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SR Intake: Now writing back into Open Dental

Posted on Mar 31, 2021 by Addison Reid

    We're excited to announce a huge, FREE upgrade to SR Intake for customers using Open Dental! Digital intake forms can now automatically transfer patient demographic information into Open Dental. Amazing, right? This can save office staff countless hours of work so they can focus on patients. There’s no longer a need to download a PDF of this information, manually copy the data one line at a time, and hope there aren't any typos.

    This upgrade will likely take one hour to complete but shouldn’t prevent your team from working as normal in the office while the process takes place. Here are a few things you can do in advance to make the upgrade as smooth as possible:

    • Verify your Open Dental Software is version 4.4 or higher.
    • Work with your IT person to ensure your Open Dental Images Folder is set up.
    • Ensure you can provide a Solutionreach Case Manager with admin access to your server where our software is installed.

    Open a Solutionreach support case to notify a Case Manager that you’d like to set this up or schedule a demo to learn more about SR Intake.

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    Topics
    SR Intake

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