--- title: "Assistants who work in Open Dental" description: "Dedicated assistants who work inside Open Dental every day: setup support, daily admin, data hygiene, reporting and customer communications. Get in touch." url: https://assistbpo.com/software/open-dental/ updated: 2026-09-20 publisher: AssistBPO (SS Support Network LLC) language: en-US --- # Assistants who work in Open Dental AssistBPO's Open Dental virtual assistant is an employed dental admin who works inside your own database. Booking from the Pinboard and Unscheduled List, running the Recall list, verifying insurance, sending claims and posting to the Account module. - Dental practice management - Your account, your data [Get a staffing plan](https://assistbpo.com/get-a-staffing-plan/) [Book a 20-minute call](https://assistbpo.com/book-a-call/) HIPAA-trained staff, a signed BAA and minimum-necessary access. We supply the person, a trained backup and a team lead. In short - Recall list and Unscheduled List worked every single day - Insurance verified ahead of the visit and written into the plan - HIPAA-trained assistant under a BAA, plus a backup and team lead Open Dental Dental practice management by Open Dental Software, Inc. · US Open Dental is a product of Open Dental Software, Inc. The name and mark identify the software we work in; AssistBPO claims no partner, reseller or certification status unless held. Updated September 2026 · Reviewed by [Issabela Masters](https://assistbpo.com/team/issabela-masters/) ## Why do Open Dental users need a virtual assistant? Open Dental gives an office more control than almost anything else in dentistry, and that control comes with a long list of screens that only pay off when somebody works them. The Recall list is accurate. The Unscheduled Treatment Plan report is accurate. Aging of accounts receivable is accurate. None of that fills a chair on its own. In a two-doctor office the front desk is answering phones, checking patients in and handling the hygienist who needs a claim narrative, so the lists wait for a quiet afternoon that never comes. An assistant works them on a schedule instead, calling, texting, verifying and booking, so the operatory time you already pay for gets used. ## What can a virtual assistant do inside Open Dental? **Appointments module and Pinboard** : Books, moves and confirms appointments across provider and operatory columns, and uses the Pinboard to slot short-notice patients into gaps the same morning. **Recall list** : Works recall by due date with calls, texts and Web Sched links, books hygiene visits and records the reason whenever a patient defers. **Unscheduled List and broken appointments** : Chases every broken or unscheduled appointment within a day, reschedules and notes patterns for the doctor when a patient repeatedly cancels. **Insurance plans and verification** : Keeps carrier, subscriber and plan benefits current, runs the insurance verification list ahead of each week and records frequencies, maximums and waiting periods. **Claims and attachments** : Sends claims with narratives and images attached, works the outstanding claims report by aging bucket and resubmits rejections with the correction noted. **Account module** : Posts payments and adjustments as your office manager directs, sends billing statements on your cycle and makes courteous balance calls from approved scripts. **Treatment Plan module** : Follows up presented treatment that was never scheduled, books the visit, and keeps saved treatment plans tidy so the case acceptance report means something. **Task lists and reports** : Uses the Manage module task lists to hand work back to the office, and pulls production, income and aging reports with a short written summary. ## Integrations we handle - Open Dental and [Dialpad](https://assistbpo.com/software/dialpad/) Patient calls answered in your practice name, with the outcome written back onto the appointment or account note. - Open Dental and Vyne Dental Claim attachments and electronic submissions routed through your existing account, with rejections worked the day they land. - Open Dental and Dental Intelligence Practice metrics cross-checked against Open Dental reports so the numbers in your morning huddle are consistent. - Open Dental and [QuickBooks Online](https://assistbpo.com/software/quickbooks-online/) Daily deposits and adjustments reconciled with your bookkeeper so the ledger and the bank statement agree. - Open Dental and [Microsoft 365](https://assistbpo.com/software/microsoft-365/) Shared mailbox and calendar for office coordination. Patient information stays inside Open Dental and your approved systems. ## Which Open Dental admin tasks can you delegate? - Work the Recall list by due date each day - Chase broken appointments and the Unscheduled List - Confirm tomorrow's schedule by phone and text - Fill same-day gaps from the Pinboard - Run insurance verification for next week's patients - Update carrier, subscriber and plan benefit details - Send claims with narratives and attachments - Work the outstanding claims report by aging - Post payments and adjustments as directed - Send billing statements on your cycle - Follow up unscheduled treatment plans - Pull production, income and aging reports with notes ## Roles that work in Open Dental Front desk & phones ### Medical scheduler Dedicated medical scheduler - Practice management system fluency and clean scheduling habits - Knowledge of visit types, durations and provider preferences - Warm, patient phone manner with anxious or elderly callers Works in Hire a remote medical scheduler [Medical scheduler](https://assistbpo.com/roles/medical-scheduler/) Data & back office ### Insurance verification