Patient Dashboard

The patient dashboard is a customizable view of basic patient information that will display on the right-hand side of Open Dental.

In the Main Menu, click Tools, Patient Dashboards, then select your preferred dashboard from the available options.

Only dashboards marked as Allowed will list in the tools menu. To create and edit dashboards, see Dashboard Setup.

If a database has more than 28 dashboards, a new window will open. Double-click a dashboard from the list to enable it.

See our QuickTip: Patient Dashboard video for a brief overview of setup and usage.

Options

To refresh a dashboard, refresh the module or right-click anywhere on the dashboard and select Refresh.

To close an open dashboard, right-click anywhere on the dashboard and select Close, or deselect the dashboard from the tools list.