The clinics feature is useful when there are multiple locations and one database.
In the Main Menu, click Clinics.
The clinics feature keeps information separated by clinic / location.
Use this menu to select the clinic. Only clinics the logged-on user has access to are listed as options. To set the default main menu clinic when logging on, see Miscellaneous Setup, Track Last Clinic by.
The clinic selection determines the following:
When setting up clinics, do the following:
Clinic selection: Below are some helpful guidelines about the clinic options available for selection in various areas of Open Dental.
Operatories: If an operatory has a clinic set, all appointments scheduled in that operatory are automatically assigned that clinic. If an operatory has no clinic, the appointments will be assigned the patient's clinic. Operatories
Claims: To ensure claims are always credited to the correct clinic, follow these guidelines.
Patient Payments: The default clinic for patient payments is determined by the setting in Account Module Preferences for Payments Use Patient Clinic. When checked, the clinic for patient payments will always default to the patient's clinic. When unchecked, the clinic will default to the clinic selected in the Main Menu.
Claim Payments and Adjustments: Claim payments and adjustments default to the patient's clinic. If 'unassigned', the default will be 'none'.
Time Clock: Each time clock event is associated to a clinic. When clocking in, the clinic selected in the Main Menu is assigned to the event. Subsequent clock out events use the same clinic.
Also see: Multiple Locations
Patients with No Assigned Clinic:
To find patients with no assigned clinic, run the Database Maintenance tool and check results for PatientsNoClinicSet. If patient's are found, then manually assign a default clinics. If needed, contact Open Dental Conversions for a service to associate clinics
Turning off Clinics:
Turning off Clinics (disabling the Clinics feature from Show Features), essentially ignores the clinics preferences that have been assigned throughout Open Dental and hides clinic information. Clinic information and preferences are not deleted. If the Clinics feature is turned back on, the previous clinic preferences and information will be visible or enabled once more.
This may affect third-party integrations. Before turning off clinics, practices may need to enable users access to all clinics.