Clinic

In Clinics, double-click an existing clinic, or click Add to create a new clinic.

Use the Edit Clinic window to enter basic contact and preference information for Clinics.


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, 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.

Proc code required on Rx from this clinic: Requires procedure codes to show on printed prescriptions. This option is only available if Procedure code required on some prescriptions is checked for the prescription in the Rx / Prescriptions List.

Proc code required on Rx from this clinic: Determines if this clinic is required to add a procedure code to prescriptions. See Rx / Prescription for all setup steps. Useful for clinics in states that require a procedure code on prescriptions (e.g. Ohio).


Address Tabs

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.

Note: For the logic that determines what addresses are sent on printed and e-claims, see Claim Addresses.


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


Other Details

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 Deposit Slip.

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

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 (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.

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

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