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:
Procedures are sorted in this order:
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.
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.