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PayConnect: Process a Credit Card Payment

PayConnect can be used to process a credit card payment from a patient or claim payments via a prepaid insurance credit card.

Patient Payment

  1. In the patient's Account module, click Payment.
  2. Enter the payment Amount and any other information.
  3. If the credit card information (token) has already been stored, select the credit card to apply the charge to. If not, proceed to step 4.
  4. Click PayConnect to open the Pay Connect Payment Information window.
  5. Enter payment information (see below for field details).
  6. Click OK.

Claim Payment (via a prepaid insurance card)

  1. Open the Edit Insurance Payment window. This window opens when you are Finalizing a Claim Payment, entering a Batch Insurance Payment, or processing an ERA 835.
  2. Enter the payment Amount and any other information.
  3. Click PayConnect to open the Pay Connect Payment Information window.
  4. Enter payment information (see below for field details).
  5. Click OK.

Open Dental will communicate directly with the PayConnect server to process the card. A note about the transaction will be automatically added to the payment Note field.

Payment Information Fields
Transaction Type: Sale is standard credit card charge.

Card Number, Security Card, Expiration, Zip Code, Name:

  • If you are swiping a card, make sure the cursor is in the Card Number box, then swipe the card. The fields will populate with the information from the card.
  • If using a card on file, the name and zip code stored on the Credit Card Manage window will populate the fields.
  • Otherwise manually enter the information.

Save Token: Check this box to store the credit card number and expiration date as a token for future use. The default setting is set in Account Module Preferences.

Signature Box: (optional) Have patient sign the transaction. See Electronic Signature Options. If you capture electronic signatures, they will be stored with PayConnect.

Force Duplicate: By default, duplicate charges to the same card, on the same day, for the same amount will be denied. This is to prevent accidentally charging a card twice. To force processing of a duplicate charge, check Force Duplicate before processing the charge. To set Force Duplicates as default, see PayConnect (a single set of credentials).

Technical Details
If using Clinics, the clinic selected on the Payment window or the Edit Insurance Payment window will be used to process the charge.

Patient Payments: Clicking Cancel on the Payment window after a successful PayConnect transaction will void the transaction. Then two payments (one for the sale and one for the void) will show in the Patient Account.

Receipts: Receipts for patient payments are automatically printed once the payment is successful, or you will receive a prompt to select print settings. Two additional buttons will also show on the Payment window:

  • Print Receipt: Reprint a PayConnect receipt. To reprint a PayConnect receipt in Payconnect's payment portal, search for the transaction number, then manually reprint.
  • Email Receipt: Generate a PDF copy of a PayConnect receipt and Email it to the patient.

Claim Payments (via prepaid insurance card): If you click cancel on the Edit Insurance Payment window after a successful PayConnect transaction, the transaction details will not be saved. To restore, you must manually finalize again.


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