Procedure Sort Order

See Notes.

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

Treatment Plan Module

  1. Priority (highest to lowest based on the order of priority options)
  2. Tooth Number (no tooth number first, then lowest to highest)
  3. Date (oldest on top, based on the Date field in Procedure Info window)
  4. None. 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.

Chart Module: In 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)

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.