How to setup eServices

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. You only need to install it once.
• Mobile Web: Setup options for the Mobile Web. Mobile Web.
• Patient Portal: Setup options for the Patient Portal Feature (when hosted by Open Dental).
• Texting Services: View usage summaries for Integrated Texting.
• Automated Messaging: Setup options for Automated Messaging.
• eClipboard: Setup options for eClipboard Feature.
• Miscellaneous: Set the run time of automated emails and text messages for Web Sched Recall reminders, eReminders, and eConfirmations. eServices Misc
• Mass Email: Mass Email (Advertising) Setup.
• Secure Email: Secure Email Setup.
• Mobile Settings: Create credentials for eClipboard and Open Dental Mobile. See Mobile Settings.

Web Scheduling:

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

Also see Open Dental Mobile.