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TSI - Payments to a TSI Account

When a payment is made to an account that is managed by TSI billing and collection services, you will simply enter the payment in Open Dental as normal.

  • Payments may be made to TSI, who will then send the payment to you for you to enter.
  • If a guarantor pays you directly, you can also enter the payment. The information will be sent to TSI using the OpenDentalService at the regular 'sync' time.

Note: It is recommended to create a payment type and adjustment type specific to TSI.

Payments made by TSI

When a patient pays TSI, TSI will send the payment to the office after collecting their portion.

  1. Go to the patient’s account.
  2. Click Payment. You will get the following message:
  3. Select No. This will prevent a message about the payment from being sent to TSI.
  4. Enter the amount and complete the payment as usual.
  5. In the patient’s account, click Adjustments. You will get the following message:

  6. Select No. This will prevent a message about the adjustment from being sent to TSI.
  7. Add a negative adjustment reflecting the portion of the payment kept by TSI. Complete the adjustment as usual.

Payments made by Patient (directly to office)

When a patient pays the office, a message is automatically sent to TSI so they have a record of the payment. The office will send the agreed portion of the payment to TSI.

  1. Go to the patient’s account.
  2. Click Payment. You will get the following message:

  3. Select Yes. This will send a message to TSI about the payment during the designated sync time.
  4. Enter the full payment amount and complete the payment as usual.
  5. Click Payment again to enter TSI’s portion.
  6. When prompted with the message above, select Yes.
  7. Enter the portion sent to TSI as a negative amount. (e.g. -100.00) Complete the payment as usual.
  8. In the patient’s account, click Adjustments. You will get the following message: 
  9. Select Yes.
  10. Add a negative adjustment reflecting the portion of the payment kept by TSI. Complete the adjustment as usual.

 

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