This article will walk you through some simple settings within Open Dental that you will need to configure if you want confirmation statuses other than the default "Confirmed" status within Open Dental to register as confirmed within Dental Intel.

For each appointment created within Open Dental, Dental Intel is looking at box titled "Confirmed" on the appointment to determine whether or not an appointment is confirmed, here:

The options in the dropdown menu are defined in Open Dental under Setup->Definitions->Appt Confirmed. For each appointment confirmation type, there is a Name, and an Abbrev. The Name is what you see when you click on the dropdown menu on the appointment, but the Abbrev is where Dental Intel is looking to determine whether or not that confirmation type counts as confirmed. If the Abbrev contains the word "Confirmed", Dental Intel will count all appointments with that status as confirmed. If it does not contain that word, we will show those appointments as unconfirmed. Here are some examples from Open Dental that will count as confirmed in Dental Intel:

Often, other third-party appointment confirmation softwares will create their own confirmation types for the appointments they confirm, and those appointments will not track correctly as confirmed in Dental Intel. Simply adding the word "Confirmed" to the end of the Abbrev for that confirmation type will correct the issue within Dental Intel on the next nightly sync.

As always, feel free to contact support through our messaging service or at 801-717-2777 ext. 2 with further questions.

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