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Engagement: Sending a Single Payment Request
Engagement: Sending a Single Payment Request

Learn how to send and cancel an individual payment request in Engagement

Grace Richards avatar
Written by Grace Richards
Updated over a week ago

Sending Payment Requests to patients through Engagement will reduce the need for mailed paper statements and will simplify the payment process for your patients.

In this article, we'll review:

Watch this short video about sending an individual Payment Request:

πŸ“Œ Important note: You must have Clearent, Stripe, Apex or Moolah as a virtual terminal service in order to integrate with Engagement'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!

Send a Single Payment Request using the three-dot menu

  1. Click on the Inbox dashboard in the left side menu of Engagement

  2. Click on the three dot menu next to the patient's name

  3. Hover over Payments and then click Send a Payment Request

  4. In the payment request pop-up, start by entering in the dollar amount to request

  5. Select the delivery channel that the request will be delivered by

  6. Click the checkbox add up to two follow up reminders that will be sent to patients if a payment is not made after the initial request is sent

  7. Click the checkbox to add a note for the patient

  8. Click the checkbox to attach a statement

    • DI Statement: Use a native statement generated by Dental Intelligence (click Preview to see the statement before it is sent)

    • Load from PMS: Use the most recent statement from your Practice Management Software (Available for all Open Dental users)

    • Upload file: Upload a statement file from your computer

    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. Click Send

Important notes:

  • Single payment requests will be sent out in the time zone that they are requested in.

  • If you send a payment request to a patient that already has payment reminders scheduled, the future reminders will be canceled.

Send a Payment Request using the Payments Dashboard

If you are unable to access this feature or make changes, you have not been granted permission in your user profile. Contact an admin team member in your practice to enable access or work with them to complete the steps outlined in the instructions below. Click here to learn how to update user permissions.

  1. Access the Payments tab from the left side menu of Engagement

  2. Click on the blue Collect payment button in the upper right corner and choose Single payment request

  3. Search for the patient by name to begin a payment request and click Next

  4. Add the payment request details:

    • Outstanding dollar amount

    • Preferred delivery channel

    • Add follow up reminders

    • Add a note

    • Attach a statement

  5. When finished, click Send

Patient Payment Request Text Message View

When a patient receives a payment request via direct (text) message, they will receive a message that informs them of the amount due, along with a link to complete payment.

Click here to learn more about how to post payments to the ledger.

Looking to learn even more about Engagement Payments? Check out our on-demand webinar!

Cancel a Payment Request

  1. Click to access Payments from the left side menu of Engagement

  2. Click on the Payment requests tab

  3. If needed, select a Date Range by clicking on the calendar icon button

  4. Locate the patient's payment request. Click on the Actions button and click Cancel payment request


Note: Only payment requests with the status of Requested can be cancelled. Payments cannot be cancelled in bulk.

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