Connect Open Dental to WorkMind

Enable Open Dental API access, add the practice key, and finish the connection in WorkMind.

The connection uses two credentials. The Developer Key is provided by WorkMind and entered in the Developer Key field in WorkMind. A WorkMind integration administrator creates a practice-specific Customer API Key in the Open Dental Developer Portal and shares it securely with the practice. Add that Customer API Key in Open Dental, then enter it in WorkMind as well. If you are the practice administrator and do not have the keys, request them from your WorkMind contact. Treat both keys as passwords.

Get the Keys

In WorkMind, open Integrations and click Connect next to Open Dental. Note the Location, Developer Key, and Customer API Key fields. You will fill them in after Open Dental is configured.

Review the Open Dental connection fields in WorkMind
Review the Open Dental connection fields in WorkMind

A WorkMind integration administrator creates a key for the practice in the Open Dental Developer Portal. Open Customer API Keys and choose Create Key.

Create a practice-specific Customer API Key
Create a practice-specific Customer API Key

Use the portal's copy control and send the new Customer API Key securely to the practice administrator. Do not send it in an unsecured message or include it in documentation or screenshots.

Configure Open Dental

On the practice workstation or server, open the Open Dental desktop application.

Open the Open Dental desktop application
Open the Open Dental desktop application

Open eServices. If the eServices bundle and prices are displayed, do not purchase the bundle for this integration; WorkMind's developer key is used for the connection.

Review eServices without purchasing the bundle
Review eServices without purchasing the bundle

In eServices, choose eConnector Service and turn the service on if it is not already running.

Open the eConnector Service settings
Open the eConnector Service settings

Confirm the eConnector heartbeat status is Working. Click Ack to acknowledge the current status.

Confirm the eConnector service is working
Confirm the eConnector service is working

From the Open Dental menu, choose Setup, then Advanced Setup, then API.

Open API settings from Advanced Setup
Open API settings from Advanced Setup

In the API Setup window, make sure Enabled is checked.

Enable the Open Dental API
Enable the Open Dental API

Leave Process subscription interval blank and skip the payment settings. You do not need to set up a subscription for this integration.

Leave subscription and payment settings unchanged
Leave subscription and payment settings unchanged

Click Add Key, paste the Customer API Key provided by WorkMind, and click OK.

Add the practice Customer API Key
Add the practice Customer API Key

Review the Open Dental license agreement. If you are authorized to accept it for the practice, click Accept.

Review and accept the Open Dental license agreement
Review and accept the Open Dental license agreement

Confirm that both WorkMind API key entries appear in the list.

Verify the WorkMind keys are listed
Verify the WorkMind keys are listed

Click Save. Leave both key entries in place; do not delete or copy them from this screen.

Save the Open Dental API configuration
Save the Open Dental API configuration

Finish the WorkMind Connection

Return to the Open Dental connection form in WorkMind. Select the practice's Location, enter the Developer Key provided by WorkMind, and enter the same practice Customer API Key you added in Open Dental. Click Submit.

Enter the Open Dental connection details in WorkMind
Enter the Open Dental connection details in WorkMind