Setup Wizard

Use the Setup Wizard tool to begin initial setup of the Open Dental database.

In the Main Menu, click Tools, Setup Wizard.

Green rows indicate areas where information has been entered. Red rows indicate areas that still require input. To read a brief explanation of a setup area, click the information icon (i).

Set Up All: Click to run through the entire setup wizard.

Follow the instructions on each window to enter information, then click a button to proceed.

A welcome window will preview each setup area. A completion window will indicate when the setup information has been entered.

Registration Key Setup

Enter the Open Dental registration key and run Procedure Code Tools.

Registration Key: Click Change to open the Registration Key window. Review and agree to licenses, then enter the registration key and click OK to save.

Procedure Code Tools: This tool updates the procedure codes used in Open Dental. Click Procedure Code Tools to run the tool. See Procedure Code Tools for details.

Advanced: Click to access the Update Setup window.

Basic Feature Setup

Quickly turn on/off basic features the office may or may not use. Settings will affect all computers using the same database.

Advanced: Click to open Show Features.

Provider Setup

Enter information about providers. At a minimum enter abbreviation, first and last name, suffix, SSN or TIN (for dentists), and NPI.

Advanced: Click to open Providers Setup.

Employee Setup

Enter employee information. This information is used to create user security profiles, set up employee work schedules, and provide access to the time clock.

Advanced: Click to open Employees .

Fee Schedules

Enter office and insurance fee schedules. These will be assigned to a patient's insurance plan to accurately reflect treatment estimates.

Clinics Setup

If Clinics is turned on in Basic Feature setup, enter basic information about each clinic.

Advanced: Click to open the Clinic List.

Note: Enter headquarters information in Practice Setup.

Operatory Setup

Name operatories that will show in the appointment schedule, assign default providers and clinics, and designate specific hygiene operatories.

Advanced: Click to open Operatories.

Practice Info Setup

Enter general contact information, billing and pay-to addresses, and default providers for the practice. If Clinics is turned on, practice refers to headquarters.

Advanced: Click to open Practice Setup.

Printer / Scanner Setup

Set up print and scan options for the current workstation.

Printer Setup: All categories that allow a default printer are listed. See Printer Setup for more details about each option.

Scanner Setup: Set default options when scanning in the Images module. Click the information (i) icon for more details about an option.


Enter list options and customize categories, colors, and defaults for various windows. See: Definitions for additional options.