CC Recurring Charges
Use the recurring charges tool to process credit/debit cards or ACH payments for patients who have recurring charges (e.g. payment plans, repeating charges).
In the Main Menu, click Tools, CC Recurring Charges.
Run the tool automatically at a scheduled time each day, or manually as needed.
The Recurring Charges grid lists patients with a payment scheduled in the last 30 days but not yet processed. Double-click a row to go to that patient's account. This window can be left open to make it easy to view each patient's account.
PatNum: Patient account number.
Name: Patient last name, first name.
Clinic: Patient's clinic or the clinic assigned to the payment plan.
Date: Scheduled recurring charge date.
Family Bal: Total remaining balance for the family after subtracting pending insurance amounts.
PayPlan Due: Outstanding payment plan charges due (only shows if the payment plan is attached to a recurring charge).
Total Due: Total family balance and payment plan charges due.
Repeat Amt: Authorized recurring charge amount.
Charge Amt: Amount that will be charged.
When multiple payment processing programs are enabled, each account in the list indicates the program the card or bank account the Token was created for and will use the indicated program to process the payment. If a single credit card has a token for more than one processing program and authorized recurring charges, the recurring charge tool will determine the program to use to process the payment in this order; XCharge, PayConnect, and then PaySimple.
X-Charge: X indicates the credit card token has been saved to X-Charge.
Edit the Date / Clinic Filter and click Refresh to limit or expand the number of patients in the Recurring Charges grid.
Date Filter: Filter the list by patients with a recurring charge date that is on or after the entered date.
Clinic Filter: Check All or select one or more clinics to filter the list by. Clinics are determined by the clinic associated with the credit card token.
Show Inactive Charges: Determines whether cards not set as Is Recurring Active display in the list. See Authorize Recurring Charges. Set whether this option is enabled or disabled in Preferences, Recurring charges show inactive charges by default.
Force Duplicates: Uncheck to prevent more than one charge to the same card in a day. Check to allow multiple charges. Useful if multiple family members use the same card for recurring charges or when a patient has made a payment for other services with the same card today.
The Counts section shows the recurring charge progress.
Total: The total amount of recurring charges ready to be run.
Selected: The number of charges that are currently selected for processing.
Charged: The number of charges successfully processed during the most recent run. Patients with successful charges will be removed from the list.
Updated: (For the XCharge Decline Minimizer feature only) The number of credit cards updated by the Decline Minimizer, see XCharge (OpenEdge) below.
Failed: The number of charges that failed to process during the most recent run. When a payment declines, a matching transaction for $0.00, with a note that indicates the decline, will show in the patient's account ledger. Patients with failed charges will remain in the list until the authorized charge is cleared from the Credit Card Manage, their account balance is zero, or a payment is applied to their recurring charge.
All: Click to select all patients in the list.
None: Click to deselect all patients in the list.
History: Click to see the recurring charges history. See Recurring Charge History.
Print List: Prints the Recurring Charges grid.
Send: Click to process credit card and ACH payments for the selected patients using the credit card processing program indicated.
Before using the recurring charges feature, the following needs to be set up:
One option is to run recurring charges automatically at a specific time each day.
Every day run the repeating charges tool before the aging and recurring charges run time (when using the repeating charge feature). Once recurring charges have finished, open the Credit Card Recurring Charges window to take care of the declined payments.
The other option is to manually run recurring charges with the recurring charge tool. Choose a standard day, such as the 1st or 15th of every month to run the tool. If the recurring charge frequency varies with patients, run the tool daily to be sure patient balances are up to date.
If a patient made a payment prior to the CC Recurring Charges tool being run, check the Apply to Recurring Charge box in the Payment window to manually apply the payment to an upcoming recurring charge to prevent the patient's credit card from being charged again. See Recurring Charge section in Payment page for more information
There are a few options to print receipts when recurring charges have finished; statement receipts, credit card/ACH receipts, or Statements.
To print statement receipts or credit card/ACH receipts:
To print statements reflecting the recurring charge payment, generate the billing list prior to running recurring charges. Once charges have posted, send statements.
Some patients with authorized recurring charges are not showing in the list. Why?
There are many reasons a patient might not appear in the list. Some of these reasons are:
The payment date is different than the date the payment was processed. Why?
If the tool is run on a date other than the patient's authorized recurring charge date, the payment date is determined by the following:
The Payment Entry date will always reflect the actual date the charge was made.
I haven't seen any charges go through. Why?
There are two places to check to see if charges go through. The first is the Recurring Charge History. The second is in the Open Dental logger folder for Recurring Charges which is located on the computer with the Open Dental Service running (generally the server) at C:\Program Files (x86)\Open Dental\OpenDentalService\Logger\.
If these have no data, the OpenDentalService may actually not be running. This can be checked by checking in Services in Windows and ensuring OpenDentService is actively running.