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

Moolah

Apex Payment Solutions

Stripe

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


Sending a Payment Request

Step by Step Instructions:

  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

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