Open Dental
What data does Sera sync from Open Dental?
Patients, appointments, providers, operatories and reference data — Open Dental stays authoritative.
Quick answer
Sera keeps an up-to-date copy of your patients, appointments, providers and operatories, plus reference data like insurance plans and procedure codes. Open Dental remains the master record throughout.
Required data (this determines your connection health): appointments, patients, providers, operatories.
Optional data (a problem here never marks your practice unhealthy): insurance plans, procedure codes, availability, clinics.
Syncing and write-back
Sera syncs on a schedule and retries failures automatically before flagging them. Appointment changes are made in Open Dental first and then reflected in Sera, and verified insurance results can be written back into Open Dental as insurance verifications.