Repeating Charges can be a great way to automatically bill fees to patients that occur at a regular interval, like membership fees. Read on to learn about this Open Dental feature!

Initial Setup

Before you start using Repeating Charges, make sure to complete the following steps:

1. Enable Repeating Charges in Show Features.
2. Create any custom procedure codes you’ll use for charges.
3. Determine if you want charges to be billed automatically. If you do, make sure to set the Repeating Charges (procedures) Preferences.

Add a Repeating Charge

From a patient’s account, you can create a Repeating Charge. Easily set the charge amount and frequency to make sure the right charge gets billed out at the right time.

If you’re creating a Repeating Charge that requires an insurance claim, you can even choose to automatically create a claim once the charge is billed to the account!

Run the Repeating Charges Tool

If you choose not to automatically run Repeating Charges, you can quickly post any outstanding charges for the month by using the Repeating Charges Tool from the Tools menu.

If you enabled the Repeating Charges run automatically preference, you won’t need to run this tool at all. Charges will be posted at the Repeating charges run time.

TECH TIP: If you’re using an integrated credit card processor you can also use Recurring Charges to automatically process payments for a patient.

If you have any questions about Repeating Charges, or anything else, please feel free to contact us – out Support Team is here for you!

Information in this post reflects features available in Open Dental Version 24.2. For the most up-to-date information, please visit our manual.