The eServices Setup window allows a user to enable and set up the various eService features.

In the Main Menu, click eServices.

Users must have the EServicesSetup permission to make changes in most eServices windows.

• 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.
• Manage Devices: Open the Device Manager for use with ODTouch and eClipboard.
• Mobile Web: Set up options for 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 and customize Message-to-Pay templates.
• Texting Services: View usage summaries for Integrated eServices 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 for Web Sched Advanced.

Other eService setup includes ODMobile and ODTouch Setup.