Payment to a Payment Plan

Usually patient payments to Payment Plan are 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 or Credit Card Payment.

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

Note:
  • Open Dental will automatically generate paysplits for payment plan interest. We do not recommend editing these splits because it may cause future splits to allocate to the incorrect provider.
  • If discounting future amounts due, enter payments before adding payment plan adjustments; otherwise, the suggested paysplits to payment plan charges may not be available. See Payment Plan Window.


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 in Account Module Preferences is Aged Debits and Credits, payment plan payments will also show in the ledger of the patient or the payment plan guarantor (if the guarantor is not in the same family).