Patient Portal Transactions
All transactions made using Patient Portal can be viewed in Open Dental. From here you can also process voids and returns.
In the Main Menu, click Tools, Patient Portal Transactions.
All transactions that match the entered From/To Date and selected clinic will list.
From/To Dates: Determines the date range of transactions. The default date range is today.
Clinic: If using Clinics, select the clinic. Only transactions for the selected clinic will show. Users can only view transactions for clinics they have access to.
Right-click on a transaction to select other options:
If a transaction is eligible for a void, the payment can be voided from the X-Web Transactions window or the Payment window.
If unsuccessful, an error will show. The most common cause of a failure is because the transaction is no longer within the eligible time frame. In these cases, process a return instead.
To issue a refund to a patient, follow these steps:
The card information will auto populate and cannot be changed.