In Clinics, click Add, or double-click an existing clinic to edit.

Enter the general contact and billing information for the Clinic.

Basic Details

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.

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, 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

Proc code required on Rx from this clinic: Determines if this clinic is required to add a procedure code to prescriptions. This option is only available if Procedure code required on some prescriptions is checked for the prescription in the Rx / Prescriptions List. Useful for clinics in states that require a procedure code on prescriptions (e.g., Ohio).

• Checked: Requires printed prescriptions to include a procedure code.
• Unchecked: Do not require a printed prescription to include a procedure code.

Email Address: Click [...] to assign the clinic's default Email Address. Click None to clear the field. If using eServices that utilize email notifications (e.g., Automated Messaging, Patient Portal, or WebSched), an email address must be assigned to the clinic. This email address will be used in patient communication for eServices for this clinic.

Email Sender Alias Override: Enter an email alias for the clinic (i.e., email address as displayed to patients).

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

Scheduling Note: Text entered here will display when the user clicks on an operatory header in the appointment schedule and this clinic is selected.

Time Zone (additional info for FHIR):

Is Hidden: Mark a clinic as hidden. This removes the clinic as a selection option in various areas of Open Dental.

Address and Specialty Tabs

Enter the default clinic address used on statements, sheets, etc., and the billing address used on claims. Also, assign clinic specialties. For more information on which clinic address, practice setup address, and phone number is used on claims, see Claim Addresses.

Physical Treating Address: Enter the address of the physical location where treatment is performed. This will be used as the treating address on claims and the clinic address on statements.

Billing Address: Enter the billing address used on claims if different than the physical treating address. Check Use on Claims to use this address as the billing address on claims. If checked, the address cannot be a PO Box for e-claims.

Pay To Address: Enter the address where insurance payments will go if different than the physical treating address. This can be a PO Box. It will be used as the billing address on claims. If the billing address is also entered, and Use on Claims is checked, the pay to address is sent with the billing address on e-claims but overrides the billing address on printed claims.

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

• To assign a specialty to this clinic, click Add.
• To remove, select the specialty and click Remove.

Other Details

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 Claim, 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 Proc Place of Service: The default place of service assigned to procedures for this clinic (Procedure - 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.

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

Default Billing Type: Option to set a clinic-level default billing type, or use global preference set in Practice Setup.

Auto receive claims with no assignment of benefits: Option to set a clinic-level override of the Auto receive claims with no assignment of benefits Preference.

Always Assign Benefits to the Patient: Determines assignment of benefits preferences.

• Checked: Claims of the selected clinic will always assign benefits to the patient and never to the provider, regardless of the subscriber's settings on the insurance plan.
• Unchecked: Claims of the selected clinic will follow the subscriber settings in the Insurance Plan.