This guide walks you through:
Creating a payment plan in Open Dental
How payment plans sync and function in Kasper
Customizing payment plan notifications
1. Creating a Payment Plan in Open Dental
To create a new payment plan in Open Dental:
1. Open the patient’s Account module
Click Payment Plan → Payment Plan.
2. Add Production
Click Add to select the procedures that will be included in the payment plan.
3. Add a Down Payment (Optional)
If the patient pays part of the treatment upfront (e.g., $100 of a $1,000 plan), enter the down payment amount. The remaining balance will be scheduled for future payments.
4. Mark Procedures as Complete
Make sure Procedure is set to complete so the balance is properly reflected.
5. Set the Payment Schedule
Either enter a fixed payment amount per installment
OREnter the number of payments and let Open Dental calculate the amounts automatically.
6. Choose Payment Frequency
Monthly
Quarterly
Specific day of the month
7. Set the Start Date
Use the Date of Agreement as the first charge date.
8. Click “Create Schedule” → Save
Once saved, the payment plan will sync automatically into Kasper.
To learn more about creating payment plans in Open Dental, you can review Open Dental's article from here.
2. Payment Plan Syncing & Auto-Charging in Kasper
After the payment plan is created in Open Dental:
Where to View It
In Kasper, go to:
Communication → Search for patient → Payment Plans tab
Here, you’ll see all active payment plans synced from Open Dental.
Setting Up Automatic Payments
Kasper can automatically charge each payment on its scheduled date.
To enable auto-pay:
Click the + icon to attach a saved card to the payment plan.
Once a card is attached, Kasper will automatically process future payments on their charge dates.
Payment Statuses in Kasper
Status | Meaning |
Pending | Future payment; charge date hasn’t arrived yet |
Paid (Green) | Successfully processed |
Failed / Overdue (Red) | Payment failed or was not collected |
Failed Payments
If a payment fails:
Kasper will automatically retry charging daily
The patient will receive a notification about the failed payment along with a link to update their payment method.
Status remains Failed until a successful charge occurs
Note: If a payment fails, you can click the three dots next to that payment and select Pay Now. This allows you to process the payment immediately using the card on file instead of waiting for the system to auto-charge it the next day.
To ensure the payment is correctly applied and allocated, avoid processing it outside the payment plan.
3. Payment Plan Template Settings (Patient Notifications)
You can customize the messages sent to patients regarding payment plan activity.
To access these settings:
Settings → Payment Settings → Payment Plan Templates
Here you can customize the automatic messages for:
Successful payments
Failed payments
You may also insert variables such as:
Transaction Amount
Payment Due Date
Link to Pay
Patient Name
Practice Phone Number
