The Main Menu runs across the top of the main window and is always visible.
Each menu item has submenu items. You must click onto a menu item because Window F10 functionality is disabled in Open Dental.
Log the current user off of Open Dental. See Security to set up user groups, users, passwords, and permissions.
Most setup options require the Setup Permission to access. Some submenu items are divided into categories.
Appointments: Appt Preferences, Appointment Field Defs, Appointment Rules, Appointment Types, Appointment Views, ASAP List, Confirmations, Insurance Verification, Operatories, Reactivation, Recall, Recall Types.
Account: Account Preferences
Treat'Plan: Treat'Plan Preferences
Others: Alert Categories, Auto Codes, Automation, Auto Notes, Data Paths, Definitions, Dental Schools, Display Fields, Enterprise, Fee Schedules, Laboratories, Miscellaneous, Module Preferences, Ortho, Practice, Program Links, Quick Paste Notes, Reports, Requirements Needed, Schedules, Sheets, Spell Check, Tasks, Web Forms.
A central location to manage master lists.
Procedure Codes, Allergies, Clinics, Contacts, Counties, Dental School Classes, Dental School Courses, Discount Plans, Employees, Employers, Insurance Carriers, Insurance Plans, Lab Case, Medications, Pharmacies, Problems, Providers, Prescriptions, Referrals, State Abbreviations, Sites, Zip Code List.
Most tools require the "Setup" Permission to access.
Print Screen Tool, Misc Tools (see below), Aging, Audit Trail, Billing/Finance Charges, CC Recurring Charges, Database Maintenance, Evaluations, Kiosk, Kiosk Manager, Mobile Synch, Ortho Auto Claims, Patient Dashboard, Online Payment Management, Public Health Screening, Repeating Charges, Setup Wizard, Dental School Requirements Needed, Web Forms Feature, Wiki, XWeb Transactions
Misc Tools: Auto-Close Payment Plans, Clear Duplicate Blockouts, Database Maintenance Pat, Create A to Z Folder, Merge Medications, Merge Patients, Merge Providers, Merge Referrals, Move Subscribers, Service Manager, Procedure Lock Tool, Shutdown Workstations, Telephone Numbers, and Test Latency.
Only shows if Clinics is turned on in Show Features. Use the menu to select the default clinic interface. Options available depend on security settings and the logged-on user.
Online Support: Go to Open Dental's Contact page where you can connect to a support technician for assistance and troubleshooting.
Online Help - Contents: Open the User Manual Table of Contents.
Online Help - Index: Opens the User Manual Search page.
Training Videos: Opens the Webinars and Tutorials web page.
Remote Support with Code: Enter Session Code to remotely connect with Open Dental. Session Code is provided by technical support.
Request Features: Open the Feature Requests system.
Update: Check for and download new versions of Open Dental. See Update.
About: Open the About.