Patient Dashboard

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

In the Main Menu, click Tools, Patient Dashboards, Dashboard Setup.

Alternatively, if a database has more than 28 dashboards, in the Main Menu, click Tools, Patient Dashboards, Setup.

See our QuickTip: Patient Dashboard video for a brief overview.

User Group: For a user to be allowed to access to a dashboard, they must be assigned to a user group that has a dashboard marked as Allowed. The SecurityAdmin permission is required to allow user group access.

Set All: Click to mark all custom dashboards as allowed for the selected user group.

Internal: Lists the original sheet template that comes with Open Dental. This sheet cannot be edited, but can be copied.

Custom: Lists customized templates that have been created by your office.

Allowed: Select each dashboard that you wish the selected user group to have access to. Allowed dashboards will be marked with an X.

Copy: Click to copy the internal sheet to be customized.

Tools: Click to Import or Export a patient dashboard sheet. Useful for sharing saved layouts with other Open Dental databases.

Double-click a custom dashboard to edit the layout (see below).

Select a Dashboard to Show

To show the dashboard, select your preferred layout from Tools, Patient Dashboards. Only dashboards marked as Allowed will list.

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

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

Editing

Double-click a dashboard in the Custom column to edit it.

For more information on editing the sheet, see Sheet Field Types.

Below is an example of the patient dashboard using the internal sheet.