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EHR Webinar: Health Information Exchange

The EHR series covers how to use Open Dental EHR.  To register for a live webinar, or view a prerecorded version, see Webinars.

EHR: Summaries of Care
10 minutes + Q&A

This webinar explains how to provide summaries of care to patients and other providers.


  • Information that is required to generate a summary of care:
    • Patient name, address, phone, birthdate
    • Provider name, NPI
    • Practice name, address, phone
  • Electronic transmissions (part 2), requires setting up a secure way to send them to other providers. You have two options:
    • Send directly from Open Dental using Encrypted Email. This requires obtaining, installing, and sharing email security certificates.
    • Contract with a Health Information Service Provider (HISP) to perform authentication, encryption, and trust verification on your behalf. You can then export summaries of care and use the HISP to send securely.

Providing a Summary of Care (to portal/patient)

Sending a Summary of Care Electronically


Watch the webinar:
To enter full screen mode, click the lower right corner when the video is playing.


Visit our YouTube page to see all the webinars we offer in one place.


Open Dental Software 1-503-363-5432