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Bridge - Podium

Podium allows users to automatically send review invitations to new and recurring patients. Podium uses your practice's appointment schedule to send review invitations by text message to existing patients at increments of your choosing. Podium accesses your database of patient phone numbers automatically, so you will never have to worry about manually sending out review invites.

To sign up for Podium and begin using their services, visit Podium OD. You must be signed up for Podium to use the bridge in Open Dental. Once set up, click the Podium button in Standard Reports to launch your account.

Note: Exceptions thrown by Podium can be found in "PathToOpenDental"\Logger\Podium.

To activate the bridge:

  1. In the main menu click Setup, Program Links. Double click on Podium.
  2. Check the Enabled box.



  1. Enter your Computer name or IP.
  2. Enter the API Token and Location ID supplied by Podium.
  3. To use OpenDentalService, check "Use service to send invitations". If not, the computer that will send Podium review invitations needs to have Open Dental running at all times. To install OpenDentalService see Service Manager.
  4. To show Podium commlogs in the Chart Module, check "Show commlogs in the chart". Uncheck to hide commlogs from the patient chart. This box is checked by default.
  5. If Clinics is enabled, choose the clinic that will be associated with the invite. The Location ID will change depending on clinic.
  6. Set Trigger Rules. After the trigger action (e.g. an appointment is set complete), the invitation will be sent according to the rules.
  7. Select trigger options for existing and new patients.
    • Set complete: Send an invitation after an appointment is set complete.
    • Time Arrived: Send an invitation after a patient is marked arrived.
    • Time Dismissed: Send an invitation after a patient is marked dismissed.

To remove the Podium button from the Reports window:

  1. Uncheck Enabled then click OK.
  2. Double click Podium in the Program Links window to open Podium Setup.
  3. Check Hide button in Standard Reports.
  4. Click OK.

Instructions For Version 15.4 And Earlier
To activate the bridge:

  1. In the Main Menu, click Setup, Program Links. Double click on Podium.
  2. Check the Enabled box.
  3. Double-click the Value field to enter required information. API Token and Location ID are supplied by Podium.
  4. Do not enter Text on button or Add a button to a toolbar. These features are non-functional for this bridge.
  5. Click OK.


 

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