Online Payment

See Online Payment Management.

Once online patient payments have been set up, patients can make online payments with or without logging in to the Patient Portal. The specific steps for making a payment varies based on the method the patient uses to access the interface. The different scenarios are described below.

Logged in to the Patient Portal

When a patient is already logged in to the Patient Portal, they can make payments via the Account tab. Credit card information is automatically saved. Also see Patient Portal: What Patient Sees

  1. In the Patient Portal, click Account, then Payments tab.
  2. Click Make Payment.
  3. Enter the amount of the payment.
  4. Enter a note that will be viewable to office staff.
  5. Select the card to charge the payment to. To select a card already on file, highlight it. The payment will process instantly with the credit card provider. Otherwise, click New Card, enter the credit card information, then click Submit to instantly process the payment with the credit card provider.

Link to the Hosted URL

When patients are provided a link to the Hosted URL, the link launches the Sign In window. From there, patients can make a payment with or without logging in to the Patient Portal.

To make a payment without logging in:

  1. On the Sign in window, patient clicks Make Payment.
  2. Patient verifies personal information (First Name, Last Name, Birthday), then clicks OK.

    Open Dental will attempt to verify the information with an existing patient. If validation is successful, the Payment Options window will open.
  3. Patient enters payment amount and any notes, then clicks Continue.
  4. Patient enters credit card information, then clicks Submit to instantly process the payment with the credit card provider.

Direct Link to the Hosted Payment URL

When patients are provided a link to the Hosted Payment URL, they can make a payment without logging in to the Patient Portal. The link launches the Verify Personal Info window.

  1. Patient verifies personal information (First Name, Last Name, Birthday), then clicks OK. Open Dental will attempt to verify the information with an existing patient. If validation is successful, the Payment Options window will open.
  2. Patient enters payment amount and any notes, then clicks Continue.
  3. Patient enters credit card information, then clicks Submit to instantly process the payment with the credit card provider.

StatementURL

When a patient is provided a StatementURL on their statement, or in a text or email message sent with their statement, the URL launches the Sign in window. From there, patients can log in to see an online version of the statement and make a payment, or they can make a payment without logging in.

To view an online version of the statement and make a payment:

  1. Patient logs into the Patient Portal.
  2. Once logged in, the patient's statement balance will show with two options:
    • Make Payment: Click to make a payment. Patient enters payment amount and credit card information, then clicks submit to instantly process the payment with the credit card provider.
    • View Statement: Click to view statements.

To make a payment without logging into the portal:

  1. On the Sign in window, patient clicks Make Payment.
  2. Patient verifies personal information (First Name, Last Name, Birthday), then clicks OK. Open Dental will attempt to verify the information with an existing patient. If validation is successful, the Payment Options window will open.
  3. Patient enters payment amount and any notes, then clicks Continue.
  4. Patient enters credit card information, then clicks Submit to instantly process the payment with the credit card provider.

Troubleshooting

Problem: Patient doesn't see a Make Payment link on the Sign in window.

Solution: Online patient payments is not enabled correctly.

Note: When using clinics, the Make Payment link shows on the Login window when any clinic has online payments enabled. If the patient's default clinic doesn't have it enabled, clicking the link will open clinic contact information instead.