Making Online Payments without Logging in to the Patient Portal

Once Online Patient Payments are set up, patients can also make online payments without logging in to the Patient Portal (see What Patients See in the Patient Portal). To provide access to the patient, simply provide a link to the Patient Portal Hosted URL. The option to make a payment shows on the Sign In window.

Here are the steps a patient should follow:

  1. On the Sign In window, click Make Payment.
  2. To begin the process, patient must enter basic personal information and click OK.
    • First Name
    • Last Name
    • Birthdate

    Open Dental will attempt to verify the information with an existing patient. If validation is successful, the Payment Options window will open.

  3. Enter the payment amount and any notes to send to the practice staff, then click Continue.
  4. Enter the credit card information, then click Submit to instantly process the payment with the credit card provider.

Staff will need to process the payment in Open Dental to complete the payment process.


Problem: Patient doesn't see a Make Payment link on the Sign in window.

Solution: Online patient payments is not enabled correctly.

Note: When using clinics, the Make Payment link shows on the Login window when any clinic has online payments enabled. If the patient's default clinic doesn't have it enabled, clicking the link will open clinic contact information instead.