Account Modules

Account-related data for a patient and family: aging balances, patient balances, and service-date view. Per OpenDental API.

What are AccountModules?

Aging returns aged balance buckets (0–30, 31–60, 61–90, over 90 days), total, insurance estimate, and estimated balance for the family. PatientBalances returns the patient portion per family member (and "Entire Family" total). ServiceDateView returns a list of charges and credits (procedures, adjustments, paysplits, claim procs, pay plan charges) with service/trans dates, reference, charge/credit amounts, and account balance. All endpoints require PatNum in the URL.

Enter PatNum and click Get Aging.

Patient Balances (family)

PatNum	Name	Balance

Enter PatNum and click Get Patient Balances.

Service Date View

ObjectType	PrimaryKey	Type	ServiceDate	TransDate	Patient	PatNum	Reference	Charge	Credit	Provider	InsBal	AcctBal

Enter PatNum and click Get Service Date View.

Account Modules

Aging (family)

Patient Balances (family)

Service Date View

AccountModules – GET Aging

AccountModules – GET PatientBalances

AccountModules – GET ServiceDateView