In the Family Module, double-click in the Patient Info area.
- In the Chart Module, double-click in the Patient Info area.
- In the Select Patient window, click Add Pt to create a new patient account.
- In the Family module, click Add to create new family member.
You can prompt staff to complete certain fields using Required Fields marked with an *. If required fields are incomplete when staff clicks OK on the window, a message will notify them.
Click Cancel to view the incomplete fields, marked by a red exclamation point. Enter the required information. Click OK to save.
- Appointment scheduling is restricted: If checked, appointments cannot be scheduled for the selected patient. This includes scheduling new appointments, sending existing or planned appointments to the pinboard, moving an appointment to another time slot, scheduling via Web Sched Recall, Web Sched Existing Patient, or scheduling an appointment from the unscheduled list. If unchecked, appointment scheduling is not restricted.
- To create automation that automatically checks/unchecks this box based on billing type, see Automation.
- In Display Fields, add Pat Restrictions to the Patient Information grid to view scheduling restrictions associated to the selected patient.
- Patient Number: Assigned automatically by the system and shown for reference. Numbers are assigned sequentially. The patient number is not equivalent to the count of patients in the database. Gaps can occur when a database split is performed or when patients are deleted. To find a patient count, use a query instead.
- Last Name, First Name: Patient formal last and first name.
- Preferred Name, Middle Initial: Enter the patient's preferred name (e.g. Sam instead of Samuel). For easy reference, the Preferred Name will show before the first name in most areas of Open Dental. Enter a middle initial if needed.
- Title: Insert a title the patient may go by (e.g. Dr Smith).
- Salutation: Useful for sheets.
Status, Gender, Position, and Relationships
- Status: The patient's current status. Use the Patient Status Setter tool to edit the status of multiple patients at once.
- Patient: This is the default.
- NonPatient: Someone who is not a patient, e.g. the parent of a child, a guarantor, or an insurance subscriber.
- Inactive: Patient who is no longer active. Will still show in Select Patient window and appear in A/R if a balance is due. Will not appear in Recall List, Birthday Report, Treatment Finder, or on certain statements generated in the Account Module (unless a balance is due). See Statement Window.
- Archived: Patient who is not coming back. Will not show in Select Patient window unless Archived/Deceased is checked, so might accidentally end up with a duplicate chart some day. To edit archived patient information, the logged on user must have the Archived Patient Edit permission.
- Deceased: A deceased patient. Will not show in Select Patient window unless Archived/Deceased is checked.
- Consider zeroing out the account at the same time if you do not wish to collect amounts due.
- To lock the patient's age as of the deceased date, see Edit Patient Information: EHR Misc Tab.
- If a patient has upcoming appointments scheduled, and they are marked as deceased, you will get a prompt to remove future appointments.
- Prospective: Someone who has never been in before, but might become a patient. This status can be automated in Operatories.
- Deleted: A hidden status that the user will never see. The patient will no longer show anywhere in the program and the integrity of the database is maintained.
- Gender: The biological sex of the patient. Unknown is for HIPAA compliance in case a patient does not wish you to record or track their gender. To record gender identity or sexual orientation, see Edit Patient Information: Public Health Tab.
- Position: Marital status of the patient.
- Family Relationships: Indicates this patient's family relationship (e.g. guardian, spouse, father, mother) to other patients. See Family Relationships.
- Birthdate/Age: The patient's birth date. Age will automatically calculate when you leave the field.
- Birth dates entered on select patient window automatically carry over when adding a new patient.
- When the Family Module preference for Mask patient date of birth is enabled, the birthdate will be masked (e.g. xx/xx/xxxx). A View button will appear.
- Users with the Patient Birthdate View permission can click View to unmask the birthdate.
- Two digit years are converted to four digit years by your Windows Settings, which can be changed.
- Medicaid ID, State: This field is only visible when Medicaid is turned on in Show Features. If entered here, also enter the number in the insurance plan as the Subscriber ID. Enter the two-letter State Abbreviations for the Medicaid State. Entering the first letter of the abbreviation will prompt a dropdown of choices beginning with that letter.
