Open Dental Software Manual

The Open Dental Conversion Department can run certain scripts to modify data in your database if you are currently on support. There is a minimum fee of $100 to modify data within your database, but the fee may be waived if you have had a data conversion within the last three months. There is no charge to submit a request. We firmly believe that open software is the only viable long-term solution for the dental software industry. Ten years from now, we hope these policies have resulted in worldwide acceptance of Open Dental as the dental software standard.

  1. Open Dental Support Phone Number
  2. Open Dental Training Manual

Open Dental Support Phone Number

  • 21 requested enhancements & new features were implemented in this software update! Introducing – the Help System. Practices on support can use the? In the upper right corner of a window to go directly to the related online manual page. This is a great tool for training staff who are new to Open Dental. For Larger Practices Using Clinics.
  • .Designate a staff member (typically an office manager) who will be the point of contact and own the DoseSpot sign up process for providers and proxy clinicians. This person will need admin permissions in Open Dental and must be a non-provider.
Open dental software manual download

Open Dental Training Manual

  • eClipboard App and eService - Duration: 4 minutes, 56 seconds.

    Learn how to set up and use the eClipboard eService and eClipboard App for patient check-in, mobile forms, and more, using your practice’s mobile device. Full functionality available when using Ver...
  • Open Dental Software uploaded a video 2 weeks ago

    Managing the Unscheduled List - Duration: 5 minutes, 11 seconds.

    Learn what the Unscheduled List is and how to utilize it.
    CONTENT:
    How to use the Unscheduled List
    How to customize the list
    How to send appointments to the Unscheduled List
    Module preferences re...
  • Open Dental Software uploaded a video 3 weeks ago

    Managing the ASAP List - Duration: 4 minutes, 51 seconds.

    Learn what the ASAP List is and how to utilize it.
    CONTENT:
    How the ASAP List is used
    Where to find the ASAP List
    List filters
    Appointments vs. Recall
    Right-click options
    Texting from the ASAP Li...
  • Open Dental Software uploaded a video 3 weeks ago

    QuickTip: Patient Refunds - Duration: 109 seconds.

    Learn more about patient refunds including:
    Creating the adjustment (making sure the procedure is attached)
    Creating the refund “payment” (check or credit card) and correcting the paysplits
    H...
  • Open Dental Software uploaded a video 1 month ago

    Managing the Insurance Verification List - Duration: 7 minutes, 47 seconds.

    Learn about the Verification List and Assigned Verification List,
    how the insurance Verification List is used, how to filter the list, setup, and statuses.
    CORRESPONDING MANUAL PAGES:
    Insurance Ve...
  • Open Dental Software uploaded a video 1 month ago

    Planned Appointments and Planned Tracker - Duration: 5 minutes, 37 seconds.

    Learn how to create and utilize Planned Appointments as well as manage them.
    CONTENT:
    What Planned Appointments are
    How to create Planned Appointments
    How to schedule Planned Appointments
    How to ...
  • Open Dental Software uploaded a video 1 month ago

    Mobile Web Forms - Duration: 2 minutes, 28 seconds.

    Learn how to create or edit a new sheet, add a header, and re-order fields.
  • Open Dental Software uploaded a video 1 month ago

    Managing the Confirmation List - Duration: 5 minutes, 56 seconds.

    Learn how to use the confirmation list to manage confirmation for scheduled appointments, track communication with patients, and send batch emails, postcards, and text messages.
    CORRESPONDING MANU...
  • Open Dental Software uploaded a video 1 month ago

    Time Cards - Duration: 16 minutes.

    Learn about setting up time cards and pay periods in Open Dental, how to use the time clock, and an overview of time card management.
    Topics covered include:
    Setting up time card security in user ...
  • Open Dental Software uploaded a video 2 months ago

    Open Dental Version 19.1 Highlights and Features - Duration: 4 minutes, 56 seconds.

    Learn about some of the exciting new features and enhancements released in version 19.1 of Open Dental Software.
    New features & enhancements in Open Dental Version 19.1:
    New Help System http://w...
  • Open Dental Software uploaded a video 2 months ago

    Quick Tip: Transfer Patients Between Databases Using CEMT - Duration: 3 minutes.

