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Launching Teamio from Open Dental

Your team lives in Open Dental all day. You can add a button inside Open Dental that opens the currently selected patient directly in Teamio — no searching, no copy-pasting names.

What it does

Section titled “What it does”

With the shortcut in place, a staff member selects a patient in Open Dental, clicks the Teamio button, and Teamio opens straight to that patient’s profile — the page with the patient’s header, tabs, and message/payment/follow-up tools — ready to text them, take a payment, or log a follow-up.

Setting it up

Section titled “Setting it up”

The button is an Open Dental Program Link that points at Teamio with the selected patient. An admin sets it up once in Open Dental:

  1. In Open Dental, go to Setup → Program Links and click Add.
  2. Fill in the fields:
    • Internal Name — leave blank.
    • Description — Teamio Patient
    • Enabled — make sure this checkbox is checked.
    • Path of file to open (no quotes) — 
      https://prod.teamio.app/app/patientprofile/INSERT_YOUR_TEAMIO_SITEID-HERE-[PatNum]
      Replace INSERT_YOUR_TEAMIO_SITEID-HERE with your site’s Teamio Site ID. You can find it yourself: open the Settings menu (the gear ⚙️ icon, top right) → View My Account, and the Site ID is shown at the top of the page (or ask Teamio support). Leave the [PatNum] tag exactly as-is — Open Dental swaps in the selected patient automatically.
    • Local path override — leave blank.
    • Optional command line arguments — leave blank.
    • Text on button — Teamio Patient
  3. Under “Add a button to these toolbars,” select Main Toolbar.
  4. Click OK.

The Teamio Patient button now appears on the main toolbar. Select any patient and click it to open them in Teamio.

Finding your Site ID: open the Settings menu (the gear ⚙️ icon, top right) → View My Account; it’s shown at the top of the page. Still stuck, or want a hand? Ask your office admin or Teamio support.

Section titled “Related: Open Dental Planned Appointments”

Teamio reads your Open Dental planned appointments (treatment the doctor wants done but that isn’t on the schedule yet). They surface where they’re most useful — for example on the checkout route slip, so the front desk schedules the right next visit while the patient is standing there.

Section titled “Related”