Learn how to create patient payments and attach to production by viewing an interactive guide or step-by-step instructions.

How to Select Specific Charges

1. Select the patient making the payment and go to the Account Module.
2. In the Patient Account grid, highlight the charges to be paid.
   • If you want to split the payment to charges on multiple family members, choose the Entire Family option in the Patients list on the right.
3. In the toolbar, click the Payment button.
4. Enter the payment amount.
5. Click OK.
6. If you're taking a credit card payment, click the button for your processor in the top of the Payment window. Then follow the prompts on your screen. See Credit Card Payment for more details.
7. Enter payment details (e.g., check number, payment type, notes, etc.) in the top left part of the Payment window. Some payment details are automatically entered after processing a credit card payment.
8. Click Save.
9. The payment is added to the account and attached to the charges you selected.

How to let Open Dental Select Charges

1. Select the patient who is making the payment and go to the Account Module.
2. In the toolbar, click the Payment button.
3. Enter the payment amount.
• If you want the payment to go toward charges for the selected patient before any other family members, check Prefer this patient.
4. Click OK.
5. In the Payment window, payment splits are automatically generated and applied to the oldest outstanding charges first.
   • If the Paysplits setting in Allocations Setup is set to Manual, paysplits are not created for specific charges.
   • If you checked Prefer this patient, when the payment amount exceeds the selected patient's balance, some paysplits may go to other family members.
6. If you're taking a credit card payment, click the button for your processor in the top of the Payment window. Then follow the prompts on your screen. See Credit Card Payment for more details.
7. Enter payment details (e.g., check number, payment type, notes, etc.) in the top left part of the Payment window. Some payment details are automatically entered after processing a credit card payment.
8. The payment is added to the account.
   • If Allocations Setup is set to Rigorous or Auto-Split, the payment is attached to charges.
   • If Allocations Setup is set to Manual, the payment is not attached to charges unless paysplits were manually created.

Additional Resources

• Account Module
• Credit Card Payment
• Allocations Setup
• How to Enter Prepayments
• Payment
• Paysplit
• Paysplit Revise