Update Provs on Future Appts
In Operatories, click Update All.
The Update Prov on Future Appts tool changes the provider, hygienist, and clinics (if applicable) on all future appointments. This is useful when you change an operatory's provider or hygienist, or after a final conversion. It follows typical provider logic.
For each operatory, make sure the operatory provider and hygienist are set correctly. See Operatories.
If using schedules, ensure the provider is assigned to the correct operatories under Setup, Schedules.
When the warning prompt appears, click Yes to start running the tool.
A Done message will indicate when the tool is finished running. Click OK to close.
After a Final Conversion, future hygiene appointments may have the hygienist assigned as the primary provider. Once providers and operatories are setup, you should update appointment providers to match operatory providers.
Versions 17.1 and later: Run the Update Prov on Future Appts tool for each operatory.
Versions 16.4 and earlier: Contact Open Dental. We will run a query to change these appointments to the dentist and hygienist assigned to the appointment's operatory.