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Manage Module 

The Manage module contains miscellaneous management functions that don't apply to any single patient.

Also see Manage Module Table of Contents and Webinars.

Daily Section
Send Claims: Send, print, and manage Insurance Claims.
Batch Ins: Enter Batch Insurance Payments.
Billing: Print or email batch statements and set billing defaults. See Billing.
Deposits: Create a Deposit and Deposit Slips.
Supply Inventory: Track suppliers, supplies, orders, and equipment. See Supply Inventory.
Tasks: Set up task lists and create tasks for office communication, reminders, appointment lists, patient lists, etc. See Task Lists and Tasks.
Backup: Use Open Dental's manual Backup and Restore Tool.
Accounting: Set up a chart of accounts and track expenses, income, assets, liabilities and equity. See Accounting.
Email Inbox: Launch the Email Inbox.
ERAs: Process ERAs (electronic EOBs).
Import Ins Plans: Only visible when Public Health is turned on. This is a very specific function for importing 834 files. Importing Benefit Enrollment and Maintenance Files (834 files).

Time Clock
Employees can use the Time Clock to clock in/out of work. 

  • Define pay periods and any rules (e.g. for overtime or differential pay) in Time Card Setup.
  • Manage: Manage employee time cards, calculate daily/weekly totals, and run reports. See Time Card Management
  • View Time Card/View Breaks: Employees can view or edit their time card and breaks. See Editing Time Cards.

Send internal text, light and sound messages to all workstations in the office. See Internal Messaging.


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