Entering Payments

In Open Dental:

• Select the patient, go to “Account” tab on left side of screen

• select “Payment” tab at top left of screen

• enter payment amount, select type of payment if “Credit Card” type carrier in note section (i.e. Visa), if “Check” enter check number in “Check #” box,

• select the outstanding charges you would like to add payment to

  • This is imperative so that we can track what the patient is paying for

  • Payments must be allocated correctly per patient – NOT just applied to the family.

• select “Pay” button under Outstanding Charges box, select “OK.,” 

• ask pt. if they would like a receipt

  • if so select “Statement” tab at top of screen, drop down and select “Walk Out” and print.