Database Split Checklist for Open Dental

This document is a checklist designed for the database split process in Open Dental, particularly when providers leave a practice and wish to take patient data with them. It outlines the necessary steps and considerations involved in splitting a database, which can be executed by provider or by clinic. The checklist includes sections for general information, database information, digital imaging software, and scanned documents management. It emphasizes the importance of verifying data accuracy post-split and provides options for handling the OpenDentImages folder. Additionally, it advises on zeroing out account balances and grouping families before the split. Acknowledgments are included to ensure that users understand the implications of the split, including potential inaccuracies in account aging and the absence of historical audit trail data in the new database. The document concludes with a section for signatures to confirm the accuracy and authorization for proceeding with the split.