dental patient portal user settings

The patient must have a name, address, date of birth, email address, and phone number entered in the Family Module. Setup: Click to open Patient Portal settings. Provide Online Access: Displays when a patient does not have access. Click to automatically generate a user name and password.

Full Answer

How do you set up a patient portal in open dental?

Setup: Click to open Patient Portal settings. Provide Online Access: Displays when a patient does not have access. Click to automatically generate a user name and password. Remove Online Access.

How do I reset my open dental password?

Open Dental Software - Change Password. In the Main Menu, click File, User Password. Each user should have a unique Security password only they know. The logged-on user can change their password at any time.

What is dental portal?

ABOUT. Since its inception in 2016, The Dental Portal has helped numerous students achieve their ambitions of studying Dentistry. ​ A combination of blogs, webinars, personal statement and interview courses has made The Dental Portal a fantastic resource for dentistry applicants.

Set up your Online Appointment Booking User Account in Dentally

In order to use Online Appointment Booking, and distinguish online bookings from those made by members of staff in Practice, you will need to set up a new Online Booking user. Call them "Online Booking System" or something equally easy to distinguish them.

Prepare to take Online Payments - Stripe

You need to create a Stripe Account, or link to an existing one, if you want to take online payments. The Dentally team cannot do this for you.

How to change password in a patient portal?

Patients can change their own password while logged into the portal. In the upper right corner of the portal, click the patient name, then Change Password. Enter the current user name and password, then enter and confirm the new password. Click OK to change.

What is the image area in the patient portal?

The Images area allows patients to view and download PDFs and image files. Only items stored in an Images folder that is designated as Show in Patient Portal are listed.

What does the bold symbol mean on a patient's email?

Bold message indicate an unread message. If the message has an attachment (e.g. a clinical summary), a paperclip symbol shows to the left of the message. To open an attachment, click on the link. Patients can only view attachments; they cannot upload and send attachments.

What is the appointment area in a patient?

The Appointments area shows all of the patient's appointments and any outstanding action items, such as sent eConfirmations that have not yet been confirmed, or Web Sched Recall notifications for appointments not yet scheduled.

How to make a payment without logging in?

To make a payment without logging in, see Online Payment. Manage Credit Cards: When a patient makes a payment when logged in to the portal, credit card information is automatically saved. In the upper right, click the patient name, then Manage Credit Cards to add or remove credit cards.

Access Practice-Web, Anywhere

Sometimes you need to access important practice information when you’re out of the office. With the Dentist Portal, you can check appointments, analyze production and income, review patient information, monitor patient satisfaction and more, right from your mobile device or computer.

Dentist Portal

Use the Dentist Portal to look at your office’s daily appointments whether you’re in town or out of the office. Also keep tabs on critical production and income statistics like daily production, adjustments, write-offs, patient income and insurance income.

How to provide online access to a patient?

To provide online access, simply double click the row. Patient Facing URL: The patient portal web address. Click Open to open the URL in your web browser. Provide Online Access: Click to automatically generate a user name and password. Online Username: Defaults to the patient's first name plus a random number. It can be manually changed.

What is an invitation to access a portal?

Invites are only sent to patients who have not accessed the portal yet and who have an entered name, address, and date of birth. The invitation will include a one-time use password and user name the patient can use to access the portal. This service is optional.

How many characters are required for a password?

It can be manually changed but must have at least 8 characters, one uppercase letter, one lowercase letter, and one number. The password is case sensitive. Print: Generate a printout of the user name, password, and the patient portal URL to give to the patient.

How to automatically generate a password?

To automatically generate a new password, click Generate New. Click Print to print a copy of the user name, password, and the URL. Patients can also change their own password and user name in the portal.

Is Open Dental valid for one time use?

One-time use passwords generated by Open Dental will be valid until the patient changes their password, or until a different password is generated in Open Dental (manually or via a sheet or invitation).

Navigating Patient Portal

See more on opendental.com

Appointments

Account

Plan

Webmail

Summary

Images