The patient dashboard is a customizable view of basic patient information that can display on the right-hand side of Open Dental.

In the Main Menu, click Tools, Patient Dashboards. Select the preferred dashboard from the available options.

Only dashboards marked as Allowed for a user's User Group list in the tools menu. To create and edit dashboards, see Dashboard Setup.

If a database has more than 28 dashboards, a new window opens. Double-click a dashboard from the list to enable it.

See our QuickTip: Patient Dashboard video for a brief overview of setup and usage.

Options

To refresh a dashboard, refresh the module or right-click anywhere on the dashboard and select Refresh.

To close an open dashboard, right-click anywhere on the dashboard and select Close, or deselect the dashboard from the tools list.