Open Dental Software - Patient Portal Feature
2 hours ago Use the Patient Portal window to provide or remove access to the portal. In the patient's Chart Module, Patient Information area, double-click the Patient Portal row. The following window … >> Go To The Portal
How do I order Open Dental?
Use the Patient Portal window to provide or remove access to the portal. In the patient's Chart Module, Patient Information area, double-click the Patient Portal row. The following window …
How do I contact Open Dental Support?
To set up Patient Portal Invites, see Edit Rule. A practice email is required to send Patient Portal Invites. URLs. URLs determine the web address patients will use to access the patient portal …
How do I contact Open Dental web chat?
Open Dental provides powerful, flexible dental practice management software at an affordable price. 503-363-5432. Home; Manual; Trial Version; Order; Developers. ... Open Dental Mobile; …
How much does Open Dental cost?
Users can customize the Patient Portal by selecting which features to utilize. In eServices Signup, click More Settings. Note: To set up the portal, the eConnector must already be installed. See …
Change User Name or Password
User names and passwords can be manually changed by staff at any time.
Alternative Methods to Grant Access
Set up Patient Portal Invites that are automatically triggered by a scheduled or completed appointment.#N#Patient portal invitations can be automatically emailed to patients a specific number of days before or after an appointment.
Remove Online Access
Once online access is provided, the Provide Online Access button changes to Remove Online Access. Click to remove the patient's ability to login to the portal.
URLs
URLs determine the web address patients will use to access the patient portal and/or make patient payments. Patients can go directly to the hosted URL (generated by Open Dental) or to the hosted payment URL.
Notification Email for Secure WebMail
The notification email subject and message are used to create un-secure email notifications that alert a patient when a new Secure WebMail Feature is available in the patient portal.
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 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.
Rapid Release Cycle
New Versions:#N#Version 21.1 - More control over discount plans. Access to reports via Open Dental Mobile. Taxed procedures display tax amounts in Treatment Plan.
Customer Announcements
07/12/2021 - New installations of the Open Dental Trial Version will use MariaDB beginning 07/14/2021. Existing Open Dental installations will continue to use MySQL. See MariaDB and Questions & Answers on the Trial Version for details.
Portal Features
This process will determine which features are available to patients in the portal.
Import Coding Systems
To allow patients to view care summaries in the portal, you must import standard code systems into Open Dental. We recommend importing all coding systems, but at a minimum import SNOMED CT Codes, CVX, and RxNorms. Also see Importing Code Systems.
Set up Online Patient Payments
Set up payment processor:#N#XCharge (OpenEdge): On the XCharge Setup window, enable X-Web for patient portal payments and enter the X-Web account settings.#N#PayConnect: On the PayConnect Setup window, enter your Username and Password, enable Patient Portal Payments, and click Generate to create a Token.#N#Edge Express: On the EdgeExpress setup window, check Enable Patient Portal payments..
Process Online Patient Payments
Payments made via the portal must be processed in Open Dental. This allows you to make payment splits, attach procedures, and/or attach the payment to a payment plan.
Troubleshooting
Problem: In the portal, patients do not see the Balance Est and Make Payment button.
How we stand out
Patients can schedule and manage their appointments online, anytime. Referring providers can also schedule appointments for patients through their own login.
The openDoctor mindset
As healthcare transformers, we are committed to leveraging technology to improve the patient scheduling experience and get results.
Healthcare scheduling isn't easy
But for patients, it should be. In today's consumer-driven environment, providers can't afford to wait to offer patients online access to schedule all types of appointments and make it simple and easy to use.
Navigating Patient Portal
Patients can navigate Patient Portal by clicking the tabs at the top. Tabs can be included or omitted depending on the settings selected by the office. See Patient Portal Settings. Additional patient portal options include: 1. Contact Us: View contact information about the practice or clinic. 2. Patient Name: The name of th…
Appointments
- In the Appointments tab, patients can view scheduled and completed appointments and view other action needed items, such as appointments that need confirmed and Web Sched Recallnotifications that are still unscheduled. 1. Appointments: View completed and scheduled appointments. 2. Action Needed: View appointments where action is needed, such as confirmin…
Account
- In the Account area, patients can view statements and make payments. 1. Pay: Make an Online Payment. Patients can make an online payment if they have a statement and Online Portal Paymentsis enabled. 2. Open: Open the statement in a new tab. 3. Download (icon): Download the statement. 4. Arrow (icon): View a summary of the balance on the statement. The balance is refl…
Plan
- In the Plan tab, patients can view treatment planned procedures. This tab only displays treatment saved on a Saved Treatment Plan.
Webmail
- View and send private Secure WebMail Featuremessages (between provider and patient). 1. Compose: Send a new webmail message. 2. Inbox: Messages received from the provider. 3. Sent Items: Messages sent by the patient. 4. Secure Email: View Secure Emailmessages. Click on a message to preview it in the bottom of the screen. 1. Bold text indicates an unread message 2. I…
Summary
- In the Summary tab, patients can view, download, or transmit EHR Continuity of Care Document ( CCD ). CCDs are automatically created and saved for patients if the office has downloaded SnoMed Codes and CVX Codes. See Importing Code Systems. Highlight a patient name to view the associated care summary. Click a Table of Contents link to jump to specific information. Th…
Images
- In the Images tab, patients can view PDFs and image files stored in Imaging Modulefolders shared to the Patient Portal. Images display chronologically, oldest to newest. Click to download the file. Only patients with a status of Patient, NonPatient, or Inactivecan download images.
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