TSI Interface

Using the Transworld Systems interface In Open Dental, you can send past due accounts to TSI and manage TSI accounts. TSI will handle all debt collection activity for all accounts sent to them. To set up the service, see TSI Setup. To send, suspend, reinstate, or cancel an account, see TSI Accounts.

Unsent Accounts Tab

In the Manage Module, click tsi Collections to open the Accounts Receivable Manager. Select the 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 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.

Sent Accounts Tab

Once an account has been sent to TSI for biling and collection management, it will list in the Accounts Receivable Manager under the Sent Accounts tab.

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

Guarantors - Sent to TSI: Add or remove columns in Display Fields, A/R Manager Sent Grid.