ODTouch: Payment plans

Create, review, and edit Payment Plans from the ODTouch device.

From the ODTouch: Home Screen, tap Pay Plans.

All Payment Plans list on the left. Tap Show Closed to view both open and closed plans. Select a Payment Plan to view details on the right.

Payment Plans are not available when using a mobile phone device.

Add or Edit a Payment Plan

Tap + to create a new Payment Plan. Select an existing plan, then tap the Edit icon to edit it.

Fields to create or edit a Payment Plan match the fields found in the Payment Plan in Open Dental.

  1. Tap + to add procedures to the Payment Plan.
    • Tap Include on each procedure to add to the Payment Plan, then tap OK to return to Terms.
  2. Enter Payment Plan terms as desired, or tap the caret, then Template to select terms from Payment Plan Templates.
  3. To finalize the plan, tap the caret, then tap Save.

Tap the Principal Paid circle to view a visual graph of amount paid.

Sign a Payment Plan

  1. From the Payment Plan Home Screen, tap Sign Plans
  2. Tap a plan on the left. Plans already signed are indicated with a signature icon.
  3. Tap Sign.
  4. Sign the plan, then tap OK.

Tap the Expand icon to view the plan in full screen.

If a plan is already signed, the signature can be replaced as needed. Tap the already signed plan, then tap Sign. A warning displays explaining the plan has already been signed. Continue to replace the signature.

View Payment Plan Summary

Select a payment plan on the left, then tap Summary to view details.