claim Snapshot is created.

Service Run Time: Only visible if Claim Snapshot Enabled is checked. Determines time of day OpenDentalService should create Claim Snapshot.

Reports Tab

Use separate reporting server: A report server can be useful to large offices to prevent lockups and slowness in a live database. See Report Server.

Direct Connection

Middle Tier: