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Engagement: Xplor Pay Portal Overview

Learn how to navigate your Xplor Pay portal when using Engagement Payments

Erika Gardner avatar
Written by Erika Gardner
Updated over 2 weeks ago

The Xplor Pay Portal (previously known as Clearent) allows you to access statements, detailed reporting, batch information, funding status, disputes, tax documents, and more.

Watch the video below to learn how to navigate the portal effectively.

Accessing the Xplor Pay Portal

To access the Xplor Pay Portal:

  1. Log in to Engagement

  2. Navigate to Settings > Practice Setup > Payments

  3. Click the link under Xplor Pay Merchant Home (https://my.xplorpay.net)

  4. Log in with your username and password (Note: If you haven't set up an account, contact payments@dentalintel.com for assistance)

Overview of the Home Screen

After logging in, you'll see:

  • Sales Chart: Overview of current sales.

  • Key Metrics: Last deposit amount, yesterday's total sales, year-to-date volume, and PCI compliance status.

  • PCI Compliance Reminder: All merchants must complete the PCI compliance questionnaire. No scanning is required. Refer to this step-by-step article for guidance.

Viewing Batch Transactions

To view batch transactions:

  1. Navigate to the Batches section

  2. You’ll see closed batches for the current month, including their status

  3. Click See Transactions to view details related to a batch

  4. Batch processing occurs at midnight local time, with deposits reaching your bank within 2-4 business days

  5. Export batches to Excel if needed

Note: Xplor Pay does not display patient names. Transactions show only the last four digits of the card, card type, amount, and status (e.g., settled or failed). For patient-specific reporting, use the Transactions tab in Engagement.

Understanding Funding (Deposits)

The Funding section tracks deposit statuses.

Xplor Pay Virtual Terminal

While the Xplor Pay Portal does offer its own Virtual Terminal, in order to avoid discrepancies and writeback errors, always use Engagement for processing payments.

Warning: Payments, refunds, and voids processed in the Xplor Pay Portal will NOT sync with Engagement or your Practice Management System. Use this only for emergencies.

If you must use the Xplor Pay Virtual Terminal in the event of an Engagement outage or otherwise:

  1. Click Take a Payment

  2. Enter card details (number, expiration, CVV, ZIP code, and amount)

  3. Click Run Transaction

Handling Disputes and Chargebacks

If a dispute arises:

  • Xplor Pay will notify you via mail and email.

  • Login to the Xplor Pay Portal to locate and respond to disputes.

  • Chargebacks are tracked similarly, showing their status throughout the process.

Accessing Statements and Tax Forms

Xplor Pay Statements

  • Generated on the 7th of each month.

  • Include transaction totals by card type (Visa, Mastercard, etc.), deposit history, and processing fees.

  • PCI non-compliance fees appear if the PCI questionnaire is incomplete.

  • Adjustments and disputes are also detailed.

  • Download statements from the Statements tab.

Tax Documents

  • Includes 1099-K forms and activity summaries.

  • Available end of January to early February for the previous year.

Updating Banking Information

Admins can update banking details by submitting:

  • A bank letter or voided check.

  • The update option is available in the Banking Information section.

Need Help?

For questions or assistance, contact our customer support team or email payments@dentalintel.com.

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