- Chart Number: Optional, but not recommended. Useful when you need a place to enter patient ID numbers if you converted from another program, or if you put numbers on your paper charts. Click Auto to assign the next available numeric chart number to the patient. It will not work for mixed letters and numbers. The only place the chart number will show is in the Family module.
- Ask to Arrive Early: If a value (in minutes) is entered, a reminder message, with requested arrival time, will appear each time an Appointment is made for this patient. See Time Ask to Arrive for more information. If Same for entire family box is checked, when information in this area changes for one family member, the information changes for all family members. If you create a new family member, this box will not automatically be checked.
- Employer: Enter the patient's employer. When entered, the employer is automatically inserted into new insurance plans for the patient.
Email and Phone
- Same for entire family: If checked, and you change email or phone information for the patient, the information will also change for all existing family members. If this box is checked for other family members, and you create a new family member, email and phone information is not copied. If you check it when adding a new family member, any changes made will be applied to all other family members, including removing current information if left blank. This does not apply to the Text OK status.
- Wireless: The patient's wireless phone number. Phone numbers automatically format as you type.
- Text OK: Indicate if patient can receive text messages.
- Yes: Patients can receive text messages.
- No: Patient cannot receive text messages.
- ??: By default means No, patients cannot receive text messages. To instead have it mean Yes, see Family Module Preferences.
- Work Phone: The patient's work phone number. Phone numbers automatically format as you type.
- Email Addresses: Enter the patient's email address. Add multiple email addresses by separating them with a comma.
- Email addresses must be valid (e.g. firstname.lastname@example.org) for emails to send. Invalid email addresses will be skipped.
- Click [...] to see the full email address. There is a 100 character limit.
Appt Texts: Only shows if Appt Texts are enabled. Indicates if patient has opted in or out of Appointment Texts. Once a patient opts out, the office cannot opt them back in. The patient must instead send a text to opt back in. Click Info to see one of the following:
- If the patient has not made a decision, or they have already opted in, you will see this window:
- Patient agrees to receive appointment texts.: Check this box when the patient has verbally consented to appointment texts. Uncheck this box if the patient does not consent to appointment texts.
- If the patient has opted out of appointment texts, you will see this window:
- Prefer Contact Method: Preferred general contact method. This option will show in bold in the Family Module, Patient Information area.
- Prefer Confirm Method: Preferred method when confirming appointments. The selected information will list for the patient in the Contact column of the Confirmation List.
- Prefer Recall Method: Preferred method when scheduling recall appointments. This selected information will list for the patient in the Contact column of the Recall List.
Note: There are multiple options for each preferred method:
- None: No preferred method has been set.
- DoNotCall: DoNotCall will show.
- HmPhone: Lists the patient's Home Phone number.
- WkPhone: Lists the patient's Work Phone number.
- Wireless: Lists the patient's Wireless Phone number, preceded by Cell (typically used for calling a wireless number).
- Email: Lists patient's email address.
- SeeNotes: SeeNotes will show.
- Mail: Mail will show.
- TextMessage: Lists the patient's wireless phone number, preceded by text (used for text messaging which is available from the Confirmation List).
The preferred method can affect defaults in other areas including:
- When emailing Web Sched Recall reminders (manual and automated).
- When emailing recall reminders or printing recall postcards from the Recall List (text messages can only be sent individually, not via the Recall List).
- When emailing or texting confirmation reminders or printing confirmation postcards from the Confirmation List.
- When sending automated appointment reminders about scheduled appointments. See eReminders.
- Exclude Automated Msgs: Exclude this patient from receiving text or email automated messages. Automated messages include: eReminders, eConfirmations, Automated Thank-Yous, WebSched Recall, WebSched ASAP, WebSched New Patient, WebSched Notify, Patient Portal Invites, Birthday Emails, and Statements.
- None: Patient will receive messages based on the setup rules for each service.
