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Questions about OperatoryView
Find answers about the Board and messaging, setup, supported software, privacy, and billing.
The Board and messages
What does the Board show?
Every operatory from your practice software as a room card, with its patient, procedure, provider and a timer; the patients waiting at check-in on the left; and the ones ready for check-out on the right. It is the same Board on every PC in the office.
How do rooms send messages?
Right-click a room to message it or summon a provider there, or use Message everyone for the whole office. Pick one of your presets or type your own. It pops up at the top right of the PCs it is for, with a chime; sent as an office-wide alert, it comes to the front with a red pop-up.
What happens when someone calls for help?
Every other PC in the office gets the call at once, with a chime, and the room's card flashes on every Board. Anyone can answer On my way, which opens a chat on the calling PC, and the call clears itself after 10 minutes.
Is there a team chat?
Yes. On top of room-to-room messages, OperatoryView has a full office chat: channels open to everyone or to members only, threads, @mentions of people and of stations like the front desk or an operatory, reactions, edits, direct messages, files up to 25 MB with a built-in PDF viewer, and search across the chat.
Do messages leave the office?
Messages go over your office network to the OperatoryView server in your practice. They are kept there for the time your admin sets, 1 year by default and anywhere from 30 days to 7 years, and are included in its backups. They reach us only when someone asks the AI assistant about the day's messages.
Can we keep our own notes on a patient?
Yes. Add an alert in the Patient window, with your practice's own labels and fields. Alerts stay until someone removes them; they are kept in OperatoryView, shown only in the Patient window, and never written to your practice software.
Can the front desk mark a provider out?
Yes. Your team shows who is in today. Mark a provider out, out until a date, or off for the rest of the day, and the Board and Summon follow at once.
Do we have to seat and check out patients in OperatoryView?
No. The Board follows check-in and checkout in your practice software by itself. Seating, moving and sending patients to check-out on the Board are there when they help, and none of it is written back to your practice software.
Setup
How long does setup take?
Under an hour for most practices: install OperatoryView on the server and set it up in the Server Manager, set up each office PC, and arrange your rooms. The connection details for your practice software are emailed separately, usually within minutes.
Who installs it?
You do, with no technician visit. The installer and your license key are on your account page, and the Server Manager checks each step while you watch.
Which computer should it go on?
The server goes on the computer that runs your practice software, because it is always on. Any Windows PC in the office works; every PC goes offline when that computer is switched off. Each office PC runs the OperatoryView app.
Do I need to buy a screen or any hardware?
No. OperatoryView runs as an app on the Windows PCs your office already has. It does not run in a web browser or on phones or tablets, and it needs no extra screens. We sell no hardware.
Does my team have to change how they work?
No. OperatoryView uses check-in and checkout. If you want measured chair time, record when a patient is seated; it is optional, never required.
How many PCs can I use?
As many as you need. One subscription covers every Windows PC in the office: every front desk PC, one PC in each operatory, and your admin PCs.
Compatibility
Which practice management systems does it work with?
Open Dental installed in your office, and Open Dental Cloud through OperatoryView's hosted edition. Dentrix and Dentrix Ascend are coming soon. OperatoryView reads each through its official API, read-only. See Compatibility for the current list.
Does it work with Open Dental Cloud?
Yes. Practices on Open Dental Cloud use OperatoryView's hosted edition: it runs in our cloud, so there is nothing to install on a server, and every office PC connects to it.
Do you support more than one location?
Not yet. One OperatoryView installation covers one practice location. Email sales@operatoryview.com if you run several and we will tell you where that work stands.
Does OperatoryView ever write to my practice software?
One small exception, for itself only. OperatoryView adds a single change notification to your practice software, so your Board updates within seconds of a change. It is one settings entry that points at your own OperatoryView server, and it never changes a patient's record or your schedule.
Will it slow down my practice software?
No. It reads lightly, well within Open Dental's own limits, and never changes your records. Your team will not notice a difference.
What happens if the internet goes down?
Your schedule is read through your practice software's API, which needs your office internet connection. The board says it cannot reach your practice software until the connection returns, then carries on by itself.
Privacy and security
Does patient data leave my office?
OperatoryView runs in your office, reads your practice software read-only, and we keep no copy of your practice data; only the AI assistant reads patient details, when someone asks it something.
Is this a HIPAA problem for me?
OperatoryView is designed to keep patient information inside your practice. We sign a BAA with your practice. It reads your practice software read-only, shows patient details only on your own office's PCs, stores no patient identifier in the analytics, puts a first name and last initial on the Board, and hides names in privacy mode. HHS certifies no software as HIPAA compliant, and no vendor can make your practice compliant — your practice stays responsible for its own program. A written data-flow statement is available for your records.
What does the AI do?
The AI report looks across your practice's numbers for patterns you wouldn't spot, each with its evidence and a suggested next step, from aggregate figures only. The AI assistant answers questions about your practice in plain words, like who is off today, and sees only what the PC asking may see. Both are powered by Claude and run on HIPAA-eligible services under a BAA.
Who can see the board and the numbers?
Only PCs set up for your office, with its office password or, for an admin PC, the Administrator account. Admin PCs see everything, including the analytics. Front desk and operatory PCs see the Board, messages and the schedule, not the analytics, and front desk PCs also see Your team.
What does the board show about a patient?
On the Board: a first name and last initial, the room, the provider, the procedure and the time. Opening a patient shows the details from your practice software that the PC is allowed to see: everything on admin and front desk PCs, what the room needs on an operatory PC. Privacy mode removes names and patient details entirely.
Trial and billing
Do I need a card for the trial?
Yes. You add a card when you start and nothing is charged for 30 days, so the board keeps running on day 31 without a second setup. Cancel before then and you pay nothing.
How do I cancel?
From your account page, at any time, with no email or phone call. The subscription runs to the end of the current period and then stops. Your rooms and settings are kept.
Where can I see billing details?
Billing details are shown before checkout and in your account.
Can I ask questions before signing up?
Yes. Email sales@operatoryview.com and a person who builds the product answers within one business day.
How soon will the analytics show anything?
The Board works from the first morning. If you include your past year during setup, OperatoryView reads the last 12 months of appointments from your practice software in the background, so the analytics have history from day one. If you start from today, they fill in over the first month.
Still have a question?
Email us. The person who answers is the person who builds it.