In the Main Menu, click eServices, Signup.

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 Feature 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 check mark 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.

Texting from a Landline

An option to signup for the Integrated Texting service with your existing landline phone number is available for Open Dental clients located in the USA.

In the eServices Signup Portal, Basic View tab, and under Integrated Texting select the radial option Use my Landline #.

The increased price for using a landline number for Integrated Texting or eConfirmations will display in green. The eService Bundle price remains the same.

When you click into the phone number field the following window will appear:

Enter your current landline phone number and click OK. Your number will be subject to an eligibility check and a verification process to ensure a number you do not own is not used in error.

If you experience any errors while attempting to sign up please contact our Support Team to assist you.

For general usage information see: Integrated Texting.