Open Dental

Jordan/API Team

First off thank you for rolling out the Open Dental API! We love it!

Request: We currently pull the "standard Open Dental" Aging A/R report that shows total patient balance by Aging period and also insurance balance by patient.

We have noticed that the patient balance is the sum that is owed, is there any API method that we can pull what a patient owes broken down by procedure code or procedure description

In the below this is broken out by each line item instead of sum of amount due for patient balance.

Example
John Doe
$25 D110
$75 D2150

Thanks for #Rockin @Jordan and @API Team

There is not yet an API method that will return an account breakdown for a patient. Currently, you can get a patient's total balance with AccountModules GET PatientBalances, but this does not itemize the individual charges by procedure. We will work on adding a method for you to retrieve this detailed information.

Hello Sarah

Would the method also include the procedure code and/or the description of the completed procedure.

Do you think we should work with the OD DB SQL team or is this something that can be added to the OD API?

Thanks so much Sarah

example
Patient Name Amount PCODE
John Doe $5.00 d1110
John Doe $55.00 D2310

If you are open to using a query, I believe Query #159 posted on our Query Page would give you the information you need. This could be used with our Queries PUT ShortQuery API method for each patient.