In the Main Menu, click eServices.

Sign up and setup for eServices is managed from the eServices Setup window.

• Signup: Sign up for eServices using the Signup Portal. eServices Signup.
• eConnector Service: Install and monitor the eConnector. This service is used by, and required for all eServices hosted by Open Dental. It only needs installed once.
• Manage Devices: Open the Device Manager for use with ODTouch and eClipboard.
• Mobile Web: Set up options for the Mobile Web. Mobile Web.
• ODTouch: Determine settings for ODTouch Security.
• Patient Portal: Set up options for Patient Portal (when hosted by Open Dental).
• Payment Portal: Copy the link used for Payment Portal.
• Texting Services: View usage summaries for Integrated Texting.
• Automated Messaging: Set up options for Automated Messaging.
• eClipboard: Set up options for eClipboard.
• Miscellaneous: Set Miscellaneous settings, such as the run time of automated emails and text messages for Web Sched Recall reminders, eReminders, and eConfirmations.
• Secure Email: Access Secure Email Setup.
• Mobile Settings: Create Mobile Settings for eClipboard, ODMobile, and ODTouch.

Web Scheduling:

• Recall: Set up options for Web Sched Recall.
• New Patient: Set up options for Web Sched New Patient.
• Existing Patient: Set up options for Web Sched Existing Patient.
• Advanced: Set up URL options. See Web Sched Advanced.

Other eService setup includes ODMobile and ODTouch Setup.