Main Menu

The Main Menu runs across the top of the main window and is always visible.

Each menu item has submenu items. You must click onto a menu item because Window F10 functionality is disabled in Open Dental.

Log Off:

Log the current user off of Open Dental. See Security to set up user groups, users, passwords, and permissions.

File

User Password, User Email Address, User Settings, Printers, Graphics, Choose Database. Exit closes Open Dental.

Setup

Most setup options require the Setup Permission to access. Some submenu items are divided into categories.

Appointments: Appt Preferences, Appointment Field Defs, Appointment Rules, Appointment Types, Appointment Views, ASAP List, Confirmations, Insurance Verification, Operatories, Reactivation, Recall, Recall Types.

Family/Insurance: Family Preferences, Claim Forms, Clearinghouses, Insurance Blue Book Setup, Insurance Categories, Insurance Filing Codes, Patient Field Defs, Payer IDs.

Account: Account Preferences

Treat'Plan: Treat'Plan Preferences

Chart: Chart Preferences, EHR, Procedure Buttons

Images: Imaging Preferences, Imaging Devices, Scanning, Mounts.

Manage: Manage Preferences, E-mail, Messaging, Messaging Buttons, Time Cards.

Advanced Setup: Computers, Generic HL7, FHIR, Replication, Show Features.

Others: Alert Categories, Auto Codes, Automation, Auto Notes, Data Paths, Definitions, Dental Schools, Display Fields, Enterprise, Fee Schedules, Fee Schedule Groups, Laboratories, Miscellaneous, Module Preferences, Ortho, Practice, Program Links, Quick Paste Notes, Reports, Requirements Needed, Schedules, Security Settings, Add User, Sheets, Spell Check, Tasks, Web Forms.

Obsolete: Letters, Questionnaire.

Lists

A central location to manage master lists.

Procedure Codes, Allergies, Clinics, Contacts, Counties, Dental School Classes, Dental School Courses, Discount Plans, Employees, Employers, Insurance Carriers, Insurance Plans, Lab Case, Medications, Pharmacies, Problems, Providers, Prescriptions, Referrals, State Abbreviations, Sites, Zip Code List.

Reports

Standard, Standard Favorites, Graphic, User Query, Query Favorites Favorites, Unfinalized Payments

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Tools

Most tools require the "Setup" Permission to access.

Screen Snipping Tool (opens Windows Snip & Sketch), Print Screen Tool, Misc Tools (see below), Aging, Audit Trail, CareCredit Transactions (only displays when CareCredit is enabled), Billing/Finance Charges, CC Recurring Charges, Database Maintenance, Evaluations, Kiosk, Kiosk Manager, Late Charges, Mobile Synch, Ortho Auto Claims, Patient Dashboard, Patient Portal Transactions, Pending Online Payments, Public Health Screening, Repeating Charges, Mass Email, Setup Wizard, Dental School Requirements Needed, Web Forms Feature, Wiki, Zoom.

Misc Tools: Auto-Close Payment Plans, Clear Duplicate Blockouts, Database Maintenance Pat, Create A to Z Folder, Merge Discount Plans, Merge Image Categories, Merge Medications, Merge Patients, Merge Providers, Merge Referrals, Move Subscribers, Patient Status Setter, Service Manager, Shutdown Workstations, Telephone Numbers, and Test Latency.

Clinics

Only shows if Clinics is turned on in Show Features. Use the menu to select the default clinic interface. Options available depend on security settings and the logged-on user.

eServices

eServices Setup

Alerts

Alerts.

Help

Online Support: Go to Open Dental's Contact page where you can connect to a support technician for assistance and troubleshooting.

Online Help - Contents: Open the User Manual Table of Contents.

Online Help - Index: Opens the User Manual Search page.

Training Videos: Opens the Webinars and Tutorials web page.

Query Monitor: Opens the Query Monitor window to allow real-time monitoring of queries to the MySQL database.

Payload Monitor: Open the Payload Monitor window. Only available for Middle Tier users.

Note: Only the Payload Monitor or Query Monitor will show, depending on whether Middle Tier is enabled.

Request Features: Open the Feature Requests system.

Support Status: Opens the Support Status window to see if your office is currently signed up for Monthly Support.

Update: Check for and download new versions of Open Dental. See Update.

About: Open the About.