📌 Important note: You must have Xplor Pay (previously known as Clearent) as a virtual terminal service in order to integrate with Dental Intelligence's Payment Request feature.
Interested in adding Dental Intelligence Payments to your subscription? CLICK HERE to request a demo!
Dental Intelligence Payments makes it easy for your team to collect patient balances quickly and securely—no more chasing payments or managing complex billing workflows. With Payments, you can send digital payment requests to patients individually or in bulk, allowing them to pay online from their phone or computer. This saves your team time, reduces outstanding balances, and provides patients with a convenient, modern payment experience. Whether you’re following up on overdue balances or collecting co-pays right after an appointment, Dental Intelligence Payments streamlines the process and keeps your collections running smoothly.
Send a Single Payment Request
Using the three-dot menu
Using the three-dot menu
Click on the three dot menu next to the patient's name
Hover over Payments
Click Send a Payment Request
In the payment request pop-up, start by entering in the dollar amount to request
Select the delivery channel that the request will be delivered by
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
Click the checkbox to add a note for the patient (This note is displayed in the Patient Portal when the patient opens the payment request link. This note is not sent along with the payment request message)
Click the checkbox to attach a statement
DI Statement or DI Detailed 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 panagement software (Available for all Open Dental users)
Upload file: Upload a statement file from your computer
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 loading statements from Open Dental
By default, Dental Intelligence pulls patient statements from Open Dental in the document folder called "Patient Statements". The patient statement must be saved in this document folder in order for Dental Intelligence to be able to read/pull the statement.
If you notice that the preview isn't working or the statement isn't loading into Dental Intelligence, it's likely because the patient statement hasn't been saved in the Open Dental Patient Statements folder.
If you would like to configure Dental Intelligence to pull statements from a different folder in Open Dental, please contact DI Support for assistance.
Using the Payments Dashboard
Using the Payments Dashboard
In the left side menu, click on the Revenue Cycle dropdown, then click Payments
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
Add the payment request details:
Outstanding dollar amount
Preferred delivery channel
Add follow up reminders
Add a note (This note is displayed in the Patient Portal when the patient opens the payment request link. This note is not sent along with the payment request message)
Attach a statement
When finished, click Send
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.
For added security, patients are limited to 3 payment transactions within a 24-hour period. To make a 4th payment, the patient must wait 24 hours from the time of their last transaction.
Looking to learn even more about Dental Intelligence Payments? Check out our on-demand webinar!
Send a Bulk Payment Request
Important note for Dentrix users: To utilize the bulk payments feature, Dentrix offices will need to ensure they have been upgraded to the latest Engagement Bridge version. Learn more here.
Important note for Dentrix Ascend users: Bulk payments in Engagement are not supported for Dentrix Ascend.
Click on the Revenue Cycle dropdown, then click Payments in the left side of Engagement
Navigate to the Accounts Receivable tab
Click the dropdown arrows available on the columns shown to filter the populated patient list. Popular filter qualifications include: Last request sent over 1 week ago, 30+ days aging, $0-$0 estimated insurance, and $0-$1500 total balance
Use the Last payment request sent column to filter patients by the timeframe of their last sent request
Use the Patient Age column to filter patients by minimum and maximum age parameters
Use the Aging column to filter patients by their account aging timeframe
Use the Total balance column to filter patients by the current combined value (insurance and patient balance) of their account within the minimum and maximum amounts you have entered
Use the Insurance column to filter patients by the current outstanding value that is estimated to be paid by the patient's insurance benefits (Tip: We recommend setting the Min $ as 0 and the Max $ as 0 to show patients that only have an outstanding patient balance due)
Use the Amount due column to filter patients by the current outstanding value of their account within the minimum and maximum amounts you have entered
Helpful tip: Your applied filters will show up as blue bubble above the columns and columns with filters applied with be green
Choose to save your selected filter(s) by clicking Save Filter in the upper right corner. The next time you visit the Accounts Receivable tab, click the Filters library button to expand your saved filters for faster navigation
Once you have selected the filters you would like applied, click the checkbox to select all patients. Click Bulk Actions and then Send payment request
When submitting a bulk payment request, you can also choose to Snooze particular patients that you may not want to receive requests for a certain period of time. Learn more about snoozing patients here.
In the next window:
Select the preferred delivery channel
Review the message template (learn how to customize message verbiage here)
Click the checkbox to 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
Click the checkbox to attach a DI statement (click Preview to open an example of the statement)
When finished, click Next
The Summary allows you to review the settings prior to sending the request out. Click Send to submit the request
Important notes:
Bulk payment requests are sent out at the time that they are submitted unless the sender's time zone falls within the quiet hours of the recipients time zone.
Clicking on the blue Collect payment button from the Transactions, Deposits, or Payment requests tabs and choosing Bulk payment request from the dropdown menu will redirect you to the Accounts Receivable tab automatically.
A note for Dentrix users
Why is the Est. Insurance amount in the Accounts Receivable tab different from what is shown in Dentrix?
Dental Intelligence calculates the Est. Insurance values based on all outstanding insurance claims on the family account, but this estimate normally varies from Dentrix. Dentrix does not provide any third-party integrations with an accurate Est. Insurance value at this time.
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.
Snooze Patients from Receiving Payment Requests
There may be patients that have special circumstances surrounding their payments and who you may want to exclude from the bulk payment requests list. Using our Snooze feature, you can remove patients from receiving bulk payment requests for the period of time that you choose.
Your snoozed patients list can be reviewed by clicking on the Accounts Receivable tab within the Payments dashboard of Engagement.
Note: If you do not have any snoozed patients, this list will not be displayed.
To snooze a patient(s):
Follow Steps 1-5 above to filter patients. Once you have selected the filters you would like applied, click the checkbox next to each name to select patients. Click Bulk Actions and then Snooze
Choose the length of time that you would like to snooze the patient(s) for
Click Snooze selected
To remove patients from the Snooze list, simply click Unsnooze from the Actions tab of the list
Cancel a Payment Request
In the left side menu, click on the Revenue Cycle dropdown, then click Payments
Click on the Payment requests tab
If needed, select a Date Range by clicking on the calendar icon button
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.