All Collections
Dental Intelligence Analytics
Analytics Payments (formerly di.Payments)
Analytics Payments: What Information is Required to Set Up?
Analytics Payments: What Information is Required to Set Up?

This article covers the information you will need to set up your Analytics Payments feature.

Sam Miller avatar
Written by Sam Miller
Updated over a week ago

This article is about our Payments Solution through our Analytics Module. If you are looking for information regarding our Payments Solution the Engagement Module click here.

Analytics Payments is an AR management tool that helps you streamline the process of identifying patients who owe your practice money, communicating with those patients about their balances, and ultimately helping you get paid.

In order for you to get start with Analytics Payments, you must enroll and certain information is required to do this successfully. Please see below so you can be prepared!

Required Information

Information about the business:

  • Business type (sole proprietor, LLC, etc.)

  • Tax ID number

  • Business address

  • Business phone number and email

  • Login information for the practice’s bank account or routing and account numbers

Information about the owner(s):

  • Full name

  • Date of birth

  • Social security number

  • Home address

  • Phone number and email

This information is required because of the USA Patriot Act and the associated Know Your Business (KYB) and Know Your Customer (KYC) laws.

Additional Resources

Keywords: di. payments, di.payments, DI Payments, di payments, setup, setting up, set-up, getting set up, getting started

Did this answer your question?