Setup & Configuration
How to set up and configure every feature in Open Dental.
#Report / guideUpdated
1Setting Up Voice Perio ChartingLearn how to set up voice perio charting in Open Dental to record pocket depths and clinical data hands-free, improving your hygiene workflow efficiency.6/24/20262Configuring Open Dental Port NumbersLearn how to correctly configure port numbers in Open Dental to ensure your server and workstations communicate properly for a stable, connected practice.6/23/20263Open Dental API Authentication SetupLearn how to configure open dental API authentication to securely connect your third-party software to your practice management data.4/18/20264How to Set Up a Clearinghouse in Open DentalLearn the correct open dental clearinghouse setup process to ensure your electronic claims are sent and received accurately. Follow our step-by-step guide.4/11/20265How to Set Up a Clearinghouse in Open DentalLearn the correct open dental clearinghouse setup process to ensure your electronic claims are sent and received accurately without errors or delays.4/2/20266How to Install Open Dental UpdatesLearn how to install Open Dental updates safely and efficiently. Follow our step-by-step guide to keep your practice software current and secure.3/27/20267Installing Open Dental on a WorkstationLearn the correct steps for installing open dental on a workstation to ensure your practice runs smoothly. Follow our guide for a successful setup today.3/27/20268Open Dental Canvas Setup GuideFollow this Open Dental Canvas setup guide to visualize patient data in one view. Learn how to configure the Canvas for your practice in version 25.3.3/27/20269Open Dental: Patient Testing Setup GuideLearn how to perform an Open Dental: patient testing setup to safely train staff and verify workflows without affecting your real clinical data or reports.3/27/2026