specialist Dedicated verification specialist - Working knowledge of dental and medical insurance plans, terms and benefit structures - Payer portal navigation and patience on payer phone lines - Accurate documentation in the practice management system Works in Hire a remote insurance verification specialist [Insurance verification specialist](https://assistbpo.com/roles/insurance-verification-specialist/) Executive & admin ### Administrative assistant Dedicated administrative assistant - Accurate data entry with a habit of double-checking - Strong document formatting in Word, Google Docs and PDF tools - Spreadsheet skills: lookups, filters, pivot tables, basic formulas Works in Hire a remote administrative assistant [Administrative assistant](https://assistbpo.com/roles/administrative-assistant/) ## Services delivered in Open Dental - [Dental virtual receptionist](https://assistbpo.com/services/dental-front-desk/) - [Appointment scheduling service](https://assistbpo.com/services/appointment-scheduling/) - [Billing support outsourcing](https://assistbpo.com/services/billing-support/) - [Data entry services](https://assistbpo.com/services/data-entry/) ## Other dental practice management tools we work in - [Dentrix](https://assistbpo.com/software/dentrix/) - [All tools](https://assistbpo.com/software/) ## Frequently asked questions ### What does an Open Dental virtual assistant do day to day? They open with the schedule: confirmations for tomorrow, gaps for today filled from the Pinboard and the Unscheduled List, and a check that everyone arriving this week has verified benefits. Mid-morning is recall, worked by due date with calls, texts and booking links. Afternoons are insurance and money: claims sent, rejections corrected, aged claims chased, payments posted as directed and statements sent on your cycle. Late in the day they follow up presented treatment that never got booked. The end-of-day report lists bookings, recall contacts, claims and collections. ### Do you have Open Dental certified assistants? Assistants on our dental desk are trained on Open Dental before they work in a live database: the Appointments module and Pinboard, Recall, Family and Account modules, Treatment Plan, insurance plans and verification, claims and the standard reports. The training is ours. We do not claim Open Dental Software vendor certification for our staff, and AssistBPO holds no partner, reseller or affiliate status. On privacy, no vendor or government body certifies a company as HIPAA compliant, so we do not claim it. We provide HIPAA-trained staff, a signed BAA and minimum-necessary access. ### How much does an Open Dental virtual assistant cost? Plans depend on hours, desks and coverage. Get a staffing plan within 1 business day. A dedicated dental admin is priced per person for a monthly block of hours in your time zone rather than per call, per claim or per booking, so a big recall campaign does not raise the bill. Your Open Dental license and support fees stay with the practice and are billed by the vendor directly. Many offices start with mornings on recall and insurance, then add afternoon coverage for billing once the schedule tightens. ### How does the assistant access our database securely? Through the remote path your practice already uses, usually a remote desktop or terminal server session into your own network, or your hosted Open Dental environment. Your IT provider creates a named Windows and Open Dental user with the permissions you choose and can limit login hours. The database is never copied and patient information never lands on our systems. All activity is logged on your side under the assistant's own user, so the practice keeps a complete audit trail without relying on us for it. ### How do you protect patient information? A business associate agreement is signed before any access is granted. Assistants complete HIPAA training at onboarding and each year after, and work from managed company devices with encryption, two-factor authentication, automatic screen locks and no local downloads. Access is minimum necessary: the modules required for the tasks you assign and nothing more. Background checks and confidentiality agreements come before hire. Assistants are employed, managed staff of the group rather than freelancers, so those obligations sit inside an employment relationship. ### Can the assistant talk to patients about treatment or money? They handle scheduling, recall, insurance benefits as written in the plan, statements and payment arrangements you have approved. Clinical questions go to your team. So do disputes, treatment decisions and anything a patient is upset about, with a note in the account and a message to your office manager the same day. Reminder, recall and balance calls run with lawful consent and do-not-call scrubbing, and the contact preferences stored in the patient record are followed. We do not work third-party collection accounts. Next step ## Your desk, staffed. Wherever you are. Tell us what is overloaded. A named person replies within 1 business day with a staffing plan, and we propose your assistant within 72 hours. [Get a staffing plan](https://assistbpo.com/get-a-staffing-plan/) [Book a 20-minute call](https://assistbpo.com/book-a-call/) Or call [+1-657-777-0006](tel:+16577770006) during US, UK or Australian business hours, or [hear our demo receptionist](https://assistbpo.com/demo-line/). - A named assistant proposed within 72 hours - Employed, screened and managed staff, never freelancers - Your hours, your tools, your data --- Source: https://assistbpo.com/software/open-dental/ · Contact: https://assistbpo.com/contact/ · Full site map for agents: https://assistbpo.com/llms.txt