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eServices Sign Up Portal - Advanced View

The Sign Up tab in the eServices Signup Portal is divided into two tabs: Basic View and Advanced View. The Advanced View opens by default when there are multiple locations/clinics.

Country Code: Used for Integrated Texting 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: Used for Integrated Texting only. Enter the maximum amount that each clinic can spend on outgoing text messages per month (in U.S. dollars, minimum $1.00). Note: 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.

Permission Level: The security permission level of the logged-on user. Users with the Security Admin permission have full permissions and can change eService settings. Users without this permission have read-only access.

Save: Apply eService changes. Charges will be reflected in your next statement.

Clinic: If there are multiple clinics, there is a row for each location. Each clinic can sign up for different services.

eServices: Under each eService label is the monthly price, per location.

  • Hover over a service to view information and service terms.
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  • Check the box to sign up for the service. Uncheck the box to stop the service.

Totals: As you select eServices, the total $ amounts will update to reflect new charges.

 

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