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:
📌 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
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
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 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
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.
A note about loading statements from Open Dental
By default, Engagement 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 Engagement to be able to read/pull the statement.
If you notice that the preview isn't working or the statement isn't loading into Engagement, it's likely because the patient statement hasn't been saved in the Open Dental Patient Statements folder.
If you would like to configure Engagement to pull statements from a different folder in Open Dental, please contact DI Support for assistance.
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.
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
Add the payment request details:
Outstanding dollar amount
Preferred delivery channel
Add follow up reminders
Add a note
Attach a statement
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
Click to access Payments from the left side menu of Engagement
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.