TSI Interface in Open Dental

Using the Transworld Systems interface In Open Dental, you can send past due accounts to TSI and manage TSI accounts. TSI will handle all debt collection activity for all accounts sent to them. To set up the service, see TSI Setup. To send, suspend, reinstate, or cancel an account, see Working with Accounts in TSI.

Unsent Accounts Tab

In the Manage Module, click tsi Collections to open the Accounts Receivable Manager. Select the Unsent Accounts tab.

Open Dental aging will run and all guarantors who have a balance based on the account filter criteria, and have not yet been sent to TSI, will list on the Unsent Accounts tab.

Accounts highlighted in red indicate the guarantor has an invalid birthdate entered or is under the age of 18.

Change the filter criteria as needed. To save criteria as the default for the next time you run the report, click Save as Default.

TSI C Billing Type:

Column definitions:

Guarantor Count: Total number of guarantor accounts in list.

Total: Total sum of accounts for each column

Right click on a guarantor, then select Go To to jump to their Open Dental account. Click Run Aging to manually run and update aging.

Click the tsi OCP button to launch the client portal.

Sent Accounts Tab

Once an account has been sent to TSI for biling and collection management, it will list in the Accounts Receivable Manager under the Sent Accounts tab.

Filter Options: Click Save as Default to save the settings.