Secure Email: Workflow

See Secure Email Setup.

First, enable Secure Email in eServices Signup.

Note: Secure Email is currently in Limited Beta. If interested, please contact Open Dental support and request to speak with an eService Team Member.

Sending Secure Email

To send a secure email message:

  1. In Open Dental, select the patient to email.
    • If emailing another provider or office, add them as a patient. Set the patient status for these accounts to NonPatient.
  2. Click Email.
  3. Enter the email body and click Send Secure. See Email Message Edit for details.

Patient Process

When a patient receives a secure email message, they will do the following to view the message:

  1. In their email client, they will receive a notice that a secure email is available.
  2. The patient clicks here. They will be prompted to enter a One Time Passcode.
  3. The Access Code will be emailed to the same email address for the patient.
  4. The patient will copy and paste the code, then clicks Verify.
  5. The patient will then be able to view the secure message.

    • Inbox: The patient can view other received secure email messages.
    • Sent: The patient can view replies they sent back to the office.
    • Files: The patient can view any files attached to secure email messages.

  6. If the patient wishes to reply, they will click Reply All.
  7. When the patient is done reviewing messages, they can Sign Out.

Receiving Patient Replies

To view replies to Secure Emails, see Email Client.

Note: If testing Secure Email, use a different To Address than the From Address. Using the same email address for To and From will not allow a notification to be sent.