    With Open Dental version 19.1, it is now possible to transfer patients from one database to another using the Central Enterprise Management Tool.
    CORRESPONDING MANUAL PAGES:
    CEMT Patient Transfer:...
  • Open Dental Software uploaded a video 2 months ago

    Security and User Permissions - Duration: 17 minutes.

    Learn more about setting up security and user permissions, including:
    The importance of security as it relates to HIPAA Compliance: https://youtu.be/NPLv47YL81g?t=25
    How to track activity in Open D...
  • Open Dental Software uploaded a video 3 months ago

    QuickTip: Sending & Receiving Tasks - Duration: 2 minutes, 49 seconds.

    Learn more about using tasks for interoffice communication including:
    Creating and sending a task with a patient attached
    Creating and sending a task with no patient attached
    Viewing new task...
  • Open Dental Software uploaded a video 3 months ago

    QuickTip: Setting Up Task Lists - Duration: 2 minutes, 49 seconds.

    Learn more about setting up and using tasks including:
    Enabling tasks (do this on each workstation)
    Creating task lists
    Assigning user inboxes
    Subscribing to a task list (and where to see ...
  • Open Dental Software uploaded a video 3 months ago

    QuickTip Understanding Task Lists - Duration: 3 minutes, 10 seconds.

    Explore the Task Area of Open Dental and learn more about:
    Where tasks can be displayed on your screen: Docked to the bottom or to the right
    Task Options: Show finished tasks, sort appointment ...
  • Open Dental Software uploaded a video 3 months ago

    Quick Tip: Patient Dashboard - Duration: 95 seconds.

    Learn how to create and enable custom patient dashboards (in Versions 19.1 and beyond). These views are created and shared at the User Group level for enhanced security and easy access to the infor...
  • Open Dental Software uploaded a video 3 months ago

    QuickTip: Dynamic Chart Layout - Duration: 106 seconds.

    Learn how to create custom Chart Module views using the Dynamic Chart Layout feature (in Versions 19.1 and beyond). These views can be saved and used by any other user in your practice.
    CORRESPOND...
  • Open Dental Software uploaded a video 3 months ago

    QuickTip: All About Adjustments - Duration: 3 minutes, 43 seconds.

    Learn how Adjustments work, and the various ways you can attach adjustments to procedures (recommended).
    CORRESPONDING MANUAL PAGES:
    Adjustments: https://opendental.com/manual/adjustments.html
    Ad...
  • Open Dental Software uploaded a video 4 months ago

    Custom Query Process Overview - Duration: 2 minutes, 7 seconds.

    When you can’t find a report that matches your exact needs, queries can come to the rescue. Learn more about how custom queries work.
    CORRESPONDING MANUAL PAGES:
    Queries: https://opendental.com/ma...
  • Open Dental Software uploaded a video 4 months ago

    Conversion Process Overview - Duration: 2 minutes, 58 seconds.

    Changing your practice management software is a big step, and you may feel uncertain about what’s involved.
    This video will give you an overview of how your conversion process will work when you c...
  • Open Dental Software uploaded a video 4 months ago

    QuickTip: Find and Run a Query in Open Dental - Duration: 73 seconds.

    Learn how to find a query on our Query Examples Page, and run that query in Open Dental. This example illustrates how to find and run query #1111 to generate a list for year-end patient letters.
  • Open Dental Software uploaded a video 5 months ago

    QuickTip: Creating a New Fee Schedule - Duration: 89 seconds.

    DESCRIPTION:
    Learn how to create a new fee schedule, and enter fees.
    CORRESPONDING MANUAL PAGES:
    Fee Schedule Setup: https://opendental.com/manual/feeschedules.html
    Procedure Codes: https://opend...
  • Open Dental Software uploaded a video 5 months ago

    Open Dental Basics Demo - Duration: 1 hour, 3 minutes.

    Learn the basic features of Open Dental's Practice Management Software.
    DESCRIPTION:
    Learn the basic features of Open Dental's Practice Management Software.
    CONTENT:
    Intro 0:00 – 1:32
    Appointmen...
  • Open Dental Software uploaded a video 5 months ago

    Open Dental Version 18.4 - Highlights and Features - Duration: 6 minutes, 6 seconds.

