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How to Set Up the Dolphin Management Integration

Step-by-step guide to integrate DM with Dolphin using your API key, Provider ID, and Practice ID.

DentalMonitoring Team avatar
Written by DentalMonitoring Team
Updated this week

Step 1: Log in to Your DentalMonitoring Dashboard

  • Log into your DentalMonitoring dashboard

  • Click “My Account” in the top right corner

  • Select “Configure” next to Generate your API key

Step 2: Generate Your API Key

  • Review and check the disclaimer box to acknowledge the terms

  • Select Dolphin from the partner list

  • Click Generate my API key

Step 3: Verify and Copy Your Key

  • Enter your DentalMonitoring password

  • Click “Copy”

  • Re-enter your password to confirm

Step 4: Get Your Provider ID and Practice ID

To complete the integration, you’ll also need your Provider ID and Practice ID.

👉 Use our Live Chat on the bottom left of your screen, to contact the Customer Experience team. Please be sure to say that you need your Provider ID and Practice ID for the Dolphin integration setup. This helps the team quickly identify the correct information - these IDs are different from those used in other areas of DM systems.

Step 5: Enter the Information into Dolphin

Once you have your API key, Provider ID, and Practice ID:

  • Open Dolphin Management

  • From the Edit menu, select:

    Integrations → DentalMonitoring Setup

  • Paste your API key, Provider ID, and Practice ID into the appropriate fields

To learn more about how the Dolphin integration works:

  • Open the Dolphin Management User’s Guide located here:

    C:\Program Files\Dolphin Management\Documentation\Dolphin Management User's Guide.pdf

  • Or access the online help in Dolphin Management:

    • From the Help menu, select Search

    • Enter DentalMonitoring in the Search tab and click List Topics

    • Select the topic you want to view and click Display

💡 Tip: Keep your API key secure and do not share it with unauthorized users. If you need to regenerate a key, simply repeat these steps.

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