multi-office consistency, configuration export / import

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alkhaef
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Joined: Fri Jul 02, 2010 10:37 am
Location: Los Angeles, CA

multi-office consistency, configuration export / import

Post by alkhaef » Thu Sep 02, 2010 3:49 pm

I'm sure this is something that's been discussed in the past, but I couldn't find any keywords that would get me any relevant threads...

Getting every facet of Open Dental customized to our office was a LOT of work, with each bit of work giving huge returns in smoothness of operation. Configuring ops, users/groups, procedure codes, fee schedules, insurances, lists... I'd love to not have to repeat all that work for a second office...

2 multi-part questions:

1. Regarding exporting / importing Open Dental configuration (for example, if you're opening another office)...
A) Does Open Dental have any facilities to do this, inside or outside the program itself? For it to work, it would have to separate database data into content and configuration, with some things potentially being either and selectable on a case-by-case basis - for example, fee schedules
B) I'm assuming A is no... So, are there at least any guidelines on how to do this? I can imagine something like the following:
i. creating a backup
ii. wiping all data out of "content" tables (to touch a table, or not to touch a table, that is the question) - patients, procedures, appointments, etc - taking care to not create broken foreign key dependencies, auto-incrementing keys, etc...
iii. somehow changing licensing-related stuff (i.e. CDT-related, changing Open Dental license so feature requests, etc work...)
iv. "other stuff" that I couldn't possibly foresee, since I haven't memorized every line of code :P

By "guidelines", first and foremost, some help on ii-iv above :P. Has anyone done this? OD team, any help? Please? :P

2. To take my question a step further... Let's say we had 5 offices... I decided to roll out a change that would boost productivity somehow... How can I maintain all offices to be the same, configuration-wise (besides the obvious, sharing one server)? Any ideas?

Thanks a million,
Al
Help! I've OD'ed on OD! :)

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jordansparks
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Re: multi-office consistency, configuration export / import

Post by jordansparks » Fri Sep 03, 2010 9:41 pm

A. Yes, there's a fee schedule export/import. http://www.opendental.com/manual/feescheduletools.html
Most of the other stuff, no, not yet.
B. I can't really give meaningful advice on making direct alterations to database tables. It's outside the scope of what users should be doing. Sorry, there just aren't any easy answers.
Jordan Sparks, DMD
http://www.opendental.com

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