    DESCRIPTION:
    Learn about some of the exciting new features and enhancements released in version 18.4 of Open Dental Software.
    See the manual for a full list of features and enhancements in version...
  • Open Dental Software uploaded a video 5 months ago

    QuickTip: In Process Status for Multi-Visit Treatment - Duration: 3 minutes, 16 seconds.

    DESCRIPTION:
    Introduced in version 18.4, the 'In Process' status is used for grouped treatment performed over multiple visits.
    CONTENT:
    Quick-Tip Video of how to group procedures for multiple vis...
  • Open Dental Software uploaded a video 6 months ago

    Pre-Data Conversion Checklist: Document Overview - Duration: 9 minutes, 21 seconds.

    If you’re converting from another Dental Practice Management Software to Open Dental, you’ll want to make sure and do a FREE test conversion. We provide a pre-data conversion document for you to co...
  • Open Dental Software uploaded a video 8 months ago

    QuickTip: Updating Your UCR (Office) Fees - Duration: 3 minutes, 41 seconds.

    DESCRIPTION:
    Learn best practices for updating your office fees at the start of each year – backing up your old fee schedule, and increasing fees by a percentage.
    CONTENT:
    - Making a backup of you...
  • Open Dental Software uploaded a video 8 months ago

    QuickTip: Customizing Downgrade Codes for an Insurance Plan - Duration: 66 seconds.

    DESCRIPTION:
    Starting in version 18.3, downgrade codes can be customized at the insurance plan level. This video gives the steps to edit global downgrades at the insurance plan level, and also add ...
  • Open Dental Software uploaded a video 8 months ago

    QuickTip: Adding Your Favorite Reports to the Standard Reports Sub-Menu - Duration: 33 seconds.

    DESCRIPTION:
    In versions 18.1 and greater, your favorite reports can be added to the Standard Reports Sub-Menu for easier access.
    CORRESPONDING MANUAL PAGE:
    https://opendental.com/manual/reportdis...
  • Open Dental Software uploaded a video 8 months ago

    QuickTip: Reordering Patient Insurance Plans - Duration: 38 seconds.

    Need to change which plan is the primary, and which is secondary? This tells you how to reorder patient insurance plans so they're in the correct order
    CORRESPONDING MANUAL PAGE:
    https://opendenta...
  • Open Dental Software uploaded a video 8 months ago

    QuickTip: Update Your CDT Codes - Duration: 54 seconds.

    Learn how to Update to the 2019 CDT codes in Open Dental Software
    ALSO SEE:
    How to Update: http://www.opendental.com/manual/update.html
    CORRESPONDING MANUAL PAGE:
    https://opendental.com/manual/co...
  • Open Dental Software uploaded a video 8 months ago

    DoseSpot Integration - Duration: 29 minutes.

    Learn how DoseSpot integrates with Open Dental, and learn how to create and manage electronic prescriptions using the interface.
    CONTENT:
    Overview of the DoseSpot Interface and provider vs. non-pr...
  • Open Dental Software uploaded a video 9 months ago

    Open Dental Version 18.3 - Highlights and Features - Duration: 6 minutes, 32 seconds.

    Learn about some of the new features and enhancements released in version 18.3 of Open Dental Software.
    See the manual for a full list of features and enhancements in version 18.3: https://openden...
  • Open Dental Software uploaded a video 11 months ago

    TSI Collections Setup - Duration: 17 minutes.

    Learn how to set up and use the Transworld System Inc (TSI) Collections Interface inside Open Dental to maximize cash flow.
    The TSI Collections Interface was introduced in Version 17.4. Please upd...
  • Open Dental Software uploaded a video 1 year ago

    Open Dental's Suite of eServices - Duration: 2 minutes, 11 seconds.

    Learn how to boost efficiency and productivity, improve communication, and enhance patient experience with the suite of eServices from Open Dental.
    eReminders - Send automated text and/or email re...
  • Open Dental Software uploaded a video 1 year ago

    Open Dental Version 17.4 - Highlights and Features - Duration: 2 minutes, 37 seconds.

