When a payment is made to an account that is managed by TSI Collections services, enter the Payment in Open Dental as normal.

• Payments may be made to TSI, who then sends the payment to to be entered by the office.
• If a guarantor pays the office directly, payment can also be entered. The information is sent to TSI using the Open Dental Service at the regular sync time.

Payments made by TSI

When a patient pays TSI, TSI sends an invoice with payment to the office after collecting their portion.

1. Go to the patient's account.
2. Click Payment. The following message is shown:

3. Select No. This prevents a message about the payment from being sent to TSI.
4. Enter the amount and complete the payment as usual.
5. In the patient's account, click Adjustments. The following message is shown:

6. Select No. This prevents a message about the adjustment from being sent to TSI.
7. Add a negative adjustment reflecting the portion of the payment kept by TSI. The adjustment type used must not be excluded in TSI Setup. Complete the adjustment as usual.

Payments made by Patient (directly to office)

When a patient pays the office, a message is automatically sent to TSI. TSI then send an invoice to the office.

Enter the Payment:

1. Go to the patient's account.
2. Click Payment. The following message is shown:

3. Select Yes. This sends a message to TSI about the payment.
4. Enter the full payment amount and complete the payment as usual.

Process TSI Invoice:

After message of the payment is sent to TSI, they send an invoice with information about TSI's portion of the payment. Follow the steps below after receiving the invoice:

1. Click Payment again to enter TSI's portion.
2. When prompted with the message above, select No.
3. Enter the portion sent to TSI as a negative amount. (e.g., -100.00) Complete the payment as usual.
4. In the patient's account, click Adjustments. The following message is shown:

5. Select No. This prevents a message about the adjustment from being sent to TSI..
6. Add a negative adjustment reflecting the portion of the payment kept by TSI. The adjustment type used must not be excluded in TSI Setup. Complete the adjustment as usual.