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Teamio Teamio Help Center

Payment alerts

When a patient pays through a payment link, the Action Center tells you whether it went through. A Payment received card confirms the money came in; a Payment failed card flags a payment that didn’t go through, with a quick way to send the patient a new link.

Which payments alert

Section titled “Which payments alert”

Payments the patient makes on their own device:

These don’t alert:

  • Card-reader payments in the office (terminal payments). The patient is standing at the desk, so you already know how it went.
  • Payments that are still confirming. Now and then the card processor takes a while to answer. Those payments never alert, and the Action Center never offers a new link for them: the first charge may still go through, and a second link could charge the patient twice. Check the Payment Report later instead.

Payment received

Section titled “Payment received”
A Payment received card for James Carter: Account balance, amount $185.00, method Visa ending 4242, received Sep 16, 2026 at 3:20 pm, with View payment and Dismiss buttons.
  • The patient’s name, and what the payment was for: Account balance or Treatment plan prepayment.
  • Amount: what was actually approved.
  • Method: the card brand and last four digits.
  • Received: when the payment went through.

The first button depends on who you are:

  • View payment (Admins, when your practice has Open Dental Posting turned on in Settings → Payments) opens My Account → Patient Payments on the day of the payment, already searched to that patient, so you can confirm it posted to Open Dental. See Payment Report.
  • View patient (everyone else) opens the patient’s profile.

A received payment doesn’t need anything from you, so the card stays until someone dismisses it. Otherwise it’s removed after 30 days.

Payment failed

Section titled “Payment failed”
A Payment failed card for Ava Mitchell: Account balance, amount $95.00, reason Insufficient funds, attempted Sep 16, 2026 at 2:19 pm, with Send new link and Dismiss buttons.
  • The patient’s name, and what the payment was for.
  • Amount: what the patient tried to pay.
  • Reason: why it didn’t go through, as the card processor reported it (for example Insufficient funds).
  • Attempted: when the patient tried.

A link can’t be used again once its payment fails, so the patient needs a new one.

Section titled “Sending a new link”

  1. Select Send new link. The patient’s profile opens with the Collect Payment window, already filled in from the failed payment: the same kind of payment, and the same amount.

    The Collect Payment window opened from a failed payment: Outstanding balance selected, 95 filled in as the amount to collect, and the Send SMS, Send Email, SMS + Email and Charge on Terminal options below.

  2. Check the details. Change the amount if you need to.

  3. Choose how to send it and finish as usual. See Collecting a payment.

Nothing is sent until you finish in the Collect Payment window. Teamio never retries a payment or sends a new link on its own.

When the failed card clears

Section titled “When the failed card clears”

The Payment failed card clears for everyone, whatever your office’s clearing setting, when:

  • anyone sends that patient a new payment link, whether from this card, the Collect Payment button on their profile, or a follow-up, or
  • the patient makes a payment through another link.

You can also Dismiss it, for example if the patient paid another way.

Section titled “Related”