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Setting up DoseSpot

DoseSpot is a method of sending electronic prescriptions in Open Dental. It is an internet based, secure ePrescribing system. DoseSpot integrates with Open Dental using a program link and offers two-way medication syncing. eConnector and an active support plan are required to register.

For a list of general eRx requirements, see Electronic Rx - Required Information.
Using DoseSpot

The following documentation will need to be submitted, so have it ready.

  • Corporate NPI #
  • Personal NPI #
  • DEA #
  • Tax ID

Setup Overview
Call or email Open Dental support to begin the setup process. This process has three parts:

Part 1: Enable DoseSpot Program Link.

Part 2: Sign up for DoseSpot:
  1. Sign up your practice/first clinic.
  2. Sign up your first provider.
  3. Enable additional clinics (optional).
  4. Enable additional providers and non-providers (called Proxy Clinicians).
Part 3: Complete Identity Proofing.

Practices new to ePrescribing: Enable DoseSpot and begin sending ePrescriptions following the steps below.

Practices already using eRx: Practices using eRx (called Legacy in 17.4 and greater) can choose to switch to DoseSpot (recommended) or continue using Legacy. Once DoseSpot is enabled, the eRx Legacy option will no longer be available. Call Open Dental support to cancel eRx Legacy.

The provider must be present during the call and should allocate ~30 minutes of uninterrupted time. Open Dental will not assist with setup if the provider is not present.

Each provider must register individually by calling Open Dental support.

Part 1: Enable DoseSpot Program Link

  1. In the Open Dental main menu, click Setup, Program Links.
  2. Double-click "electronic Rx".
  3. Select DoseSpot as the eRx Solution.
  4. Check the Enabled box.
  5. Click OK. For practices already using eRx, once DoseSpot is enabled, the eRx Legacy option will no longer be available.

Part 2: Sign up for DoseSpot
Each and every provider who wants to sign up for DoseSpot must call Open Dental support to register. The following instructions are for the first clinic you register. For subsequent clinics, see Additional Clinics.

Obtain Clinic Key and ID and Clinician ID

  1. Call or email Open Dental support to start the process.
  2. The eRx technician will ask you for required provider and practice/clinic information and will ask you to designate a Practice Administrator for EPCS registration.
  3. Email a list containing first and last names of your proxy clinicians to erx@opendental.com and our team will provide IDs for your proxy clinicians.
  4. Your eRx tech will provide you with a Clinic Key, Clinic ID and Clinician ID (allow up to two business days to receive your key and IDs. An eRx tech will contact you).

Enter Clinic Key and Clinic ID

  1. In the Open Dental main menu, click Setup, Program Links.
  2. Double click on electronic Rx.

  1. Double click your clinic to open DoseSpot Property Edit window. This is the clinic you provided registration information for.


  1. Enter the provided Clinic Key and Clinic ID.
    • Notes:
      • Once these fields are entered they cannot be edited. Click Clear ID/Key to remove the text and start over.
      • If clinic information is missing, click Setup to open the Edit Clinic window and enter required info to the selected clinic.

  1. Click OK.

Additional Clinics
Once the first clinic is enabled with DoseSpot, registering additional clinics is easy. There is no charge for additional clinics.

  1. In Open Dental, click Setup, Program Links.
  2. Double click electronic Rx.
  3. Double click the clinic you wish to register.
  4. Click Register Clinic. The Clinic ID and Key fields will populate.
  5. Click OK.
  6. In the Chart module, click eRx. This notifies and updates Open Dental Headquarters.

Part 3: Enable Providers and Proxy Clinicians
This happens automatically when the eConnector is installed. An eRx Alert will notify you when clinics and providers are registered. Below are the steps to complete this step manually.

Enter Clinician ID to Send ePrescriptions
This is required for each provider and proxy clinician who will be sending ePrescriptions.

  1. Once you receive a Clinician ID, in Open Dental, click Setup, Security.
  2. Double click the user to open the User Edit window.

  1. In the DoseSpot User ID field, enter the Clinician ID. Click OK.
  2. The provider and proxy clinician(s) may now access DoseSpot.

Complete Identity Proofing Process
This process only applies to prescribing providers. Each prescribing provider must complete identity proofing before sending ePrescriptions.

  1. In DoseSpot, click the Walk Me Through menu item in the lower right.
  2. Follow the steps on the screen to complete identity proofing.
  3. In approximately eight days you will receive a Session ID by mail.
  4. Once your Session ID arrives, click the notification alert to finalize EPCS setup for the selected provider.

Register for EPCS
There are two parts to register for EPCS.

Part 1: Practice Administrator Login
During the Sign Up for DoseSpot process (part 2), designate the practice administrator(s). This person will access the Administration Console in DoseSpot and enable EPCS for the registered provider(s).

  1. In a web browser, navigate to http://pss.dosespot.com/Admin.
  2. Enter login information. Login information is sent via email when the clinic is registered for DoseSpot.
  3. In the Administration Console, click Edit on the provider/clinician to enable EPCS.
  4. Under TFA Authentication, check the EPCS/TFA Activation box.
  5. Click Save.

Part 2: Register for EPCS
EPCS registration is required in order to submit electronic prescriptions for controlled substances.

  1. In Open Dental, select a patient.
  2. In the Chart module, click eRx to open DoseSpot.
  3. Click the notification alert .
  4. Click Activate. This will initiate a Session ID for the logged on provider. Expect a few days to receive this in the mail.
  5. On a mobile device, download and open the VIP Access app
  6. In VIP Access, click Activate TFA Authentication.
  7. In DoseSpot, enter the Session ID received in the mail.
  8. Enter the Credential ID generated from VIP Access app. Do not include the spaces.
  9. Enter the displayed 6-digit code from VIP Access into the TFA Code on the computer.
  10. Enter in the provider's PIN created during the IDP setup process.
  11. Click Save.
  12. You can now send both controlled and non-controlled substances electronically.

EHR Incentive Program
While DoseSpot has superior features to Legacy eRx, only Legacy eRx - Comprehensive may be used for ePrescribing with EHR Incentive Program. See Electronic Rx.


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