Sending Payment Requests to patients through Engagement will reduce the need for mailed paper statements and will simplify the payment process for your patients.
Watch this short video about sending an individual Payment Request:
📌 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
Click on the Inbox dashboard in the left side menu of Engagement
Click on the three dot menu next to the patient's name
Hover over Payments and then click Send a Payment Request
In the payment request pop-up, start by entering in the dollar amount to request
Click the check box to add a note for the patient
Click the check box 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
Select the delivery channel that the request will be delivered by
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
Click Send
A note about native DI Statements: DI Statements are only available for single payment requests.
Send a Single Payment Request using the Payments tab
Access to the Payments tab in Engagement is restricted to users with admin privileges. To learn more about user permissions, click here.
Access the Payments tab from the left side menu of Engagement
Click on the blue Collect payment button in the upper right corner and choose Single payment request
Search for the patient by name to begin a payment request and click Next
Enter the outstanding dollar amount, add a note, and/or attach a statement
Choose the preferred delivery channel and then 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.
Post Payments to Ledger
All OpenDental and Eaglesoft users can toggle their Engagement Payments settings to automatically post payments and refunds to the ledger in their Practice Management Software. Click here to learn more about Payments settings.
Access the Inbox tab from the left side menu of Engagement
Select the Payment filter from the lefthand Filters menu to see a list of the patients that have completed a payment
Open Dental and Eaglesoft users will have the option to Post to Ledger directly from the notification
📌 Important note for Dentrix users: If you use Dentrix, you will need to manually post the payment to the ledger in the Practice Management Software.