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Engagement: Using Your Virtual Terminal for Payments
Engagement: Using Your Virtual Terminal for Payments

This article will explain how to use the Virtual Payment Terminal within your Engagement software.

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

Simplify your payments process and radically improve collections when you set up terminals for Engagement payments.

Engagement offers four simple options for accepting payments:

  1. Payment Requests

  2. Bulk Payment Requests

  3. Virtual Terminal

  4. Physical Terminal

In this article, we'll show you how to use your Virtual Terminal to collect payment from patients.

These features are available for offices using Clearent as their payment processing service. For more information on how to send payment requests, click here.

Using the Virtual Terminal

  1. Access the Patients Tab

  2. Click on the Three Dot Menu and hover over Payments

  3. Select Virtual Terminal Payment

  4. The payment screen will default to the patient’s balance due, but the amount can be adjusted as desired.

  5. Enter the card information and click Submit to complete the transaction

Note: Should you decide to use the physical terminal instead, you can click on the Reader option, which will process the payment through the physical terminal as long as it is connected to your computer. Click here to learn how to set up a physical terminal.

Related Resources

The following resources will give you a more in-depth explanation on how to use Engagement Payments:

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