See Payment Portal Setup.

Message-to-Pay is designed for patients to quickly make a payment from their mobile device.

Initial Message

In the Account Module an Open Dental user clicks the Payment dropdown and Message-to-Pay. A text message or email is sent from Message-to-Pay Edit to the patient.

The patient clicks the payment link to open the Payment Portal, or the statement link to open Patient Portal: What Patient Sees.

Payment Portal

Immediately upon opening the payment link, the patient can view their balance. The balance shown is as of the statement generated by the Message-to-Pay message.

The patient can choose from two options:

• Pay Now: Immediately make a one-time payment.
• Verify and Pay: Verify identity, then add a new card on file or pay with a previously used payment method.

Pay Now

When Pay Now is selected, the patient is prompted to enter an amount, then they can enter card details to make the payment.

Verify and Pay

When Verify and Pay is selected, the patient chooses how to receive verification. The patient then enters the verification code and can make a payment.