Using KasperPay, Kasper's integrated payment feature is easy and convenient. Here's how to navigate through it.
Where to find/ make payments?
From the Dashboard:
Hover over the dollar sign next to the patient's name to view the patient and account balance.
Click on it to access payment options or process a payment
Different colored dollar signs indicate different account statuses:
Green $: Patient balance is Zero
Red $: Positive patient balance
Yellow $: Negative patient balance
From the Patient Profile:
Go to the communication tab and select your patient.
Click on the $ tab in the patient profile section to view the patient account.
To process a payment or select payment options, click on "process a payment."
Processing Payments from Kasper
Payment options:
Custom Amount:
Allows entry of any desired dollar amount, regardless of the statement amount.
Payments are allocated from oldest to newest in Open Dental.
Statement Amount:
Can include specific procedures, date(s) of service, or the entire account balance.
Shows any procedure(s) without payment allocations in Open Dental.
Payment Methods
You have 3 methods to pay through Kasper:
Terminal
Manual Entry
Stored card
Link to Pay
To Process a Payment:
Enter the desired payment amount or if you choose the statement option, select the specific procedure(s) you want to add or select the whole statement.
Enter the admin fee (in $ or %). (You can set or disable admin fees from the settings)
Select your payment method:
Terminal: Choose the terminal for payment processing.
Manual Entry: Enter card details and choose to save card for future payments.
Stored card: Select from stored cards.
Link to Pay
Add any notes and click on "Process Payment."
Confirmation and Receipts:
Upon successful payment processing, you will receive a confirmation message.
Choose to send a confirmation email or text to the patient.
Option to print a receipt.
Viewing Payments:
All payments and patient refunds are listed under payments in the patient profile.
Void/Refund Payments:
To void or refund a payment, click on the ellipsis beside the payment and select void.
Currently, Kasper only supports full payment refunds. If you need to process partial refunds, you can do so through CardPointe.
Note: Payments processed through CardPointe will not be automatically saved in Kasper or Open Dental systems. You'll need to manually log these payments into Open Dental. Additionally, cards stored in Kasper will not be saved to CardPointe, and vice versa.
All payments/refunds from Kasper will sync automatically to the patient account in Open Dental.
Void vs Refund:
Voids: These are same-day transactions when the transaction status is "captured." There is no charge for voids.
Refunds: These occur after the batch has closed and the transaction status is "processed." There is a $0.05 fee for refunds, which is the same as the transaction fee.
Setting Payment User Permissions
To set payment user permissions:
Navigate to Settings
Select User Management
Click on the ellipsis (three dots)
Click on Edit Permissions
Admin users have full permissions for payment and other features.
For general users, you can customize payment permissions as follows:
Toggle the payment button.
Select the specific permissions needed for that user.
