Setup Wizard

Use the Setup Wizard tool to begin initial setup of your Open Dental database and track progress.

In the Main Menu, click Tools, Setup Wizard.

Green rows indicate areas where information has been entered. Red rows indicate areas that still require input. To read a brief explanation of a setup area, click the information icon (i).

To run through the entire setup wizard, click Set Up All. To begin setup of a category, double click the category (Pre-Setup, Basic Setup).To only access a specific item, double click a row.

Follow the instructions on each window to enter information, then click a button to proceed.

Below is a list of the information that can be entered via the Setup Wizard.

A welcome window will preview each setup area. A completion window will indicate when the setup information has been entered. Below is an example of the welcome window that previews the Registration Key Setup area.

Registration Key Setup

Enter the Open Dental registration key and run Procedure Code Tools.

Registration Key

  1. Click Change.
  2. Enter the unique registration key for the practice.
  3. Read the CDT licensing agreement as needed.
  4. Check I agree to the terms of the above license agreement in its entirety.
  5. Click OK to save.

Procedure Code Tools: This tool updates the procedure codes used in Open Dental.

  1. Click Procedure Code Tools.
  2. Check the boxes of the tools to run. By default, only the D Codes box is checked. This tool adds missing CDT codes to the Procedure Code List.
    • We suggest all offices run the T codes, N codes, and D codes tools. Offices settings up a blank database should run all Procedure Code Tools. Offices setting up converted database may also wish to run addtional procedure code tools. Running certain procedure code tools may remove customization that has been set up or converted. See Procedure Code Tools for more information.
  3. Click Run Now.
  4. Messages will indicate when the tool has finished running. Click OK to close.
  5. Click Close to close the window.

To access advanced update setup information, click Advanced in the lower right.

Basic Feature Setup

Quickly turn on/off basic features your office may or may not use. Settings will affect all computers using the same database.

Provider Setup

Enter information about providers. At a minimum enter abbreviation, first and last name, suffix, SSN or TIN (for dentists), and NPI.

Employee Setup

Enter employee names and payroll IDs (optional). This information is used to create user security profiles, set up employee work schedules, and provide access to the time clock.

Fee Schedules

Enter office and insurance fee schedules. These will be assigned to a patient's insurance plan to accurately reflect treatment estimates.

Clinics Setup

If you turned on Clinics in Basic Feature setup, enter basic information about each clinic.

Note: Enter headquarters information in Practice Setup.

Operatory Setup

Name operatories that will show in the appointment schedule, assign default providers and clinics, and designate specific hygiene operatories.

Practice Info Setup

Enter general contact information, billing and pay-to addresses, and default providers for the practice. If Clinics is turned on, practice refers to headquarters.

To enter additional practice information, click Advanced in the lower right.

Printer / Scanner Setup

Set up print and scan options for the current workstation.

Printer Setup: All categories that allow you to set a default printer are listed. See Printer Setup for more details about each option.

Scanner Setup: Set default options when scanning in the Images module. Click the information (i) icon for more details about an option.

Click Advanced in the lower right to select additional Radiograph and Suni Imaging settings.


Enter list options and customize categories, colors, and defaults for various windows. See: Definitions for additional options.