Patient Portal Transactions

All transactions made using Patient Portal can be viewed in Open Dental. From here you can also process voids and returns.

In the Main Menu, click Tools, Patient Portal Transactions.

All transactions that match the entered From/To Date and selected clinic will list.

From/To Dates: Determines the date range of transactions. The default date range is today.

Clinic: If using Clinics, select the clinic. Only transactions for the selected clinic will show. Users can only view transactions for clinics they have access to.

Right-click on a transaction to select other options:

Void a Payment

If a transaction is eligible for a void, the payment can be voided from the X-Web Transactions window or the Payment window.

  1. From the Patient Portal Transactions window, right-click on the transaction and select Void Payment. From the Payment window, click Void.
  2. A confirmation message will open.
  3. Click Yes to process the void.

    If unsuccessful, an error will show. The most common cause of a failure is because the transaction is not longer within the eligible time frame. In these cases, process a return instead.

Process a Return

To issue a refund to a patient, follow these steps:

  1. From the Patient Portal Transactions window, right-click on the transaction and select Process Return. From the Payment window, click Return.

    The card information will auto populate and cannot be changed.

  2. Enter the amount of the return and a payment note.
  3. Click OK.