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.
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.
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.
How to make a payment in a patient portal?
In the Patient Portal, click Account, then Payments tab. Click Make Payment. Enter the amount of the payment. Enter a note that will be viewable to office staff. Select the card to charge the payment to. To select a card already on file, highlight it. The payment will process instantly with the credit card provider.
How to select a credit card already on file?
To select a card already on file, highlight it. The payment will process instantly with the credit card provider. Otherwise, click New Card, enter the credit card information , then click Submit to instantly process the payment with the credit card provider.
How to make a payment without logging in?
To make a payment without logging in: On the Sign in window, patient clicks Make Payment. Patient verifies personal information (First Name, Last Name, Birthday), then clicks OK. Open Dental will attempt to verify the information with an existing patient. If validation is successful, the Payment Options window will open.
Can you make a payment without logging in to the patient portal?
When patients are provided a link to the Hosted Payment URL, they can make a payment without logging in to the Patient Portal. The link launches the Verify Personal Info window.
How to open pending payment in a patient?
In the Main Menu click Tools, Pending Online Payments. Alternatively, in the Main Menu, click Alerts. Select the Pending Payment alert, then click Open. To update the list of Payments Needing Processing, click Refresh. To open a patient's account, right click on a row, then click Go to Account.
How to mark pending payments as read?
To mark the alert as read, select Mark As Read. This will reset the Alert () count and turn off the yellow highlight. To open the Pending Online Payments window, click Open Pending Online Payments. This will also mark the alert as read, reset the Alert () count, and turn off the yellow highlight.
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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