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Payments to a Payment Plan

Usually a patient's payment to a Payment Plan is entered from the account of the person making the payment, typically the guarantor. However in certain situations it can be a different account, for example when one parent is the guarantor and the other parent makes the payment.

Follow the typical steps for entering a payment:

Depending on the method of allocation your office uses, Open Dental may automatically suggest pay splits allocated to the payment plan charges based on first in/ first out logic (FIFO).

Note: Open Dental will automatically generate pay splits for payment plan interest. We do not recommend editing these splits because it may cause future splits to allocate to the incorrect provider.

Payment plan payments will always show in the payment plan's amortization schedule. Double click the plan to view.

If your office's Pay Plan Logic is AgedDebitsandCredits, payment plan payments will also show in the ledger.

 

Payment Plan Questions & Answers

To enter payments in version 17.2 and earlier, see Enter a Payment Plan Payment in version 17.2.

 

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