Using Open Dental (Converted Database)

Getting to know the ins and outs of Open Dental will take some time. Because Open Dental is flexible, you have many choices in how you use the software and which features you implement. Below are recommendations for how to begin using Open Dental after a data Conversion.

Note: The data that is converted will depend on your prior software. See Data Converted by Software Vendor for a detailed list.

Setup

Before entering patient data, set time aside to address HIPAA issues and set up Open Dental for your practice.

Resources

Patient Information and Appointments

We recommend starting with patients who have an upcoming appointment. You will need to verify that information is accurate and complete.

Before the scheduled appointment: Verify that each patient's information is accurate and complete.

During the appointment

Font Desk

Daily tasks

End of Day Reports: Most offices run the reports below at the end of the day. These reports can be run by provider, by clinic, and other optional criteria.

Other Useful Features

Manage Appointments

Open Dental has several tools you can use to manage appointments and keep your schedule full, thus keeping your production high. See Appointment Lists.