Poayment post question

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akjain1@gmail.com
Posts: 12
Joined: Thu Feb 16, 2023 2:28 pm

Poayment post question

Post by akjain1@gmail.com » Fri May 12, 2023 9:04 pm

Hello. I saw on your website that you allow API Payments for "ProcessStatus": "OfficeProcessed". Is this "Mark as processed" check box when an online payment is received?

SLeon
Posts: 558
Joined: Mon Mar 01, 2021 10:00 am

Re: Poayment post question

Post by SLeon » Mon May 15, 2023 7:25 am

Good morning,

Yes the "Mark as Processed" checkbox corresponds to the payment.ProcessStatus field. It appears in the payment form when a payment is made online (either "OnlinePending" or "OnlineProcessed"). Payments made in the office or through Payments POST have a ProcessStatus of "OfficeProcessed" and the aforementioned checkbox will not appear in the form.

beacondental
Posts: 113
Joined: Wed Mar 15, 2023 8:43 am

Re: Poayment post question

Post by beacondental » Mon May 27, 2024 6:37 am

Can Open Dental API add a parameter for Payment PUT for "ProcessStatus": "OfficeProcessed", etc. Please let me know.

SLeon
Posts: 558
Joined: Mon Mar 01, 2021 10:00 am

Re: Poayment post question

Post by SLeon » Tue May 28, 2024 8:06 am

Payments made via the API automatically have a ProcessStatus of OfficeProcessed, so you do not need to set this in the PUT.

This post from August suggests how you can use definitions to to otherwise categorize payments.

beacondental
Posts: 113
Joined: Wed Mar 15, 2023 8:43 am

Re: Poayment post question

Post by beacondental » Tue May 28, 2024 8:15 am

We want to make the PUT function for the online payment for Xcharge, Global Payments, etc.

SLeon
Posts: 558
Joined: Mon Mar 01, 2021 10:00 am

Re: Poayment post question

Post by SLeon » Tue May 28, 2024 3:29 pm

All payments made via the API have a "PaymentSource" value of "API". You will not be able to mark these payment as coming from different sources, as they are made via the API. Is your request to be able to set ProcessStatus to OnlineProcessed?

beacondental
Posts: 113
Joined: Wed Mar 15, 2023 8:43 am

Re: Poayment post question

Post by beacondental » Tue May 28, 2024 8:11 pm

Yes, our request is to PUT ProcessStatus to OnlineProcessed

SLeon
Posts: 558
Joined: Mon Mar 01, 2021 10:00 am

Re: Poayment post question

Post by SLeon » Wed May 29, 2024 8:45 am

I have added this to our development list.

DerekR
Posts: 103
Joined: Wed Aug 31, 2022 1:13 pm

Re: Poayment post question

Post by DerekR » Wed Nov 27, 2024 8:59 am

This feature request is complete and is available in version 24.3.26.

See https://www.opendental.com/site/apipayments.html for more information.

Thanks!

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