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Open Dental - Verified Check on Appointment View

The Zuub Insurance Verified Check on the Open Dental Appointment View can be removed or added to any number of Open Dental Appointment Views.

Step by Step Instructions:
  1. Open Open Dental
  2. Go to Setup -> Appointments -> Appointment Views

  3. Select the view and make sure the "Zuub Insurance" option is listed in the "Lower Right Corner" section. If not, you can add it under the "Appt Field Defs" section and add it with the right arrow . This will push it to the "Main List" section.

  4. Double Click on the "Zuub Insurance" option, assign to LR and change color to Blue.

  5. Repeat for each Appointment View and each Clinic as needed. Ensure the "Zuub Insurance" option is in the "Lower Right Corner" section for each.

For the best results, ensure the "Zuub Insurance" option is on top of the stack in the "Lower Right Corner" section.


This resource was updated 9/24/2024.