TSI Collections

In the Manage Module, click tsi Collections.

Transworld Systems Inc. (TSI) offers billing and collection services to dental practices. A TSI interface is integrated with Open Dental so you can manage past due accounts from Open Dental.

Setup: TSI Setup

Related Links:

Basic Workflow:

  1. Set up TSI integration in Open Dental.
  2. Use Open Dental's Accounts Receivable Manager to identify overdue accounts and send them to TSI.
  3. Once sent, TSI will manage all billing and collection activity for the account. Any transactions entered in Open Dental (e.g. payments, charges) will be sent to TSI on a regular basis using the OpenDentalService.

Send Past Due Accounts to TSI

  1. Highlight the guarantors to send to TSI. Click All to select all guarantors. Click None to deselect all guarantors.
  2. Under Account Placement, select the type of TSI account to send to.
    • Accelerator: Use for accounts less than 90 days old.
    • Profit Recovery: Use for accounts between 91 days and 6 months old.
    • Collection: Use for accounts older than 6 months.
      Note: If a user selects the wrong Demand Type for an account, a warning popup message will appear asking to select the correct type.
  3. Click Send to TSI.
    • The C billing type will automatically be assigned to the sent accounts.
    • TSI will begin managing billing and collection activity.

Unsent Accounts Tab

Open Dental aging will run and all guarantors who have a balance based on the account filter criteria, and have not yet been sent to TSI, will list on the Unsent Accounts tab. Accounts highlighted in red indicate the guarantor has an invalid birthdate entered or is under the age of 18.

Account Filters: Change the filter criteria as needed. To save criteria as the default for the next time you run the report, click Save as Default.

TSI C Billing Type:

Guarantors - Not Sent to TSI: Add or remove columns in Display Fields, A/R Manager Unsent Grid.

Guarantor Count: Total number of guarantor accounts in list.

Total: Total sum of accounts for each column.

tsi OCP: Click to launch the TSI Online Client Portal.

Right-click on a guarantor, then select Go To to jump to their Open Dental account. Click Run Aging to manually run and update aging.