Making Online Payments without Logging in to the Patient Portal

Once online patient payments have been set up, patients can make online payments without logging in to the Patient Portal. The specific steps for making a payment varies based on the method the patient uses to access the interface. The different scenarios are described below. To provide easy access to online payments, see Online Patient Payments. Also see What Patients See in the Patient Portal.

Link to the Hosted URL: Launches the Sign In window.

  1. Patient clicks Make Payment.
  2. Patient verifies personal information (First Name, Last Name, Birthday), then clicks OK.

    Open Dental will attempt to verify the information with an existing patient. If validation is successful, the Payment Options window will open.


  3. Patient enters payment amount and any notes, then clicks Continue.
  4. Patient enters credit card information, then clicks Submit to instantly process the payment with the credit card provider.

Direct Link to the Hosted Payment URL: Launches the Verify Personal Info window.

  1. Patient verifies personal information (First Name, Last Name, Birthday), then clicks OK.

    Open Dental will attempt to verify the information with an existing patient. If validation is successful, the Payment Options window will open.

  2. Patient enters payment amount and any notes, then clicks Continue.
  3. Patient enters credit card information, then clicks Submit to instantly process the payment with the credit card provider.

Patient clicks a URL on their statement, or a URL in a text or email message sent with their statement: Launches the Verify Personal Info window.

  1. Patient verifies personal information (First Name, Last Name, Birthday), then clicks OK.

    Open Dental will attempt to verify the information with an existing patient.

  2. If validation is successful, the patient's statement balance will show with two options:
    • Make Payment: Click to make a payment without logging into the portal. Patient enters payment amount and credit card information, then clicks submit to instantly process the payment with the credit card provider.
    • View Statement: Click to log in to the portal and view statements.

Note: Staff will need to process the payment in Open Dental to complete the payment process. See Online Patient Payments.

Troubleshooting

Problem: Patient doesn't see a Make Payment link on the Sign in window.

Solution: Online patient payments is not enabled correctly.

Note: When using clinics, the Make Payment link shows on the Login window when any clinic has online payments enabled. If the patient's default clinic doesn't have it enabled, clicking the link will open clinic contact information instead.