All Collections
Payments in Engagement
Getting Started
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 this short video 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 posted and unposted transactions by date range

    Transactions that have not been posted to the ledger will be show as a number in the 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. Transactions will be automatically associated to the ledger if your Payments settings are enabled to allow automatic ledger writebacks

    Transactions can also be marked as posted in your Engagement Inbox

  4. To void a same-day transaction or a payment that has not been processed yet, click on Actions to the right of the transaction 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 Funds will not be withdrawn from the patient's account if a transaction is voided.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 right 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. Review the transaction ID, payment method, and the last four digits of the card used

  7. You can also send payment and refund receipts via email or you can download a PDF copy for printing.

    To email the patient a copy, click Send Copy while hovering over the Payment Receipt option. Or, to print a receipt, click Download PDF.

  8. If sending the patient an emailed copy, 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 list, 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 on the right of the deposit to see an itemized list of all payments made within that deposit. Allow deposit details a few minutes to propagate

Funds are deposited once per business day (Monday - Friday). Deposits are batched at midnight every night. Learn more about posting payments to the ledger here.

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 list, 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

  5. If you need to cancel a payment request, click on the Actions button and click Cancel payment request

Note: Payment requests do not expire unless another payment request is sent to the same patient. The previously sent payment request will no longer be active at that point.

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. To save your applied filters click the Save Filter option in the right hand corner. To view previously saved filters for quicker navigation you can select in the Filters library.

  5. Once you have selected the filters you would like applied, click the top checkbox in the left corner of the patients list 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.

Payment Plans

To create or review existing payment plans, click on the Payments dashboard from the left side navigation, then click on the Payment plans tab.

Use the search bar to locate a patient payment plan by name. By default, the dashboard will show all active, authorized, pending, and failed payment plans for all time. Click on the calendar button to populate payment plans within a certain timeframe.

Use the progress bar in each listed payment plan to review how many payments have been made out of the total amount of payments that will be collected.

Click here to learn more about creating and managing payment plans.

Keywords: Commlogs, payment cancellation

Did this answer your question?