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Engagement: Payments Dashboard Overview
Engagement: Payments Dashboard Overview

This article will explain how to track transactions, deposits, and payment requests within Engagement Payments for offices with Clearent.

Emily Allred avatar
Written by Emily Allred
Updated over a week ago

Engagement offers a payment solution that will give your patients the option to pay in a way that is most convenient for them. Payment requests can be sent as a link to pay via text or email, or they can be submitted through both physical and virtual terminals.

Access to the Payments tab in Engagement is restricted to users with admin privileges. To learn more about user permissions, click here.

Reporting details for payments can be found in your payments module, and are categorized by:

Watch the short video below to learn more about utilizing Payments in Engagement:

If you are interested in adding Engagement Payments with Clearent CLICK HERE and one of our representatives will contact you to help you get set up.


  1. Click on the Payments tab in the left side menu of Engagement

  2. From the Transactions tab, view all associated and unassociated transactions by date range

    Unassociated transactions notifications will show by red alert bubble in the upper right corner of the Transactions tab

    Select a date range by clicking on the calendar icon button. By default, the date range is set to show transactions made in the last month

  3. If you use Open Dental or Eaglesoft, transactions will be automatically associated to the ledger if your Payments settings are enabled to allow automatic ledger writebacks

    Dentrix users must manually associate transactions to the ledger. Click the Actions button to Post to Ledger and then click Mark as "Associated" once you have manually updated the transaction in your Practice Management Software

    Transactions can also be marked as associated in your Engagement Inbox

  4. To void a same-day transaction or a payment that has not been processed yet, click on Actions and then click Refund (Note: A payment can only be voided if it has not been processed. Funds will not be withdrawn from the patient's account if a transaction is voided. If a payment has already been processed when Refund is selected, the payment will be refunded to the patient)

  5. Click the blue Collect Payment button in the left corner to complete a transaction at a physical or virtual terminal, or to send a bulk or single payment request. For more information on payment requests, click here

  6. Hover over each patient's Payment Receipt within the Confirmation column to see more information. You will see the payment completion date, the amount it was for, confirmation status, Transaction ID, and the last four digits of the card used

  7. You can also send payment and refund receipts via email. Click on Send Copy while hovering over the Payment Receipt option

  8. Enter the email address of the recipient, and hit Confirm.

Watch our Payments Webinar! Learn more about using Engagement Payments and get answers during your session through private 1:1 chat.


  1. Click to access Payments from the left side menu of Engagement

  2. Click on the Deposits tab

  3. Select a Date Range by clicking on the calendar icon button

  4. In this report, you will see the deposit date, gross sales, total refunds, the amount that was deposited, and to which account it was deposited

  5. Click the Arrow icon to see an itemized list of all payments made within that deposit. Allow deposit details a few minutes to propagate

Payment Requests

  1. Click to access Payments from the left side menu of Engagement

  2. Click on the Payment requests tab

  3. Select a Date Range by clicking on the calendar icon button

  4. In this report, you will see the date the request was made, how much was requested, how much was actually paid, and the status of the request. Request statuses are as follows:

    • Completed: Payment has been received within the selected timeframe

    • Requested: Payment has been requested within the selected timeframe but has not been received

    • Cancelled: Payment request has been cancelled

Note: If a patient has an outstanding payment request and a new one is sent, the first one gets cancelled. If left unpaid, requests automatically cancel after 2 weeks.

Accounts Receivable

Review the Accounts Receivable tab to track collections, outstanding balances, and send bulk payment requests. Follow the steps below to send a bulk payment request:

  1. Click to access Payments from the left side menu of Engagement

  2. Click on the Accounts Receivable tab

  3. Review outstanding AR and status by filtering patients. Click the dropdown arrows available on the columns shown to filter the populated patient list

    Helpful tip: Your applied filters will show up as blue bubble above the columns and columns with filters applied with be green

  4. Save your applied filters or view previously saved filters for quicker navigation in the Filters library on the righthand side

  5. 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 to proceed

    1. 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.

Click here to learn more about sending Bulk Payment Requests.

Click here to learn more about Snoozing patients.

Keywords: Commlogs, payment cancellation

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