Clinics

In the Main Menu, click 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.

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.


Turn Clinics On or Off

In Show Features, check or uncheck the Clinics box. Click OK. Restart Open Dental.

Clinic Set Up

Enter information for each clinic in Clinic List.

Assign a default clinic to each user and optionally restrict user access to clinics. See User Edit, Assign Clinics.

Assign each patient a default clinic on the Edit Patient Information.

Review other clinic specific settings:

Also see: Multiple Locations.

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

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