Allow automated messages to filter by procedure type instead of appointment type with Opendental
Open dental creates unique appointments by allowing the office to select the exact procedure codes that will be performed instead of just scheduling general appointment types. This makes it difficult to utilize advanced filters when creating automated messages because it obligates the office to specifically select appointment types that have the exact procedures included in the description of the appointment showing in Weave. The appointment description showing in the Weave schedule shows the list of procedures by abbreviation and not by actual code, but when creating the appointment type it is the actual codes that are selected. The best solution to this would be to add an additional advanced filter by procedure type so that we can trigger specific messages to patients undergoing any specific procedure as part of their appointment and not have to find the specifically tailored appointment type with the exact list of procedures included.