Modento - How to Use the Wisetack Integration

Now that your Wisetack has been registered and enabled, you are ready to start sending Financing Offers and Payment Options to your patients!

In Modento you have the ability to send Wisetack Prequalification and Loan Application Links. The Prequalification Link allows the patient to see how much financing they would qualify for and the Loan Application allows the patient to apply for a loan.

In addition to this you can include a Wisetack Payment Option with Treatment Plans when sent through Modento! This way, your patients will have additional financing options to pay for their needed treatment. Watch the short video below to learn how to get started!

How to Send a Wisetack Financing Offer with Modento

Step by Step Instructions:

1. Access the Three Dot Menu next to the Patient's name

2. Hover over the Communications option

3. Click Send Financing Offer

   

4. This will provide the option to send either a Prequalification Link or a Loan Application Link

   1. The Prequalification link allows the patient to see how much financing they can qualify for

   2. Loan Application Link will let the patient complete the loan application

      1. When selecting the Loan Application link can select between:

         1. Sending a New Application

         2. Or, resending a previously sent application for them to finish completing

      

5. Select the delivery channel preference

6. Click Send

How to Send a Wisetack Payment Option with a Treatment Plan

Step by Step Instructions:

1. Access the Three Dot Menu next to the Patient's name

2. Hover over the Forms option

3. Select Prepare a Treatment Plan

   

4. Here you can select an existing treatment plan in the Select Treatment Plan drop down, or import an image of the treatment plan from your Practice Management Software. For more information on preparing a treatment plan in Modento, click here

5. Once you have selected the treatment plan, you will see the cost of the treatment autofill (make sure the amount entered is correct, if not, make adjustments). If this amount is between $500 - $15,000 you will see Wisetack appear as a Payment Option

   1. The Wisetack Payment option can not be removed due to compliance with Wisetack

   

6. Click the Select Payment Options drop down to add more payment options if needed. To learn how to add customized payment options, click here