ES
SOP-CL-003 · v1.0
Jun 11, 2026

View Patient Appointments in Open Dental

Claims · Patient appointment lookup

Purpose

Locate and review a patient's past, present and future appointments in Open Dental.

Steps

1Open patient

OD → Search → by name or chart number → select.

2"Appointments" tab

In patient panel, go to Appointments tab.

3Filter by status

Scheduled / Complete / Broken / No-Show as needed.

4View details

Click an appointment to see provider, planned procedures, notes, etc.

Tip: For future appointments you can also use Schedule → Day View and filter by patient.