eServices FAQ

Below are some frequently asked questions about Open Dental eServices.

How much does each eService cost?

See Fees for Software, Support, and Services.

How do I start using eServices?

1. (Recommended) Update to the latest stable version of Open Dental.
2. Install the eConnector.
3. Sign up for the service using the Signup Portal.
4. Refer to the setup steps for each service for the next steps.

Optionally, contact Open Dental support to assist with signup and setup.

Do I have a compatible setup?

See Computer Requirements. 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 if a patient wants to opt out of text messages or email communication?

Update the settings in the Edit Patient Information window:

• To disable texting altogether, set the Text OK field to No.
• To disable email altogether, remove email addresses from the Email Addresses field.
• To disable text or email automated messages, select Text, Email, or select both in the Exclude Automated Msgs field.

How do I change the practice title that displays at the top of patientviewer.com sources (e.g., Websched, Patient Portal, etc.)?

This information is pulled from the practice info that is entered in Practice Setup. If clinics are enabled, it pulls information from the Clinic List.