In the Edit Claim window, at the upper right, is an Enter Payment area.

Click one of the three buttons.
- As Total: Enter a total payment amount. See below for details.
- By Procedure (recommended): Itemize the payment by procedure. See below for details.
- Supplemental: Add additional payments to procedures already received. See Supplemental Insurance Payments.
When payments have been entered, paid procedures and the claim will change to a status of Received.
When entering payments, it is recommended to include all EOB information, including remarks. This way all information is available in Open Dental and accessible from any computer. When a patient has questions, you can quickly determine what was/wasn't paid and why.
Also see:
As Total
Entering payments As Total is available for insurance plans with a type of Category Percentage, Medicaid or Flat Co-pay, and Capitation.
Entering an As Total payment differs depending on the Allocations Setup for Claim Pay by Total splits automatically.
When Claim Pay by Total splits automatically is checked:
- Click As Total.
- Enter the total amount paid, then click OK.

- The Enter Payment window will open. Open Dental will automatically assign amounts to each procedure. Amounts can be changed if desired, or simply click OK to accept the amounts.

- The paid amounts will show split to each procedure in the Edit Claim window.

- Once complete, continue to Finalize Insurance Payment.
When Claim Pay by Total splits automatically is unchecked:
- Click As Total.
- The Edit Claim Procedure window will open. Enter the full Insurance Paid amount, then click OK.

- The total payment will show as a new line item in the Edit Claim window.

- Once complete, continue to Finalize Insurance Payment.
By Procedure
Entering payments By Procedure is available for all insurance plan types except Capitation. It is required for PPO plans to track write-offs.
- To post payment to all procedures on the claim, click By Procedure. Alternatively, highlight specific procedures first.
- The Enter Payment window will open.

If needed, edit insurance payment information, then click OK.
- If not all procedures have been marked received, a popup will appear.

- Click Yes to mark all procedures received, changing the Claim Status to received.
- Click No to leave as unreceived procedures. This will leave the claim in a Sent - Verified status and remain on the Outstanding Insurance Claims Report.
- Payments show associated with their procedures on the Edit Claim window.

- Once complete, continue to Finalize Insurance Payment.
Claims with No Payment
If insurance does not pay on a claim, you must still receive it. Simply enter 0 as the insurance payment amount (As Total or By Procedure). This will mark it as Received so it is no longer considered an outstanding claim.
To scan the EOB associated with the zero payment, finalize the payment as normal (enter 0 as the amount) then scan. See Scan EOB.
In the patient account, claims received with no payment show as follows:

Any remaining balance will be due by the patient. Take patient payments as normal.
Note: Zero dollar payments received outside of the set
Manage Module Preference Show claims received after days will be hidden when finalizing payments. Adjust the number of days to see the zero dollar payment.
Insurance Pays on Alternate Procedure Codes
If insurance pays on different procedure codes than you sent (e.g. You filed a BW and Pano, but insurance paid on FMX), simply add the payment to the procedures you charted. No need to recreate the claims or procedures.
- Enter the payment by Procedure.
- Allocate the payment to the procedures you actually performed.
- Add a note in the Remarks section.
- Finalize the payment as normal.