Open Dental Setup

Below are links to all setup options available in Open Dental. To address network and computer issues, see Network and Computer Setup.

Before you enter patient information, we recommend reserving some time to set up defaults, options, and features. Many setup tasks are optional, but others will help your use of Open Dental. To get started, we recommend using the following checklists.

Setup Wizard: A quick way to enter basic setup information.

From the Setup Menu

Appointments

Family/Insurance

Account: Set defaults for the Account module.

Treat'Plan: Set defaults for the Treatment Plan module.

Chart

Images

Manage

Advanced Setup

Other Setup Menu Items

Accessed via the File Menu

Master Lists (Lists menu)

Enter items as you go or all at once.

eServices

Set up eServices

Miscellaneous

Dental Schools

Obsolete