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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.  See Insurance Claims window.
Batch Ins:  Enter Batch Insurance Payments.
Billing:  Print or email batch statements and set billing defaults. See Billing.
Deposits:  Create a deposit and generate deposit slips. See Deposits 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, tickler lists, 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.
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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