To open the window:
Payment Date: The date that the payment is received. It will be used on the Deposit Slip.
Amount: The payment amount. If using the Pay Split Manager, enter an amount here to generate Open Dental pay split recommendations.
Prepay: Mark a payment amount as a 'prepayment'. First enter the amount and other payment information and charge the card if needed. Click Prepay at the end of the process. See Prepayments.
Check #: Optional, but recommended. By check number is a good way to find a lost check in a report.
Note: Appears in the Patient's Account as the payment Description. It will only show on Statements if 'Show notes for payments' is checked in Manage Module Preferences. When a payment is processed using X-Charge or PayConnect, a note is added automatically about the transaction.
Payment Type (required): The type of payment. Selection options can be customized in Definitions, Payment Types. Set whether or not there is a default selection in Account Module Preferences, 'Payments prompt for Payment Type'. If you select None (Income Transfer), the Pay button changes to Transfer. See Income Transfers.
X-Charge/PayConnect: Process a credit card with with X-Charge or PayConnect. The bridge must be enabled for the button to be visible. When using Clinics, the clinic of the payment will be used to process the charge.
Apply to Recurring Charge: Check this box to apply the payment to the next Recurring Charge that is due.
Attached to Payment Plan: Only shows in version 16.4 and earlier. Check this box to apply this payment to a Payment Plan. In version 17.1 and greater, this box is replaced with a indicator of how many splits within a saved payment are attached to payment plans.
Payment Splits: This grid lists the pay splits that associate specific providers, procedures, clinics, providers, adjustments, payment plans, etc., to the payment. The grid is divided into two tabs:
Splits tab: To edit a pay split, double click it. To create splits there are a few options:
The pay split date will always match the procedure date if a procedure is attached.
Family Balances: A list of family members who have a balance owed to a provider. As payments are made, balances adjust.
Print Receipt: Reprint X-Charge or PayConnect receipts. For X-Charge, only receipts generated when using version 15.4 or greater can be reprinted. This button only shows if a receipt already exists for the transaction.
Frequently Asked Questions
Open Dental Software 1-503-363-5432