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 Clearent, 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:
For more information regarding these Payment Processing Services, refer to this article!
Sending a Payment Request
Step by Step Instructions:
Access the Patients tab
Select the Three Dot Menu next to the patient's initials
Hover over Communication
Click Send a Payment Request
Enter 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
Click Load to pull the most recent statement from your Practice Management Software (Note: this will work for Open Dental)
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
Select the Delivery Channel Preference
Click Send
Patient Experience View
Posting Payments to Ledger
Step by Step Instructions
Access the Inbox tab
Click on Payment in the Filters menu to see a list of the patients that have completed a payment.
For Open Dental practices, you will have the option to Post to Ledger from the notification
Note: If you use Dentrix or Eaglesoft, you will need to manually post the payment to the ledger in the Practice Management Software.