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eServices Sign Up Portal - Basic View

The Sign Up tab in the eServices Signup Portal is divided into two tabs: Basic View and Advanced View. 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 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.

eService / Price / Signup

  • Hover over a service to view information, service terms, and in some cases the Hosted URL.
  • Price lists the per location monthly fee.
  • Check the Sign Up box to enable a service. Uncheck a box to stop the service.

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.

 

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