Choosing an option & paying

This is the patient’s side of the plan, whether they’re reading the link at home or you’re presenting chairside. Understanding it helps you guide them and follow up.

Choosing a payment option

Below the Plan Summary, the patient sees payment option cards — Pay in full, Half & Half, an in-house plan, financing, and so on.

The patient's plan view with payment option cards below the summary — Save Money, Half & Half, In-House Plan, and No Down Payment financing.

Tapping a card highlights it, shows a green “Chosen” badge, and updates the Plan Summary above instantly (total due, what they pay, per-payment amounts).
Only one option is ever selected — tapping another switches to it.
When the patient picks an option on their own link, it shows a green “Sent to your office” so you can see their choice and follow up.

After signing: the guided next-steps wizard

The moment the patient signs — at home or chairside — Teamio can walk them straight through what’s left, instead of leaving them to find it on their own.

If your practice has this turned on (Settings → General → Guide patients after signing, on by default), a step-by-step popup opens right after the signature:

Any consent forms mapped to procedures on the plan open and fill out one at a time, right there in the popup — the patient never leaves the page or opens a new tab.
Once every consent form is signed, an optional payment step appears. The patient can pay right then, or skip it and pay later from the plan page — payment is never required to finish.

The plan’s top banner also shows a live “Signed” state and a way to reopen the wizard if the patient closes it early. This tracking is per treatment plan, so completing the steps for one plan never marks a different plan as done.

Turn the wizard off in Settings if you’d rather patients see the plain sign-then-pay flow.

Making a payment

The payment area sits below the signature card — on the patient’s link (at home) and below the signature in Present Mode (chairside). It always shows Paid so far, Remaining, and a list of any payments already made.

At home (card only): after signing, the patient enters an amount (pre-filled with your suggested amount, capped at the remaining balance) and taps Pay $X now to open a secure card page. The payment then appears in the history and Remaining drops. They can pay again anytime until it reads Paid in full.

Chairside: you collect through the same area using the methods in Collecting a deposit or payment — terminal, pay link, cash, check, or “mark as financed.”

Good to know:

Payments land in Open Dental as prepayments with your configured payment type.
Payment dates show in your practice’s time zone, so an out-of-town patient still sees the office’s date.
The amount can never exceed the remaining balance; at $0 the area reads Paid in full.