Smart Scheduling - Open Dental Setup

This article provides an overview of the Open Dental modules that need to be configured in order to integrate with YAPI's Smart Scheduling feature. For this feature to integrate successfully, the Open Dental Appointment Book should be configured first to reflect the practice's availability before making adjustments on the Practice Online Portal. The full customization decisions for how your office will use Smart Scheduling will depend on you as the schedule coordinator and the preferences set for your office. Full instructions on how to customize each module linked to an accompanying Open Dental Help Center article. 

Table of Contents

Scheduling Setup

The following will show how to access provider schedules on Open Dental to be used for Smart Scheduling. Use the instructions below to access provider schedules and associate them with the operatories they will be working from.

  1. Launch Open Dental from the workstation desktop.

  2. On the top-left corner of the window, click the Setup button.

  3. From the following dropdown, click the Schedules option.

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  4. The Schedule window displays so you can adjust the time slots by adding the times and providers to each of the available cells within the Schedule window.

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    The Open Dental version of Smart Scheduling relies on scheduling rules to be applied on a provider basis. If a provider is considered available on that date and time, the user will be able to schedule for that time frame.

  5. Double-click on a time slot on the Schedule window to open the Edit Day window. Click on the provider that will be available on that day, then click the Add button to select one or more operatories associated with the provider. Once completed, click the Ok button.

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Procedure Codes in Quick Add

  1. Launch Open Dental from the workstation desktop.

  2. On the top-left corner of the window, click on the Setup button.

  3. From the following dropdown, click on the Definitions option.

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  4. At the Definitions window, use the Select Category list on the left-hand side to select the Account Procs Quick Add option.

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Click the Add button to add the Procedure codes that are accessible by patients when scheduling appointments.

Set Up Recall Types

  1. Launch Open Dental from the workstation desktop.

  2. On the top-left corner of the window, click the Setup button.

  3. From the following dropdown, click the Appointments option.

  4. In the next dropdown, click the Recall Types option.

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  5. At the Recall Types window, click +Add (located on the bottom-left corner) to add additional Recall Types with their associated Trigger code.

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Recall Types will be needed when configuring recall options on Smart Scheduling. These will be available for recall patients that receive their reminder notification via email. Child Prophy will also be available exclusively on Open Dental on the Smart Scheduling Configuration. 

After Setup

Once all the above-mentioned modules have been adjusted for Smart Scheduling, proceed to configure the rest of the settings from within Smart Scheduling! Proceed to the Practice Online Portal and refer to Smart Scheduling - POP Setup to complete the setup. 

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