Open Dental User Newsletter
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Stable Version 20.3 has now been released with exciting new features!

Click on New Feature Highlights below to learn more.

Newsletter Contents
Announcements and Helpful Information

Seeking Beta Testers:
Web Sched Existing Patient

If you are currently using Web Sched New Patient and want to beta test the new Web Sched Existing Patient feature, please email This new feature allows existing patients to schedule their appointment online.

End-of-Year Letters: Scheduling Care Before Benefits Expire

Help your patients get care before their benefits expire! Learn how to prepare & send end-of-year letters, critical to both your patients' oral health and the financial health of your practice.

Feature Highlight: Open Dental Apps

Learn more about apps from Open Dental that can help you and your staff manage your practice even more efficiently.

Turning Claims Curveballs into Home Runs

Insurance can throw you some pretty tricky curveballs on claims. In this post, we’ll discuss what to do when insurance pays on a different code than you billed, processing single and batch claims, posting partial or multiple claim payments, handling insurance overpayments, interest payments, and more so you can knock it out of the park!

Channeling the Chart Module

The Chart Module is at the heart of patient care. Learn about customizing the layout, charting treatment, storing medical info, and more
New Feature Highlights
For the full list of new features by version, please visit the versions page in our manual.
New Features in Stable Version 20.3 include the following.

CareCredit Integration
TERRIFIC NEWS!  CareCredit is now integrated into Open Dental.
CareCredit’s integration makes it easier to transact, apply and look-up cardholders-making it easier for you to help more patients get care. See more in Highlighted Partners.

eClipboard - now with BYOD
eClipboard now has a Bring Your Own Device (BYOD) feature that allows patients to check-in and fill out forms on their own device. You must be signed up for eClipboard to use this.

Web Sched Existing Patient
Once enabled and set up, existing patients can schedule their own appointments online.
Please note: Web Sched Existing Patient is currently in beta. Only customers actively beta testing this feature can view it. If you’d like to test this feature, please email

Blue Book Feature
You’ve been asking, and Blue Book is here! Blue Book uses the allowed amounts entered on received claims to determine estimates for future procedures. This makes treatment plan estimates more accurate for your patients on out-of-network insurance plans.

Language Translations for Web Forms
The ability for you to create different language versions of your sheets was introduced in Version 20.1.
Now, patients completing forms online will have the ability to pick from the available language options you’ve created.

Patient Responsibility column can now be added to the Edit Claim and Enter Payments windows
Just enable the option in Account Module Preferences, and the column will display in the Edit Claim window and Enter Payment window when receiving an insurance payment.

Automated Birthday Emails
You can now set up automated birthday emails to send a greeting to your patients to help them celebrate their special day.

The Appointment Module has a new toolbar and layout!
  • All your favorite tools are centralized in one location and easier to find.
  • The look & feel is more consistent with other areas of the program.
  • The result is a cleaner look and more room for appointment statuses to display on the right.

See more details and videos on these features in the 20.3 version highlights blog post.

In Beta Version 20.4
  • Zoom Feature allows users to enlarge the overall display of Open Dental.
  • Insurance Verified Date can be added to the appointment bubble.
  • Patient preferred name can be used in eReminders/eConfirmations.
  • Patient-specific time patterns can be set in the Edit Recall window.
Tips & Tricks
Have you seen this Tips & Tricks blog post? Brought to you by your Open Dental experts, this edition discusses a tool to help you organize your (many many) fee schedules, how to add and view both patient forms and consent forms in the Forms window, and how to set things up so patient records are auto-saved in your Imaging Module. 
 Follow our blog to receive post updates.
Highlighted Partners & Supplemental Services

TERRIFIC NEWS! CareCredit is now integrated into Open Dental.

The integration will make it easier and faster to:
  • Transact directly from the patient’s account with automatic posting to the ledger.
  • Identify which patients are pre-approved for financing, those who should be referred to a full application, or those who already have an existing account, by adding an indicator to your Appointment View.
  • Look-up existing CareCredit credit card accounts.
  • Apply from the Account Module or Treatment Plan Module.

Learn more about the integration in our online manual or watch the demo video.

Disaster Recovery Planning – what you need and why you need a disaster recovery data center

A disaster recovery data center is an essential requirement of every disaster recovery plan to keep the business running in the event of an unexpected catastrophe. Learn more in this post.

Expect Extra Value from Your Payment Processing Partner

See how top-performing dental practices are coming back strong from the pandemic-related shutdown, and steps you can take today to finish the year strong.

Expect Extra Value from Your Payment Processing Partner

When deciding on a payment processing partner, look beyond payment features to find additional value, like those outlined in this post.
Get to Know Us
Meet a few of our rockstars who were awarded Employee of the Month in 2020.
Dental Trivia

Smiling is the best way to exercise your facial muscles.
Practice it every day!
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