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Open Dental Tasks

All patient follow up items should be communicated through tasks in Open Dental. Below is your guide to adding a task to Open Dental and sending it to the appropriate team member.

How to Send a Task in Open Dental

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1. Make sure you on the patient you need a task sent for

2. Click the “Tasks” button

3. Choose the person to send the task to

4. Click “OK”

5. Add a note of what needs to be done. This is added to the patient chart – don’t write anything you wouldn’t want a patient to see.

6. Click “OK”



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