    Learn about some of the new and improved features released in version 17.4 of Open Dental Software. See the manual for a full list of features and enhancements in version 17.4: www.opendental.com/m...
  • Open Dental Software uploaded a video 1 year ago

    Payment Plans - Duration: 12 minutes.

    Learn how to set up and use the Payment Plans feature in Open Dental Software.
    Corresponding manual page: https://www.opendental.com/manual/paymentplanpatient.html
    Payment Plan FAQs: http://www.op...
  • Open Dental Software uploaded a video 1 year ago

    Patient Payments and Allocations - Duration: 5 minutes, 12 seconds.

    Learn how to set up your patient payment preferences and enter patient payments.
    Corresponding manual pages-
    Preference Setup: http://www.opendental.com/manual/paymentpatientprefs.html
    Entering ...
  • Open Dental Software uploaded a video 1 year ago

    Voice Controlled Perio Chart - Open Dental Software - Duration: 2 minutes, 41 seconds.

    Learn how to use Open Dental's built-in Voice Controlled Perio Chart!
    *Available as of version 17.3
    Corresponding manual page: http://www.opendental.com/manual/periochartingvoice.html
  • Open Dental Software uploaded a video 1 year ago

    Open Dental Version 17.3 - Highlights and Features - Duration: 119 seconds.

    Learn about some of the new and improved features released in version 17.3 of Open Dental Software.
    See the manual for a full list of features and enhancements in version 17.3: http://www.opendent...
  • Open Dental Software uploaded a video 1 year ago

    Ortho Features - Duration: 11 minutes.

    A brief introductory demo of the Orthodontic features available in Open Dental Software.
    See the following page for more detailed information about Ortho features: http://opendental.com/manual/ort...
  • Open Dental Software uploaded a video 1 year ago

    eServices Demo - Open Dental Software - Duration: 27 minutes.

    Learn how Open Dental Software's eServices can help your practice boost efficiency and productivity while improving patient communication, retention, and overall experience.
    eServices: http://open...
  • Open Dental Software uploaded a video 2 years ago

    Open Dental Version 17.2 - Highlights and Features - Duration: 2 minutes, 2 seconds.

    Learn about the new and improved features released in version 17.2 of Open Dental Software.
    See the manual for a full list of features and enhancements in version 17.2: http://opendental.com/manua...
  • Open Dental Software uploaded a video 2 years ago

    Open Dental Version 17.1 - Highlights and Features - Duration: 3 minutes, 3 seconds.

    Learn about the highlighted new features released in Version 17.1 of Open Dental Software.
    See the manual for a full list of features and enhancements in version 17.1: http://opendental.com/manual...
  • 772 Access to Data with Nathan Sparks, CEO of Open Dental Software : Dentistry Uncensored - Duration: 1 hour, 6 minutes.

    Dentaltown - http://bit.ly/DUwHF772
    iTunes - http://bit.ly/DUwHFiTunes
    Nathan Sparks has a background in engineering services which pivoted to Dental practice management in 2007 when he joined fou...
  • Open Dental Software uploaded a video 2 years ago

    How to Update Versions - Duration: 110 seconds.

    Learn how to update Open Dental to a new version.
    Questions about new features or enhancements? See the Versions Page for detailed information about each version:
    http://opendental.com/manual/ver...
  • Open Dental Software uploaded a video 2 years ago

    Meet Open Dental - Dental Practice Management Software - Duration: 118 seconds.

    A friendly introduction to Open Dental's powerful, flexible, and affordable Dental Practice Management Software.
    Like what you see? Call us today to schedule a FREE test conversion from your curre...
  • Modern Dental Practice Management in 9 Minutes - Duration: 9 minutes, 16 seconds.

    A brief video showing modern computerized dental office management using Open Dental software
  • Open Dental Hacks - automating email with Open Dental email templates - Duration: 4 minutes, 52 seconds.

    dental practice management, open dental, open dental hacks, automating email
  • Open Dental Automation for Better Patient Care - Duration: 6 minutes, 37 seconds.

    Open Dental Automation for Better Patient Care and Better Practice Profitability