Take these steps to set them up as a new User: If your new provider has different office fees or different insurance reimbursement rates, enter their fees in the appropriate fee schedule(s).Add the new provider and any newly added operatories to appointment views.Create a new operatory for them, or assign them to an existing operatory.Add them as a user in Open Dental, and be sure to link their provider name under Provider.Any appointments they may have been assigned to will not be affected.) If you get a message that their schedule will be deleted, that’s OK, it’s just going to remove their schedule. Link them to the appropriate fee schedule (your practice’s default fee schedule will be assigned automatically.) Select their specialty, and if they are a hygienist, be sure to check the “Secondary Provider (Hyg)” check box to avoid claim issues. (If you notice any past providers on the list, you can double-click & mark them hidden. If your new hire is a provider (Dentist or Hygienist), do this first. You want your new employee to get up to speed quickly and have the training they need to be successful – we do too! We are here to help you and your new staff learn the ins and outs of Open Dental, so don’t hesitate to reach out when you need us. This is especially useful if you are using the wiki to document interoffice protocols or procedures that your new team members will need to know, or you have wiki pages with links to external resources (like training videos) that they will need to watch before a certification can be marked complete.
You can set up custom certification categories for different job titles or roles in your office, set up the certifications in the order they need to be completed, and link your certifications to Open Dental Wiki pages. Filter to Show Only Incomplete, then select an employee or multiple employees (click/drag or Ctrl+click to select the employees) see what’s left to be completed. More info on setup can be found in our online manual.Ĭertifications for all your employees can be managed from this one location. Use the Setup button in the upper left to set up certifications.
Learn more in our online manual: Certifications.
#Open dental software tutorial manual#
Clicking on it will take you straight to that page in our online user manual so you can learn more about that part of the software. There are loads of playlists by topic on our channel, and you’ll love our QuickTip Videos for learning a single process in just a minute or two! Tap into the ?Įach window in Open Dental has a ? in the upper right corner. This will take you to our Webinars page with a handy outline to help guide your training. In the software, go to the Help Menu and select Training Videos. We have over 150 videos available at on our YouTube Channel. Please note: Your office must be on support (or have your final conversion scheduled) to schedule training. Want a trainer to come to you? We can do that too! Learn more about on-site training here. Give us a call today to get your new employee training scheduled!
And online training with a Certified Open Dental Trainer gives your staff the chance to ask questions – something they aren’t able to do when watching a video or reading the manual. We customize the training to focus on the Open Dental knowledge they will need to carry out their specific responsibilities so they get the targeted learning they need. With our live online training, you can connect your employee (or group of new employees) with a Certified Open Dental Trainer for a one- or two-hour session. Training is the best investment your practice can make, and online training is a small investment that can yield tremendous benefits. We have many resources to help your new employee learn the software! Customized online training with an Open Dental Trainer. Training the new employee to handle things properly from the start sets them up for success, and helps prevent costly cleanup down the line.įirst things first, you need to set your new employee up in Open Dental and give them the permissions they need to do their job. The new team member has a lot to learn about your practice, not the least of which is how you manage things in Open Dental. Bringing on a new employee can be an exciting yet stressful time for your practice and existing staff.
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