Using Open Dental – Videos & Resources

Chart Module 01: Topics Covered (CLICK TO SHOW)

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Chart Module 2: Topics Covered (CLICK TO SHOW)

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[op_liveeditor_element][text_block]Chart Module toolbar buttons (25 Minutes)

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Perio Chart Module: Topics Covered (CLICK TO SHOW)

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[op_liveeditor_element][text_block]This webinar will cover Perio Charting in detail. The following topics will be covered:

  • Access the perio chart and add a new exam
  • Missing/skipped teeth
  • Enter probing measurements:
    • Keyboard and keypad
    • Change auto advance order
    • Triplets
    • Other options for recording measurements
  • Record measurements:
    • MGJ mucogingival junction
    • Gingival margin/hyperplasia
    • Furcation
    • Mobility
  • Plaque, calculus, bleeding and suppuration
  • Numbers in red
  • Graphical perio chart
  • Printing and saving to images

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Procedure Buttons: Topics Covered (CLICK TO SHOW)

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[op_liveeditor_element][text_block]This webinar will cover Perio Charting in detail. The following topics will be covered:

  • Access the perio chart and add a new exam
  • Missing/skipped teeth
  • Enter probing measurements:
    • Keyboard and keypad
    • Change auto advance order
    • Triplets
    • Other options for recording measurements
  • Record measurements:
    • MGJ mucogingival junction
    • Gingival margin/hyperplasia
    • Furcation
    • Mobility
  • Plaque, calculus, bleeding and suppuration
  • Numbers in red
  • Graphical perio chart
  • Printing and saving to images

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Appointments 1- Intro: Topics Covered (CLICK TO SHOW)

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  • Appointments List Overview   (4 minutes)
  • Recall List (15 minutes)
    • Date range options
    • Postcard preview
    • ‘Set Status’ feature
    • Schedule Patient and Family buttons
  • View Recall in the Family Module, manually edit Prophy/Perio (2 minutes)
  • View Recall by clicking View Patient Appt button, manually edit Prophy/Perio (2 minutes)
  • Using the Make Appt button vs. Schedule Recall  (5 minutes)
    • Making an appointment
    • Scheduling Recall and Search
  • Recall and Recall Types Setup Overview (4 min)
    • Different recall strategies
    • Details in Webinar: Appointment Lists IV
  • Third party services for text and emails reminders and confirmations (2 minutes)

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Appointments 2: Confirms, B/A’s, Unsched.- TOPICS COVERED (CLICK TO SHOW)

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[op_liveeditor_element][text_block]Using the Appointment Lists, users will learn the best methods for tracking appointments. This webinar will cover the Confirmation List, Breaking Apointments, the Unscheduled List, and an introduction to the Planned Tracker List.

  • Confirmations
    • Confirmation statuses and sending confirmations through the Appointment List
    • Confirmation reminder setup
  • Break Appt button
    • When to use
    • How to monitor broken appointments
  • Unscheduled List
    • When to use
    • How to maintain unscheduled appointments
  • Introduction to Planned Tracker List
    • What is the Planned Tracker list
    • Why is it OK that it is so long?
    • Details of using Planned Tracker discussed in Appointment Lists III
  • View Patient Appointment Button in Appointment Module

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Appointments 3: Planned Tracker: CLICK TO SHOW DETAILS

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[op_liveeditor_element][text_block]Introduction: Planned Appointments allow the clinical staff to communicate what the patient is to be seen for next, without any paperwork or verbal communication. After patients leave the office, staff will know there is a scheduled appointment, or, if not, why. It allows staff to manage patients and track patients that could be scheduled.

  • Planned Appointments in the Chart Module
    • Creating planned appointments
    • Deleting planned appointments
    • Use of the ‘Done’ checkbox
  • Planned Tracker List in Appointment module
    • Managing the Planned Tracker List
    • Using Planned Tracker list to fill holes in your schedule
  • View Patient Appointment button in Appointment Module
  • Examples

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Appointments 4: Recare: CLICK TO SHOW TOPICS

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  • Recall Types
    • Three special types
    • Triggers and time patterns
  • Recall Setup
    • Reminder messages
    • Confirmation messages
    • Defaults
  • Make Recall versus Make Appt buttons for default time patterns.

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Sheets: Introduction – CLICK TO SHOW TOPICS

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[op_liveeditor_element][text_block]Learn what Sheets are and how to create custom sheets. Webinar will focus on use of basic Consent Forms and Patient Letters.

  • Overview of sheets and sheet types (Sheet Defs window)
  • Create a new consent form, Add or Customize a Sheet
    • Sheet design – overview of the Edit Sheet window
    • Edit the properties of your new consent form, Edit Properties
    • Select, move, and edit fields on the sheet
    • Preview, save, and use your new consent form
  • Create a patient letter
    • Use the tool buttons
    • Edit, save, and use your new patient letter
  • Review of Sheet Defs window

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Sheets: Customization- CLICK TO SHOW TOPICS

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[op_liveeditor_element][text_block]Sheet Field Types will be discussed in detail. Learn how to import logos, create signature boxes, and add checkboxes.  Also learn how to customize aReferral Letter (and where to access and send thank you referral letters), two types of Medical History exams, and an Exam Sheet.

  • Sheet field types in detail (all buttons)
  • Create a referral letter
    • Preview, save, and use your new referral letter
  • Use Medical History forms chairside (kiosk and webform use in later webinar)
    • Medical History New Patient
    • Medical History Update
  • Exam sheet overview
    • Create an exam sheet using a telephone encounter as an example
    • Preview, save, and use your new exam sheet

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Referrals: In to the practice – CLICK TO SHOW TOPICS

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[op_liveeditor_element][text_block]This webinar will teach the user to track and know where their patients are coming from. The tools shown in this webinar can be used to track effectiveness of ad campaigns, to manage referral reward programs, or to thank referral sources. The following items will be covered:

  • Managing referral sources (10 mins)
    • Adding a source to the Referrals list.
  • Adding a Referral source to a patient (5 mins)
  • Tracking your referral sources (10 mins)
    • Referral analysis report
    • Generating letters to referral sources

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Referrals: To other docs – CLICK TO SHOW TOPICS

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[op_liveeditor_element][text_block]This webinar will teach the user how to refer patients to other providers and how to track and follow up on those referred patients. The following items will be covered:

  • Managing referral sources (10 mins)
    • Adding a source to the Referrals list
    • Searching referrals
  • Referring procedures
    • Charting a referred procedure
    • Referral slips
  • Tracking referred procedures
    • Referred procedure tracking report
    • Generating letters to referral sources

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