Procedure Sort Order

Below is a description of how procedures are sorted in various areas of Open Dental.

In the Chart Module, with the default Chart View, items are sorted in this order:

  1. Date (oldest on top)
  2. Type (task, procedure, sheet, etc.)

Procedures are sorted in this order:

  1. Date (oldest on top)
  2. Status (treatment planned procedures show before completed procedures)
  3. Priority (highest to lowest based on the order on priority options)
  4. Tooth number (no tooth number first, then lowest to highest)
  5. Procedure Code (CDT code lowest to highest)

Treatment Plan Module
Treatment Plans will always sort by Priority first (highest to lowest based on the order of priority options). Then procedures will be sorted within the priorities using the following:

If Sort by - Tooth is selected:
Tooth Number (no tooth number first, then lowest to highest)

If Sort by - Order Entered is selected:
Date (oldest on top, based on the Date field in Procedure Info window), then order entered.

Note: It does not sort by procedure code. If two codes have the same priority, tooth number, and date then the order is random. It may be in the order charted but it may not. The order could even change.

Account Module

  1. Date (oldest on top)
  2. Tooth number (no tooth number first, then lowest to highest)
  3. Procedure Code (CDT code lowest to highest)

Claim

It may be helpful to create a custom chart view that shows the columns in the order they are sorted. Priority is very handy to add to the chart view when there are sorting questions.

Open Dental does not sort procedures charted on the same day chronologically by time (e.g. procedures earlier in the day do not necessarily show before procedures completed later in the day). This may be challenging for practices that desire this (e.g. practices that do dentures).

Finalize Insurance Payment - procedures attached to the payment. On the Insurance Payment (EOB) window the default order of procedures attached to the payment is random; there is no order. Manually reorder items using the up/down arrows.