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eServices Sign Up Portal - Basic View

The Sign Up tab in the eServices Signup Portal is divided into two tabs: Basic View and Advanced View. The Basic View is a simple view of eService sign up options. This view opens by default when there is only one location / clinic.

Clinic: If there are multiple clinics, a Clinic dropdown shows in the upper left. Select the clinic each clinic can sign up for different services.

Permission Level: The security permission level of the logged-on user. Users with the Security Admin permission can change eService settings. Users without this permission have read-only access.

Country Code: Used for Integrated Texting only and determines texting phone number and per message fees. Select the country the practice is in. If you do not see your country, contact Open Dental support to see if the service is available.

Texting monthly limit: Applies to Integrated Texting. Enter the amount (per clinic) to spend on outgoing text messages per month (in U.S. dollars, minimum $1.00). If you reach this amount, you will be unable to manually send text messages until the amount is increased or a new billing cycle begins.
This is a per-clinic limit that applies to every clinic. Example: If $20 is the monthly limit and there are three clinics, each clinic has a limit of $20, but the total amount will equal $60. This amount does not apply to or stop automated eReminders, eConfirmations, or Web Sched Recall messages.

eService, Price, Sign Up/Status

  • The Price column lists the per location monthly fee for the eService.
  • Hover over a service to view information, eService terms, and in some cases the Hosted URL.

  • The Sign Up / Status column indicates whether the eService is currently active, pending stop, or inactive. Click in a box to change its status.
    • Checked: eService is currently active. Patient Portal and Web Forms are free for those on support thus they are always active.
    • Square: eService is pending stop, meaning it will stop on the Next Bill Date. When you disable an active service, the checkmark changes to a square until the Next Bill Date passes.
    • Unchecked: The eService is not active.

    Click the Info button in the upper right to view the Next Bill Date and an explanation of each status.

Total: As you select eServices, the total $ amount will update to reflect new charges. Click + to expand the total to list fees for each clinic:

Save: Apply eService changes. Charges will be reflected in your next statement.


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