7. Managing Accounts
This lesson covers how to view patient accounts and record payments in Open Dental.
-
1
Viewing Patient Accounts
- Click on the Account button.
- Select the patient to view their account details.
- View transactions, balances, and payment history.
-
2
Recording Payments
- Click on the Account button.
- Select the patient.
- Click New Payment.
- Enter the payment details and click OK to save.