Scheduled Processes

In the Main Menu, click Setup, Advanced Setup, Scheduled Processes.

Scheduled Processes allow certain updates to be performed regularly, at a designated time. Typically these should be scheduled for after hours to avoid disruption of normal program function as these tasks can be server intensive.

The main grid displays any currently existing scheduled processes. Double-click to edit.

Add: Click to create a new scheduled action.

Logic

Ins Batch Verify

When verifying insurance, Open Dental will use the 271 file from the carrier. Patients whose insurance information matches the 271 will be removed from the Insurance Verification list. Patients who do not match the 271 will remain on the list and their status will be updated.

When compared to the 271, Open Dental considers the following: