Interested in adding Dental Intelligence Payments to your subscription? CLICK HERE to request a demo!

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:

Log in to Dental Intelligence
Navigate to Settings > Practice Setup > Payments
Click the link under Xplor Pay Merchant Home (https://my.xplorpay.net)
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:

Navigate to the Batches section
You’ll see closed batches for the current month, including their status
Click See Transactions to view details related to a batch
Batch processing occurs at midnight local time, with deposits reaching your bank within 2-4 business days
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 Dental Intelligence.

Understanding Funding (Deposits)

The Funding section tracks deposit statuses.

Filters are available by month
Click on a deposit to see included transactions
Export deposit data if needed
A Deposits dashboard is also available in Dental Intelligence

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 Dental Intelligence for processing payments.

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

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

Click Take a Payment
Enter card details (number, expiration, CVV, ZIP code, and amount)
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.
If you encounter issues locating your statements, you can contact Xplor Pay support directly at 855-558-3414 for assistance.