Home User Manual Discussion Forum Search

Patient Payments

There have been several enhancements to payments in 17.3. We recommend updating to the latest stable version.

Payments collected from patients are always divided into one or more Pay Splits. Pay splits allow you to allocate income to providers and procedures, or mark a payment as unallocated (e.g. for prepayments, other unearned types).

By default, Open Dental will automatically suggest pay splits allocated first to the adjustments, then to procedures. This means they are allocated to the oldest adjustment (and its treating provider), then the treating provider of the oldest completed procedure with a balance remaining (patient portion due). We recommend this method of allocation so that reports and patient accounts are as robust and accurate as possible.

  • Enforce Valid Paysplit = Auto-Split only
  • Auto-split payments preferring = Adjustments

To modify allocation preferences and logic, see Patient Payment Preferences.

Also see the blog post: Patient Payments: Allocating Made Easy

Set up Patient Payment Preferences
Set up Credit Card Processing Options

Online Patient Payments
Make a Payment in the Patient Portal (patient)
Make a Payment without Logging into Portal (patient)
Process Online Patient Payments (staff)

Questions & Answers about Patient Payments

Entering Payments
Credit Card Payments
Cash, Check, EFT, Other Payments
Payments to a Payment Plan

Void an X-Charge Payment
Void a PayConnect Payment
Return a Payment (refund)

Run the CC Recurring Charges Tool

Payment window
Pay Split window

Unearned / Unallocated Income
Unearned Income Overview
Enter a Prepayment
Edit Pay Splits
Allocate Unearned Income to Procedures

Income Transfers

Useful Payment Reports
Daily Payment Report
Production and Income Reports
Patient Portion Uncollected Report
Receivables Breakdown Report
Unearned Income Report
Aging of A/R Report

For patient payments in version 17.2 and earlier, see Patient Payments Version 17.2 and earlier.

Pay Split Allocation Options
Patient income can be divided into one or more pay splits with varying levels of allocation. Below is a description of allocation options.

Allocate Pay Splits by Procedure (recommended)
This will also allocate the split to the procedure's treating provider.

  • Track production and income by procedure and provider.
  • Use reports to determine pay for providers based on production and/or income. See Production/Income Reports.
  • Easily determine patient portion by procedure on patient accounts.
  • Use the Uncollected Patient Portion Report to determine outstanding patient portion amounts due by procedure.
  • Create custom reports based on procedure income, provider income and patient portion remaining.
  • Easily associate accurate procedures and credits to Payment Plan charges.

You can allocate more than one pay split to the same procedure, as long as there is a patient portion remaining. Pay splits allocated to a procedure can even come from different payments.

Allocate to Providers Only (old behavior)
If you've been using Open Dental for a while, this may be the way you are used to making pay splits. Now that we have made allocating to procedures easier, this method is only useful for small, single provider practices that do not track production or income.

  • Track income by provider only.
  • Some reports may not be accurate since income by procedure won't be included.
  • If you decide to track/allocate later, using this method will cause problems.

Unallocated Income (Unearned)
Unallocated income is any pay split that has an unearned type other than 'none' (e.g. prepayments, overpayments). Usually the income will allocated at a later time (e.g. when treatment is complete or as a refund). Each family's total unearned income amount shows in the Account module, Aging area.

  • Track prepayments, overpayments, or other unearned types.
  • Create custom reports based on unearned income types.

See Unearned / Unallocated Income for more details.

Clinic Allocation: When using Clinics, payments will be allocated to the clinic set for 'Patient Payments Use' in Account Module Preferences.

Technical Details
When you have accounts where you have not directly (explicitly) allocated outstanding charges to payments in the past, Open Dental still implicitly associates outstanding charges and payments based on patient, provider, and clinic.


Open Dental Software 1-503-363-5432