7. Managing Accounts

This lesson covers how to view patient accounts and record payments in Open Dental.

  1. 1

    Viewing Patient Accounts

    • Click on the Account button.
    • Select the patient to view their account details.
    • View transactions, balances, and payment history.
  2. 2

    Recording Payments

    • Click on the Account button.
    • Select the patient.
    • Click New Payment.
    • Enter the payment details and click OK to save.