Payments

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mardo
Posts: 6
Joined: Wed Jun 22, 2022 2:34 pm

Payments

Post by mardo » Tue Nov 29, 2022 3:26 pm

Howdy,

A big part of what our application does is post payments for our customers after credit card transactions.

I noticed the payment end point @ https://opendental.com/site/apipayments.html doesn't really allow for this.

We post both pre-payment and allocated payments.

These are the fields that we use to write to the database

Code: Select all

`INSERT INTO Payment 
                          (
                                ClinicNum,
                                IsRecurringCC,
                                IsSplit,
                                PatNum,
                                PayAmt,
                                PayDate,
                                PaymentSource,
                                PayType,
                                ProcessStatus,
                                Receipt,
                                PayNote
                            )
                         VALUES 
                             (
                                ?,
                                ?,
                                ?,
                                ?,
                                ?,
                                ?,
                                ?,
                                ?,
                                ?,
                                ?,
                                ?
                            )`,
      [
        clinicNum,
        isRecurringCC,
        isSplit,
        patNum,
        payAmt,
        payDate,
        paymentSource,
        payType,
        processStatus,
        receipt,
        payNote,
      ]
..and then for the pay split

Code: Select all

Insert PaySplit 
                    (
                        ClinicNum,
                        DatePay,
                        PatNum,
                        PayNum,
                        ProvNum,
                        SplitAmt,
                        UnearnedType,
                        ProcNum
                    )
                    VALUES
                    (
                        ?,
                        ?,
                        ?,
                        ?,
                        ?,
                        ?,
                        ?,
                        ?
                    );`,
      [
        clinicNum,
        datePay,
        patNum,
        payNum,
        provNum,
        splitAmt,
        unearnedTypeDefNum,
        procNum,
      ]
      
What would it take to get this implemented so we can have some deeper functionality around posting payments in regards to the API?

Thank you,
Marty

SLeon
Posts: 476
Joined: Mon Mar 01, 2021 10:00 am

Re: Payments

Post by SLeon » Tue Nov 29, 2022 3:53 pm

Good afternoon,

The Payments POST method does create paysplit(s) as part of it's payment insertion logic. This occurs on a FIFO basic according to the dental office's Allocation Setup (https://opendental.com/manual/allocationssetup.html). Meaning the API handles payments identically as in Open Dental. It is meant to handle allocated payments in the use case you describe.

We can absolutely add the ability to create pre-payments through the API.

mardo
Posts: 6
Joined: Wed Jun 22, 2022 2:34 pm

Re: Payments

Post by mardo » Tue Nov 29, 2022 4:47 pm

Our solution allows to post payments FIFO/LIFO or specifically selected.

Is there any way you can open up this functionality to send a procedure codes along with the payments for the splits?

We have a very large amount of dentists using this functionality, and really enjoy using it and if we just did FIFO it would be a big damper on the value we bring to the table.

Thank you,
Marty

SLeon
Posts: 476
Joined: Mon Mar 01, 2021 10:00 am

Re: Payments

Post by SLeon » Wed Nov 30, 2022 7:56 am

Good morning,

Yes, we can also add the ability to "select" specific procedure(s) to apply the payment to.

mardo
Posts: 6
Joined: Wed Jun 22, 2022 2:34 pm

Re: Payments

Post by mardo » Wed Nov 30, 2022 10:12 am

Great! How do we track the status of this so we can make sure we implement the API in a timely manner?

Thank you!

SLeon
Posts: 476
Joined: Mon Mar 01, 2021 10:00 am

Re: Payments

Post by SLeon » Wed Nov 30, 2022 10:41 am

There are roughly a dozen feature requests on our development list prior to this one. I would estimate that development will start on these two in the next two weeks. We will update this thread with our progress, but you are welcome to message me directly as well.

DerekR
Posts: 79
Joined: Wed Aug 31, 2022 1:13 pm

Re: Payments

Post by DerekR » Thu Jan 12, 2023 2:17 pm

The Payments POST (create) method now accepts an isPrepayment parameter. When set to "true" It will create of a single Payment and PaySplit that is not attached to any procedure or adjustments for a patient.

This feature is available in version 22.4.8. See https://www.opendental.com/site/apipayments.html for more information.

SLeon
Posts: 476
Joined: Mon Mar 01, 2021 10:00 am

Re: Payments

Post by SLeon » Thu Feb 02, 2023 8:30 am

Your second feature request to apply a payment to specific procedures has been completed. Payments POST will now accept an array of procNums, which can be obtained via ProcedureLogs GET, AccountModules GET ServiceDateView, or Queries PUT ShortQuery.

This new functionality is available now in versions 22.4.16 and later. More information on this method can be found here.

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