Add individual patients or families to Open Dental as needed.

In Select Patient, click Add Pt.

Add Pt: Click to add an individual patient. A last name must have already been searched before the Edit Patient Information window opens. This is to avoid duplicate patient accounts.

Add Many: Click to Add Family.

When adding a new patient from the Select Patient Window, the following fields carry over:

• First Name
• Last Name
• Birthdate (mm/dd/yyyy)

Existing Family

To add a new patient to an existing family:

In the Family Module, select an existing patient in the family.

In the Toolbar, click Add. Enter patient details on the Edit Patient Information window.

When adding a new family member, the following fields carry over from the currently selected family member:

• Wireless Phone
• Work Phone
• Email
• Text Message OK status
• Appt Text status