You keep Open Dental. This works alongside it and doesn't replace it. Your database, your chart layout and your team's training stay as they are.
Record at the chair or narrate after the patient leaves. 'Transcription uses a medical speech model. In record-then-transcribe mode it also gets a dental vocabulary list, which includes terms like composite, SRP and articaine. You review every word before approving.' You review every word before approving.
You get a structured clinical note, not a transcript dump. Edit anything you want. With dictation, the note itself is not written to Open Dental until you approve it. If AI charting is turned on, 'If AI charting is turned on, the existing work and planned treatment you dictate are charted in Open Dental when the recording finishes. Existing work goes in as Existing Other, because Open Dental's API can't create Existing Current Provider. Conditions such as a watch or caries are charted only if your office has a matching condition code set up in Open Dental.'. 'You can switch that off so they wait for your approval. If something is charted wrong, correct it in Open Dental as you normally would.' (Drop 'undo' until a live OD undo is verified.)
The approved note is written to Open Dental as a procedure note (ProcNote) on the first completed procedure for that patient on the visit date, Remove every ProvNum/provider claim. Step 3: 'The approved note is written to Open Dental as a procedure note (ProcNote) on the first completed procedure for that patient that day.' Delete writesBack item 2. Replace that FAQ answer with: 'The note sits on a completed procedure, and that procedure already carries the provider Open Dental has on it. We don't set a separate author on the note itself, so if a hygienist and a doctor both worked that day, check which procedure it landed on.' bottomLine: '...the note lands on the visit's completed procedure.' (drop 'under your provider when they're mapped').. Open Dental has to echo our note back on that procedure before we mark it filed. A 200 response alone does not count.
A procedure note needs a procedure to attach to. If nothing has been set complete for that visit in Open Dental yet, the note shows 'Not in chart' with the reason. It stays on our side and is retried every 15 minutes, so it files once the front desk or the doctor sets the work complete.
Setup takes about five minutes. We issue the API key, you turn on the API in Open Dental (Setup > Advanced Setup > API) and paste the key in, and the connection is tested. Open Dental's eConnector has to be running on your server. There is nothing for us to install at the office, no database credentials or VPN, and nothing to convert or re-import.
No. Open Dental stays your system of record and your chart stays where it is. This writes into it.
It goes on a procedure. The note is written as an Open Dental procedure note (ProcNote) on the first completed procedure for that patient on the visit date. That is the same place a note typed into the procedure would go, so it shows in the patient's Progress Notes with that day's work. On a visit with several procedures, it goes on the first one, not necessarily the one the note talks about most. If that procedure already has a note, Open Dental makes ours the current note and 'Open Dental shows ours as the current note on that procedure and archives the earlier one, which you can see in the Chart module under the Show tab, Audit.'. It is a normal entry in your own database, readable by anyone on your team with or without us.
No, and that is deliberate. The Comm Log is Open Dental's communication record for calls, texts and emails. Clinical findings don't belong there. If a clinical note can't attach to a procedure, we show it as not filed and retry. We don't quietly drop it into the Comm Log.
Almost always it is because no procedure for that patient has been set complete in Open Dental for the visit date yet, so there is nothing for a procedure note to attach to. Set the visit's work complete as you normally would. We pick up completed procedures on a 15-minute sync and retry the note on the same cycle, so it files on its own shortly afterwards. The note stays on our side while it waits.
If the visit's completed procedure is already in Open Dental and has been picked up by our sync, the note is written as soon as you approve. If the procedure was set complete in the last few minutes, allow up to about 15 minutes for the sync and the retry. We don't promise a fixed time after checkout on Open Dental, because it depends on when the procedure is posted.
Yes, when the treating provider is mapped to an Open Dental provider number. We set ProvNum on the procedure note to that provider. That lets a multi-doctor or doctor-plus-hygienist office see whose note it is without opening it. If the provider isn't mapped, the note is still written, without a provider number.
Keep the wording, but retire or reroute the legacy DoctorResourcesTab 'Sync to PMS' button to the procnote path before publishing. Otherwise add: 'The older Sync to PMS button in Doctor Resources behaves differently; use Approve.' Completing the visit stays your team's call in Open Dental, and that is also what gives the note a procedure to attach to. If AI charting is turned on, the findings you dictate are charted separately when the recording finishes, as described above.
No. We don't store dictation audio. It is held in memory long enough to transcribe and then discarded, and it is never written to disk, cloud storage or a database. 'In record-then-transcribe mode, the transcript is kept with the note, encrypted, so you can check the note against what was said. In live mode, the transcript is kept for 24 hours after recording and then erased. The approved note itself is permanent.' Separately, there are consent-based recording features that do store audio. A practice has to turn those on deliberately, and they are not part of dictation.
In live mode, the transcript saves as you speak, so a dropped connection or a closed tab doesn't lose what was said, and you are offered it back to carry on. In record-then-transcribe mode, nothing is saved until you stop, so finish the recording before closing the tab.
Yes. Hygiene notes and doctor notes are shaped differently, and the note follows the appointment's procedures instead of forcing one template on both.
No. We don't import your existing progress-note history. Notes written here are filed going forward, and your past notes stay in Open Dental where they already are.
We have not verified it with an Open Dental Cloud (OD-hosted) office yet. Our connection uses Open Dental's API through the eConnector. If you are on Open Dental Cloud, ask us before signing up and we will check it with you.
Yes. Protected health information is encrypted at rest at the field level, and we sign a BAA before any patient data is exchanged. A BAA comes with every plan.
If you already run Open Dental and notes are what keep you at the office after hours, this is built for that. You dictate and approve, and the note lands on the visit's completed procedure, under your provider when they're mapped. If the procedure isn't posted yet, the note waits on our side and retries, and it shows you why it isn't in the chart yet.
Open Dental is a trademark of Open Dental Software, Inc. Intake.Dental is an independent product and is not affiliated with, endorsed by, or sponsored by Open Dental Software, Inc.
Dictate the visit, review a structured note, and approve it. Either fix the code first (send the appointment date from ClinicalNoteDictation, and use the practice's local date instead of UTC), or reword it: 'The note is attached as a procedure note to the first completed procedure posted for that patient on the day you approve it, so approve notes the same day as the visit.' Apply the same wording everywhere 'visit date' appears., so it shows in the patient's Progress Notes with that day's work. It uses Open Dental's API, and you keep the system you already run.
Prezentacija od 20 minuta koristeći Vaš raspored i Vaše šifre procedura. Bez promjene sistema, bez migracije, bez zamjene.
