Clinics

The clinics feature is useful when you have multiple physical locations and offices want to use one database, yet keep information separated by clinic or location.

When turned on, the Main Menu will have a Clinics option.

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:

Note: When there are more than 30 clinics, there is no option in the main menu to show hidden clinics.


Clinic Set Up

  1. Turn on Clinics (see below)
  2. Enter basic clinic information and preferences. See Clinic List.
  3. Assign a default clinic to each user and optionally restrict user access to clinics. See User Security, Assign Clinics.
  4. Assign each patient a default clinic on the Edit Patient Information.
  5. Review other clinic specific settings:

Also see: Multiple Locations.

Turn on Clinics

  1. In the main menu, click Setup, Advanced Setup, Show Features.
  2. Check the Clinics box, then click OK to save.
  3. Restart Open Dental.

Turn Off Clinics

  1. In the main menu, click Setup, Advanced Setup, Show Features.
  2. Uncheck the Clinics box.
  3. If using eServices, you will be prompted to review the Signup Portal.
  4. Click OK to save.
  5. Restart Open Dental.

Logic

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.

Troubleshooting

Version Issues:

Find patients with no 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