Payments and Open Dental
What happens automatically
Section titled “What happens automatically”Every successful payment collected through Teamio — terminal, text-to-pay, email link, or Tx Presenter deposit — is posted to the patient’s Open Dental ledger under the PayType your site mapped for that method.
How each method maps to a PayType
Section titled “How each method maps to a PayType”The mapping is configured once, in Settings → Payments (see Setting up payment collection). It controls how each kind of payment appears on the OD ledger:
| Payment | Posts under |
|---|---|
| Card payment | A per-card-brand PayType — Visa, Mastercard, Amex, Discover, or a Default for anything else. |
| Chairside Cash / Check | Their own mapped PayTypes. |
| Tx Presenter deposit | A prepayment under the configured Unearned Type (an Open Dental definition in Category 29). |
If ledger entries look mis-categorized, that mapping is the place to fix it — update it in Settings → Payments, or contact support if you’re unsure which PayType to use.
What never posts
Section titled “What never posts”- A cancelled terminal charge.
- An expired or unpaid payment link.
When a payment seems missing
Section titled “When a payment seems missing”- Confirm it succeeded in Teamio — a cancelled terminal attempt or an unpaid link never posts anything.
- Give it a few minutes — posting is quick but not always instant.
- Check the Open Dental server is online — like forms and photos, ledger posting depends on the connector on your OD server; payments queue and post when it’s back.
- Still missing after that? Note the patient, amount, and time, and contact support.
Related
Section titled “Related”- Payment Report — see every payment’s posting status in one list, and export the day
- How Teamio syncs with Open Dental
- Collecting a payment