If you would like to track your cancellations and no shows accurately from your Open Dental, there are a few easy steps to follow on how to correctly break those appointments so that Dental Intelligence will pick them up accurately!
Here is a quick video walking you through those steps: 👇
The process to break appointments so that they show up correctly in Dental Intel is shown below:
First, you must enable the Make Broken Appointment Commlog setting in OpenDental, and set the Broken appointment procedure types to a value (we recommend Both). These settings can be found in Setup --> Appointments --> Appts Preferences, here:
2. Create a new operatory called "Broken Appointments" or something similar to that. Here is an example:
3. Drag and drop the appointment that is to be broken into your Broken Appointment operatory. This is to allow you to fill that time with a new patient in that provider's operatory but the appointment will still show as having been broken on that day.
4. Right click on the appointment and choose "Break Appointment".
5. Select either "Missed, leave on appointment book" or "Cancelled - Leave on appointment book" and add the procedure and communication log entry as you see fit.
Dental Intelligence will track whether it was a cancellation or no show based on WHEN that appointment was broken. Here are some examples: 👇
No Show: if an appointment was broken the day they were supposed to come in, this will be counted as a no show because it was within 24 hours of the appointment time.
Cancellation: if the patient calls ahead of time and you were to break that appointment 2 days before the appointment time, this will track as a cancellation.