Dental Intelligence payments in Engagement enables your practice to collect more. It simplifies the process for both the practice and your patients by offering a variety of personalized payment methods.

Patients can pay at a physical terminal or receive a text or email with a link to pay their balance at home. Collecting payments over the phone is easier than ever for office staff thanks to the virtual terminal built into the Engagement dashboard.

If you would like to get set up with Clearent so that you can start enjoying all of these new features click here.

In this article, you will learn how to navigate the dashboard to find payment action areas.


Dashboard Navigation

The Inbox

  1. Access the Inbox

  2. To see all payments made, click on the Payment filter

  3. Click Show Details to see additional payment information

  4. Update the paid amount in the patient's ledger in your practice management software, then mark this task as complete in your Inbox.

To learn more about Inbox notification management, click here.


Patients

Here, in the patients section, you will find a list of all of the patients in your practice. From there, you will be able to send a payment request, complete a physical terminal payment, or access the virtual terminal via the “three dots” menu at the patient level.

  1. Access the Patients Tab

  2. Click on the Three Dot Menu

  3. Hover over the Payments option to send a payment request, or complete a *physical or *virtual terminal payment. *Physical and virtual terminal features are only available for offices using our preferred payment processing service Clearent.

For more information on sending a payment request, click here.

For more information on using the terminals, click here.


Payments Dashboard

Reporting details for payments can be found here, and are categorized by Transactions, Deposits, and Payment Requests. To learn more about how to read these reports, click here.


Payments Settings

Under the default view of “Status” in the Services tab, you can confirm that Payments have been enabled for the practice.


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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.

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