- Text: Do not send the patient automated messages via text.
- Email: Do not email the patient automated messages.
- Trophy Folder: Only visible when using the enhanced Trophy Bridge.
- Language: Select the patient's preferred language. Customize patient language options in Miscellaneous Setup. When a language is set, if a language translation exists for Sheets, eConfirmations, or eReminders, the preferred language will be used.
- Clinic: If using Clinics, set the patient's default clinic for patient payments, claim payments, and adjustments. If unassigned, the default will be none. To force users to assign a clinic, see Family Module Preferences.
- Referred From: Click [...] to select a referral source. New referrals can be added in the Referral List.
- Specialty: Select a specialty. Customize options in Definitions: Clinic Specialties. Useful to differentiate Clone.
Address and Phone
- Same for entire family: If checked, when information in this area changes for one family member, the information changes for all family members. This box is normally checked. It is not a database field, rather it compares the existing values of all family members and applies any changes to all members so they match. If you uncheck the box, you must make a change for the setting to be saved. When unchecked, changes only apply to the selected patient, and family members will have different values. If, at a later date, you check the box, changes will be applied to all family members.
- Same for entire super family: Only visible when the patient is the head of a Super Family and Allow syncing patient information to all super family members is checked in Family Module Preferences. When checked, address and phone information for the super head will be applied to all super family members (not just guarantors).
- Home Phone: Enter the patient's home phone.
- Address / City / State / Zip: Enter the patient's mailing address.
- Edit Zip: Associate cities and states with zip codes and add to them to the master list. See Zip Code List.
- Map: Open the patient's address in Google Maps. Only shows if Show Google Maps in patient edit option is checked in Family Module Preferences.
Address and Phone Notes
- Same for entire family: If checked, when information in this area changes for one family member, the information changes for all family members. We recommend checking notes for other family members before applying to entire family so you don't accidentally overwrite another note.
- Address and Phone Notes: Make notes about when to call a patient, which number the patient prefers, extra phone numbers, extensions, bad phone numbers, bad addresses, alternate addresses, etc. Text will show in bold red in the Patient Information area of the Family module. These notes also show in the Unscheduled List, Recall List, and appointment.
Billing and Provider(s)
- Same for entire family: If checked, when information in this area changes for one family member, the information changes for all family members.
- Credit Type: A one letter code that your office can use to track credit worthiness of patients based on credit reports, history of payment, or whatever criteria you prefer. These letters are simply for your information and are not used internally. One method is using A, B, or C. If credit is unknown, you can use a 0. The code displays in appointments when CreditType is added to an appointment view, and in other places throughout the program.
- Included in Super Family Billing: Only visible when the patient is a guarantor of a family included in a Super Family. If checked, this patient will show as the patient on super statements (statements that include the account activity for all super family members).
- Billing Type: The patient's billing type. Customize options in Definitions: Billing Types. The default Billing Type is set in Practice Setup. To change, user must have the Patient Billing Type Edit security permission.
- If the preference in Family Module Preferences for New patient primary insurance plan sets patient billing type is checked, when a new primary insurance plan is created for the patient, and a billing type is set for the plan, the patient's billing type will automatically change to match. (If you change an existing plan's billing type, it will not automatically change the patient's billing type).
- Primary Provider: Select the provider who will usually see the patient. The default is the provider set as the practice default. If using clinics and providers are restricted to clinics, only providers available for the patient's assigned clinic are options. To change, user must have the Patient Primary Provider Edit security permission.
- Secondary Provider: The patient's secondary provider, often the hygienist. If using clinics and providers are restricted to clinics, only providers available for the patient's assigned clinic are options.
- Fee Schedule (rarely used): Only set this when the patient has a fee schedule different than the UCR fees. Typically this selection will be none and the fee schedule will be determined by the provider's default fee schedule, or the insurance plan fee schedule. See Fee Schedule Logic. If the patient needs a discount fee schedule, use Discount Plans instead.
The following tabs may be available depending on what options are turned on in Show Features.