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Tracking Income by Provider

The steps for allocating income to providers varies depending on whether the income is an insurance payment or patient payment. See Production and Income for a detailed discussion of the important differences between production and income.

Insurance payments
All production entries (procedures and adjustments) have a provider. When you enter a claim payment by procedure using the EOB, the payment amounts are allocated to the provider attached to the procedure. See Insurance Claim Payments.

Patient payments
These can be a little trickier to allocate. You can allocate income when Entering Patient Payment, or, if you don't know the correct allocation amounts at payment time, transfer income using Income Transfers to fine tune amounts when you do. Open Dental provides a few tools to help you.

Payment Split Manager (version 15.2): Use this tool at the time of payment to quickly allocate income to providers and attach procedures. Open Dental will suggest payment splits based on payment amount and outstanding charges and automatically attach procedures. You can accept, modify, delete, or add partial splits. See Payment Split Manager.

Basic Pay Splits: On the Payment window, manually create pay splits for Family Balance line items and optionally attach procedures. See Entering Patient Payments.

Income Transfers: If you don't know exact amounts when you first enter the payment, you can transfer income when you do. Create a new payment entry for $0 (do not change the original payment). Designate the payment type as None (Income Transfer), then use payment splits to transfer the income. See Income Transfer.
Note: If one provider's Family Balance End balance is negative and others have an End balance that is owed, this means excess payment has been allocated to the provider with the negative balance. To 'fix' the allocation amounts, enter income transfers.

Version 15.1 or earlier: When you click OK, Open Dental will create payment splits by patient to the primary provider. If the amount exceeds the patient's balance, it will ask if you want to apply excess amounts to other family balances. If you click Yes, it will do so. If there are multiple providers who do the work for a single patient (e.g. a primary and hygienist), only the primary provider will receive the income.


  • In Account Module Setup, set the Payment window to automatically open every time you Receive a Claim Payment. Then you can fine tune provider balances using income transfers once you know how insurance has paid a claim.
  • For other queries about tracking provider income, see Query Examples and filter results by 'provider' and 'income'.
  • To catch providers who have been overpaid, run Query #101.


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