Configure the Open Dental Integration

Configure the Open Dental settings before users sign in to the PayStack Windows Application.

Before You Begin

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When setting up Open Dental for the first time, review the applicable Open Dental Demo Walkthrough before configuring the integration.

The walkthrough will help you understand:

How PayStack interacts with Open Dental

What the completed payment workflow should look like

How payments are posted back to Open Dental

What to verify during testing

Understanding the workflow first will help you confirm that the integration is configured correctly and test it with confidence.

Demo Walkthrough: Open Dental Payment Workflow Demo

Configure the Integration

Open the dental office in Manage Dental Offices.

Select Windows Integration.

Enter the following settings:

Field	Setting
PM Mapping	Open Dental
Chart Number	True
Report Format	Select Standard Report when the merchant processes payments traditionally. Select Report with Service Fees when the merchant processes payments using surcharge.
Database	Local Setting
Database Name	Open Dental

Click Save.

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These settings are automatically downloaded when an authorized user signs in to the PayStack Windows Application. If the user is already signed in, sign out and sign back in to retrieve the updated settings.

Optional: Create a PayStack Payment Type

Creating a custom PayStack payment type in Open Dental is not required, but it helps the office identify and subtotal all payments processed through PayStack on end-of-day, deposit, and other payment reports.

In Open Dental, go to Setup → Definitions.

Select Payment Types from the list on the left.

Click Add.

Complete the following fields:

Field	Setting
Name	PayStack
N = Not selected for deposit	Enter N only if PayStack payments should be excluded from deposit slips. Otherwise, leave it blank.
Hidden	Leave unchecked. Use this later only if the payment type should remain available historically but be hidden from future use.

Click OK.

The PayStack payment type will now be available when entering patient payments.