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How to configure Patient Sync
How to configure Patient Sync

Here you will learn how to sync a patient's status in Kasper to their status in Open Dental.

Updated over a year ago

On you Kasper dashboard, there's a section where you can indicate the status of patient as it pertains to their office visit.

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Highlighted in Red are the status names that Kasper uses to allow to keep track of a patient's visit. These statuses can also correspond to a patient's status in Open Dental however you are required to set this up via the Patient Sync feature on Kasper.

To access your Patient Sync settings:

  1. Go to Settings in the left-hand menu bar.

  2. Select Office Settings.

  3. Click on Patient Sync.

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In the "Status in Open Dental" column, you can customize how a patient's status in Kasper corresponds to their status in Open Dental. Once these settings are configured, whenever you move a patient to a different stage on the Dashboard, their status in Open Dental will automatically synchronize accordingly.

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