DoseSpot Setup

DoseSpot is a method of sending electronic prescriptions in Open Dental. It is an internet based, secure e-Prescribing system. DoseSpot integrates with Open Dental using a program link and offers two-way medication syncing.

Setup Overview

There are 5 parts to setting up DoseSpot. See each section below for details on each part.

  1. Enable the Electronic Rx Program Link for DoseSpot.
  2. Fill out Clinic/Practice and Provider registration forms.
  3. Sign up for DoseSpot:
    • Enter the Clinic Key and ID.
    • Enter DoseSpot User ID.
    • Enable additional clinics (optional).
  4. Enable Non-Doctors.
  5. Complete Identity Proofing.

Practices using NewCrop eRx can choose to switch to DoseSpot or continue using NewCrop eRx. Once DoseSpot is enabled, there is an option to keep NewCrop eRx enabled to allow users to continue sending prescriptions electronically while the DoseSpot Identity Proofing process is underway. Once the transition to DoseSpot is completed for all needed providers, call Open Dental Support to cancel NewCrop eRx.

Part 1: Enable DoseSpot Program Link

  1. In the Open Dental Main Menu, click Setup, Program Links.
  2. Double-click Electronic Rx.
  3. Select DoseSpot as the eRx Solution. If the practice is in the process of switching to DoseSpot from NewCrop eRX, select DoseSpot with NewCrop eRX.
    Note: To continue the use of NewCrop eRX, check Allow NewCrop eRX in the Provider Edit Window for each needed provider until DoseSpot identity proofing is complete.
  4. Check the Enabled box.
  5. Click OK.

Part 2: Fill out Clinic/Practice and Provider Registration Forms

  1. Designate a Practice Administrator for EPCS registrations (cannot be a doctor).
  2. Complete the DoseSpot Registration Form.
    • For each additional provider, use the same form and uncheck Clinic at the top. Each provider submitting electronic prescriptions needs to submit a Provider form.
    • To register additional proxy (non-provider) users, please send an email with their first and last names to

The practice administrator will receive an email containing the Clinic Key, Clinic ID, DoseSpot User ID, and Practice Administrator registration. This could take 5-10 business days to receive.

Part 3: Sign up for DoseSpot

The following instructions are for the first clinic registered. For subsequent clinics, see the Additional Clinics section below.

Enter Clinic Key and Clinic ID:

  1. In eRx Setup, double-click Headquarters. The DoseSpot Property Edit window will open.
  2. Enter the provided Clinic Key and Clinic ID.
    • If clinic information is missing, click Setup to open the Edit Clinic window and enter required information.
    • To delete clinic information, highlight the Clinic from the eRx Setup window and click Delete. A warning window will appear confirming the deletion of the selected row. Click OK to delete or Cancel to discard changes.
  3. Click OK to save.

Part 4: Enable Users

Open Dental will automatically insert the DoseSpot User ID into the DoseSpot User ID field of the User Edit window only for providers. Providers will be notified via an eRx Alert when registration is complete.

The practice administrator must manually enter a DoseSpot User ID for non-doctors and providers with multiple ID numbers. This process can also be used for providers in the event a provider DoseSpot User ID was not automatically entered in the DoseSpot User ID field.

Enter DoseSpot User ID to access DoseSpot: This is required for each provider and non-doctor who will be queuing e-Prescriptions.

  1. Once the DoseSpot User ID has been received, in Open Dental, click Setup, Security Settings (Global Security Settings).
  2. Double-click the user to open the User Edit window.
  3. In the DoseSpot User ID field, enter the DoseSpot User ID.
    For providers with multiple DoseSpot User IDs (e.g., providers with multiple NPIs), click [...] to enter a number per clinic.
  4. Non-doctors must have their employee associated with the user, and doctors must have their provider associated.
  5. Click OK to save.

The provider and non-doctor(s) may now access DoseSpot.

Part 5: Complete Identity Proofing

Important: Identity Proofing is typically completed for each provider upon first launch of DoseSpot. In the event Identity Proofing was not completed, follow the steps below.

This process only applies to prescribing providers. Each prescribing provider must complete Identity Proofing before sending e-Prescriptions.

  1. Select any patient and click eRx.
  2. Click and agree to the first two user agreements. 
  3. Click the last link for Identity proofing.  
  4. Fill out the demographic information, enter personal phone number, and check the One Time Passcode (OTP) agreement box.  
  5. Enter driver's license information. Enter personal credit card number. Credit card number is required for identity proofing.
  6. Click Next.
  7. A text message with a one time passcode is sent to the provider's phone. Enter the code into the box and click Next. 
  8. Answer the security questions as prompted.
  9. Once security questions are complete click Next
  10. Click Set PIN.
  11. Create a 4-digit pin that will be used when sending all prescriptions. Provider can now send non-controlled substances electronically. 
  • Each prescribing provider will create a PIN. This PIN is required every time an e-Prescription is sent.
  • Some prescribing provider will receive a letter in the mail (via home address) from Experian that contains their Session ID needed for EPCS registrations. The provider will be notified after IDP if a letter is being sent.

Additional Clinics

To register additional clinics:

  1. Go to Setup, Program Links.
  2. Double-click electronic Rx.
  3. Double-click the clinic.
  4. Click Register.
  5. Click OK.
  6. Repeat for each clinic.
  7. Select any patient and click eRx in the Chart Module.
  8. Clinic will be ready for use in 2-5 business days.

Register for EPCS

There are two parts to register for EPCS.

Part 1: Practice Administrator Login

The practice administrator is designated during the Sign Up for DoseSpot process above. This person will access the Administration Console in DoseSpot and enable EPCS for the registered provider(s).

  1. In a web browser, navigate to
  2. Enter login information. Login information is sent via email when the clinic is registered for DoseSpot.
  3. In the Administration Console, click Edit on the provider/clinician to enable EPCS.
  4. Under TFA Authentication, check the EPCS/TFA Activation box.
  5. Click Save.

Part 2: Activate One Time Passcode (OTP) Device

EPCS registration is required in order to submit electronic prescriptions for controlled substances. The provider will also need to download the Duo Mobile App from the Google Play Store or Apple App Store.

  1. Log into Open Dental as the provider who activated EPCS/TFA.
  2. In Open Dental, select a patient.
  3. In the Chart Module, click eRx to open DoseSpot.
  4. Click the notification alert in the upper left.
  5. Click Activate TFA Authentication.
  6. The TFA Authentication window will display.
  7. Enter the Credential ID generated from the Duo Mobile app. Do not include spaces.
  8. Enter the Session ID from the Experian letter.
  9. Enter the displayed 6-digit code from Duo Mobile app into the TFA Code field on the computer.
  10. Enter in the provider's PIN created during the IDP setup process.
  11. Click Save.

The provider can now send both controlled and non-controlled substances electronically.

Note: EHR Incentive Program: e-Prescribing for the EHR Incentive Program is only possible with NewCrop eRx - Comprehensive.

New Phone

If the provider has a new phone, do the following:

  1. Download the Duo App from the app store.
  2. Have the practice admin log into the DoseSpot Admin Console ( and click Edit next to the provider's name.
  3. In the EPCS tab, click Re-Send DUO Mobile.
  4. Verify phone number.
  5. Click Resend.
  6. The provider will receive text message with a link. Click on the link to sync DoseSpot with new phone.

If the provider's phone number has changed, contact Open Dental Support to have it updated.