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eServices FAQ

Below are some frequently asked questions about Open Dental eServices.

How much does each eService cost?

Look in the Signup Portal, or see Fees for Software, Support, and Services

How do I start using eServices?

  1. Install the eConnector or call support to do this for you.
    • All eServices hosted by Open Dental use the eConnector; it is typically installed on the server and acts as a gateway of communication between your computer and our secure servers. Important: Your server will need to remain on at all times because the communication between our secure servers and your office relies on the Open Dental service. If the server is turned off, it disconnects our ability to communicate until it is turned back on.
  2. Sign up for the service. In version 17.1 and greater, use the Signup Portal. For all other versions, contact Open Dental.
  3. Refer to the setup steps for each service for the next steps.

Do I have a compatible setup?

See Computer Requirements. At this time, the eConnector is not compatible with Linux or Mac.

Do I need an IT Professional?

An IT professional is optional when installing the eConnector.

What do I need to do when I update Open Dental versions?

Always update Open Dental versions from the computer that hosts the eConnector. Stop the service before you update. See Stopping Open Dental Services. If you forget to stop the service, see General eServices Troubleshooting.

How do I disable a module I do not want my patients using in Patient Portal?

See Setting up the Patient Portal, Portal Features.

How do I allow my patients to start paying online through the Patient Portal?

See Online Patient Payments. You must be using XWeb as a CC processing service.

What can my patients see in the Patient Portal?

It depends on the features you have enabled during setup. To see an example of all options, see What Patients See in the Patient Portal.

The password for my patients use part of their SSN. How can I keep this from happening?

You can manually change a password when Granting Access to the Patient Portal. To automatically generate a more secure password, update to Version 17.4.9 where the SSN is no longer used.

What if a patient wants to opt out of text messages or email communication?

On the Edit Patient Information Window mark Text OK as No and remove the email address from the Email Addresses field.

Open Dental Software 1-503-363-5432