Sheets are templates that can be customized, then used to gather and send information electronically.
In the Main Menu, click Setup, Sheets.
Sheets can include text, images, information from the database, input fields, checkboxes and radio buttons, signature boxes, and freehand drawing. Open Dental has several internal sheets that can be used for patients, or copied and edited as needed.
See our video: Sheets I: Introduction to Sheets
Internal: The original sheet templates that come with Open Dental. Cannot be edited, but can be copied.
Custom: Sheet templates that have been customized or created by your office.
Label assigned to patient button: Select a custom label to print when clicking the Label button in the Main Toolbar.
Sheet Type Filter: Select to filter the sheets list by type.
Copy: Select an internal sheet from the list on the left and click copy to create a custom version to edit.
Defaults: Click to open Sheet Def Defaults window.
Tools: Click to open Sheet Tools Import / Export window.
New: Create a new blank custom sheet.
Duplicate: Highlight a Custom sheet in the list and click Duplicate to create a new copy. For example: duplicate a custom letter sheet to create a second version that can be customized with a different body of content.
If you have existing forms you would like to convert to sheets, but don't have the time or expertise to set them up, we can help. At this time, we do not have a library of forms to pick from, so you will need to supply the wording. Usually the entire original paper form is enough. The process may involve converting backgrounds to an image. If you can supply a native program file (e.g. a Word document or PDF, not a scanned image), the setup cost may be reduced.