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Engagement: Sending a Single Payment Request
Engagement: Sending a Single Payment Request
This article will include the steps to request payments through Engagement [Modento]
Grace Richards avatar
Written by Grace Richards
Updated over a week ago

Sending Payment Requests to patients through Engagement [Modento] will reduce the need for mailed paper statements and will simplify the payment process for your patients! Here is a short video about Sending a Payment Request:

Note: You will need to have Clearent, Stripe, Apex or Moolah as a virtual terminal service in order to integrate with Engagement [Modento]'s Single Payment Request feature. To learn more about these services click the links listed below:

For more information regarding these Payment Processing Services, refer to this article!

Sending a Payment Request

  1. Access the Patients tab

  2. Select the Three Dot Menu next to the patient's initials

  3. Hover over Communication

  4. Click Send a Payment Request

  5. Enter in the Dollar Amount to request

  6. Click the check box to Add a Note for the patient

  7. Click the check box to Attach a Statement

  8. Click Load to pull the most recent statement from your Practice Management Software (Note: this will work for Open Dental)

    1. For Eaglesoft or Dentrix, you must save the statement as a file from your Practice Management Software, then upload it into the Payment Request by selecting the Choose File button

  9. Select the Delivery Channel Preference

  10. Click Send

Patient Experience View

Posting Payments to Ledger

  1. Access the Inbox tab

  2. Click on Payment in the Filters menu to see a list of the patients that have completed a payment.

  3. For Open Dental and Eaglesoft practices, you will have the option to Post to Ledger from the notification

    Note: If you use Dentrix, you will need to manually post the payment to the ledger in the Practice Management Software.

Related Resources

The following resource will give you a more in-depth explanation on how to use Engagement Payments:

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