Easily add and allocate patient payments or refunds from the Account Module.

In the Account Module, click Payment.

By default, payments are automatically allocated, via Payment Splits (paysplits), to the oldest adjustments, pay plan charges, and procedures with a remaining balance. You can also easily choose where payment is allocated by selecting procedures or adjustments from the Account Module.

See our video: Entering Patient Payments Webinar

Processing Payment

You can enter payments received by cash, check, credit card, or other methods.

Payment Types: Determines the method of payment. These are fully customizable and used on reports.

Open Dental is integrated with the following credit card processors to easily process and post credit card payments in Open Dental:

• EdgeExpress (OpenEdge)
• PayConnect by DentalXChange
• PaySimple

Pay Into Account: Used with the Accounting feature, determine which account a payment is debited to.

Current Payment Splits

Payment Splits (paysplits) determine how a payment is allocated amongst procedures or other production. This affects reports, including which providers payment is attributed to. Paysplits are automatically created, but can be edited as needed. A single payment can be split to multiple patients.

Outstanding Charges and Treatment Planned Procedures

See what charges are currently outstanding and view treatment planned procedures. These charges can be used to generate new paysplits.

Outstanding Tab: Lists all adjustments, pay plan charges, and completed procedures.

Treat Plan Tab: View treatment planned procedures to attach to the payment. This prevents accounts from showing a credit when taking prepayments.