Open Dental: Confirming Appointments in Dental Intelligence

This article will discuss how Dental Intelligence defines a confirmed appointment according to the settings in OpenDental

Grace Richards avatar
Written by Grace Richards
Updated over a week ago

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 Intelligence.

For each appointment created within Open Dental, Dental Intelligence 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:

Set up > 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 Intelligence is looking to determine whether or not that confirmation type counts as confirmed.

If the Abbrev contains the word Confirmed, Dental Intelligence 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 Intelligence:

Note: 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 Intelligence.

Simply adding the word Confirmed to the end of the Abbrev for that confirmation type will correct the issue within Dental Intelligence on the next nightly sync.

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