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.

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

Transactions

Deposits

Payment Requests

If you are interested in adding Engagement Payments with Clearent click the button below and one of our representatives will reach out to you to help you get set up.


Transactions

Step By Step Instructions:

  1. Access Payments

  2. Click the Transactions tab

  3. Click Select Date to set a custom date range

  4. Click the Collect Payment button 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.

  5. In this report, 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. Hover over Payment Receipt to see more information.


Deposits

Step By Step Instructions:

  1. Access Payments

  2. Click on the Deposits tab

  3. Click Select Date to set a custom date range

  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.


Payment Requests

Step By Step Instructions:

  1. Access Payments

  2. Click on the Payment Requests tab

  3. Click Select Date to set a custom date range

  4. Click Collect Payment to send a payment request in bulk. For more information on sending single payment requests, click here.

  5. 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.


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