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 Credit Cards with X-Charge or PayConnect. Each button only shows if the bridge has been enabled.
Apply to Recurring Charge: Check this box to apply the payment to the next Recurring Charge that is due.
Attached to Payment Plan: Check this box to apply this payment to a Payment Plan. Only a guarantor can make a payment to a payment plan. If the guarantor has multiple payment plans, you will be asked to select the correct plan.
Payment Splits: Splits are optional but are useful when Tracking Income by Provider or when you want to associate a payment to a specific procedure. Each split determines the allocation of income to providers and procedures.
To edit a pay split, double click it.
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