Send a note to Open Dental

Who can do this: Doctors, Hygienists, Office Managers and Owners. Back Office can’t send notes.

Available if your plan includes NixDent Notes, and only for offices whose Open Dental connection can accept notes. If you don’t see the Send to PMS card, copy and paste the note instead (see Record and sign a clinical note).

Go to Notes → Record and pick a single office at the top of the page. The Send to PMS card sits under Generated Note.

Send the note

1. Record or write the note first. The card waits until there is a note to send.
2. Click Choose patient. In Choose the patient, pick them from the Schedule tab (today’s appointments) or from Search by name, check the date of birth, and click Use this patient.
3. Choose where the note goes:
   • Attach to a procedure: it appears in the Chart’s progress notes.
   • Add to Documents as a PDF: for a consult, or a visit with nothing to attach it to.
4. For a procedure, choose it under Which procedure? When the visit has procedures, one is ticked for you. Change it, or tick more to put the same note on each.
5. Click Send to PMS.

NixDent tells you what happened:

Message	Meaning
Sent to the PMS	The note is in Open Dental now
Queued for the PMS	It will appear once your office’s connection picks it up
Not sent	Something stopped it. The message says why

Caution

The patient you choose decides whose chart the note goes into. Always check the name and date of birth before you send.

A procedure isn’t in the list

Procedures posted in Open Dental a moment ago may not show yet. Click Refresh to check Open Dental directly. If there’s still nothing to attach to, choose Add to Documents as a PDF.

If nothing is attached to the appointment, the list shows the patient’s recent procedures instead, newest first, grouped by date. Check the date before you tick one.

Sending again

• To a procedure: sending again replaces what was written. It doesn’t add a second copy.
• To Documents: sending again adds an updated copy.