Smart Scheduling - Adjusting your Schedule in Open Dental

Smart Schedule integrates directly with the Open Dental appointment book. So if you see blocks of time in Smart Schedule that isn't what you think they should be, use the instructions below to edit your practice or clinic's Open Dental schedule. Completing this process will allow your office to have more control over what days should be blocked off from Smart Scheduling and which schedules should be lengthened or shortened to adjust the openings for future Smart Scheduling appointments. 

Editing the Schedule

  1. Launch Open Dental from the workstation desktop.

  2. Click the Setup button in the top-left corner of the window.

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

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  4. At the Schedule window, adjust the time slots by adding the times and providers to each of the available cells within the Schedule window.

    2021-05-04_14-00-22.png

  5. Double-click on a time slot on the Schedule window to open the Edit Day window. Double click on a specific time slot and adjust the necessary information for that day.

    2021-05-13_14-24-15.png

  6. To associate a provider with an operatory, click on the provider that's available on that day, then click on the Add button to select one or multiple operatories that will be associated with that provider. Once completed, click the Ok button.

    2021-05-11_15-32-54.png

Entering Holidays

  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.

  4. Clear away any appointments that will be needed to be removed for that particular day. To delete multiple time blocks at once, press Ctrl+click to highlight, then click Delete.

  5. On the right-hand side of the Edit Day window, click the Holiday button.

    2021-05-13_14-24-15.png

  6. Enter the Holiday text in the Note field, then click Ok.

    2021-05-14_14-31-22.png

Office Closed

  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.

  4. Clear away any appointments that will be needed to be removed for that particular day. To delete multiple time blocks at once, press Ctrl+click to highlight, then click Delete.

  5. On the right-hand side of the Edit Day window, click on the Note button.

    2021-05-13_14-24-15.png

  6. Enter a description, such as "Closed for Renovations", then click the Ok button.

    2021-05-14_14-30-15.png

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