How to setup Patient Sync

Here you will learn how to sync a patient's status in Kasper to their status in Opendental.

1. On you Kasper dashboard, there's a section where you can indicate the status of patient as it pertains to their office visit: 

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2. Highlighted in Red are the status names that Kasper uses to allow to keep track of a patient's visit. These statuses can also correspond to a patient's status in Opendental however you are required to set this up via the Patient Sync feature on Kasper.  

3. To access your Patient Sync settings:

  • Go to Settings.  
  • Select Office Settings. 
  • Click on Patient Sync. 

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4. Notice the area highlighted in blue, here you will be able to customize what a patient status in Kasper will correspond to on Opendental. Once these are set, any time you move a patient to different stage on the Dashboard, their status in Opendental will change accordingly.