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Clinic List

All Clinics that are currently set up show in the Clinics list. From here you can enter contact information, specialties, payment and billing addresses, and default providers. You can also reorder the list of clinics, or move patients from one clinic to another.

To open the Clinics list, in the main menu, click Lists, Clinics.

Show Hidden: Check/uncheck to display/hide 'hidden' clinics in the Clinics list.

Note: When patients or employees do not have a 'clinic assignment', they will default to the Headquarters clinic.

Add/Edit Clinics

  1. On the Clinics window, click Add or double click an existing clinic.

  1. Enter the clinic information.
  2. Click OK to save.

Below is a description of each field on the Edit Clinic window.

Is Medical: Mark the clinic as a 'non-dental' clinic. When this clinic is selected in the main menu, a non-dental interface will show. See Non-Dental Office.

Clinic ID: A system generated unique identifier that is useful for third party reporting.

External ID: A customizable identifier that can be used for mapping purposes.

Abbreviation: A clinic identifying abbreviation that will show in dropdowns and pick lists throughout Open Dental. It can also optionally show in the Open Dental title bar instead of the Description (see Miscellaneous Setup).

Description: The clinic name. It will show on statements, letters, claims, etc.

Phone, Fax: The clinic phone and fax number.

Region: The clinic's region. Customize options in Definitions, Regions.

Hide from Insurance Verification List: Determines if this clinic's appointments will show in the Insurance Verification List.

  • Checked: Include this clinic's appointments in the list.
  • Unchecked: Exclude this clinic's appointments from the list

Physical Treating Address: The address of the clinic's physical location (where treatment is performed). This address shows on the clinic's Statements.

Billing Address: The clinic's billing address. Also check 'Use on Claims' to use this address on e-claims and printed claims. It cannot be a PO Box.

Pay To Address: The address where insurance payments for this clinic should be sent. It can be a PO box.

  • In 5010 e-claims it is sent with the billing address.
  • On printed claims it overrides the billing address.

Note: For the logic that determines what addresses are sent on printed and electronic claims, see Addresses on Claims.

Speciality: Assign one or more clinic specialties. Customize specialty options in Definitions - Clinic Specialties. Clinic specialties are useful to differentiate Patient Clones.

  • Click Add, then double click a specialty to add.
  • Select a specialty, then click Remove to remove it.

Email Address: Click [...] to select the clinic's Email address. Click None to clear the field.

Bank Account Number: The default bank account number to use for this clinic's Deposits.

Default Insurance Billing Provider: Set the default provider for claims. 

  • Default Practice Provider: The default provider set in Practice Setup.
  • Treating Provider: The treating provider. See Claims, Treating Provider for logic that determines who the treating dentist is.
  • Specific Provider: A specific provider. Then click the dropdown or [...] to select the provider. Click None to clear the field.

Default Provider: Select the default primary provider when a new patient is created for this clinic.

Default Proc Place of Service: The default place of service assigned to procedures for this clinic (Procedures - Misc tab).  Usually for Public Health. This will give you accurate public health reports about the exact clinic and place of service where each procedure is performed (useful for mobile vans or nursing homes). If using mobile vans, you can also use Sites to track schools or community locations where a service is performed.

Reorder Clinics
The order of clinics in the Clinics list affects the order in other dropdowns throughout the program. By default clinics are sorted in the order they are created.

Sort Clinics Alphabetically: Check Order Alphabetical to automatically sort the clinics in alphabetical order. This will also disable the up/down buttons. Any new clinics will also be automatically sorted alphabetically.

Manually Reorder Clinics:

  1. Uncheck 'Order Alphabetical'.
  2. Highlight a clinic.
  3. Click the Up/Down arrows to move it up or down in the list.

Hide/Remove a Clinic
Hiding a clinic will remove it as a selection option in various dropdowns throughout Open Dental.

  1. On the Clinics window, double click the clinic.
  2. Check 'Is Hidden'.
  3. Click OK.

Note: When a user only has access to a single clinic, that clinic cannot be hidden until the user restriction is removed. See Security User Profiles.

Move Patients to another Clinic
Use the Move Patients tool to reassign patients to another clinic.

  1. Highlight the clinic you want to remove patients from.
  2. In the Move Patients area, click [...], then select the clinic to move the patients to.
  3. Click Move. A confirmation message will show.
  4. Click OK to move the patients.
  5. A message will indicate when the move is complete. Click Done to close.


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