Simplify your payments process and radically improve collections when you set up terminals for Engagement payments.
Engagement offers four simple options for accepting payments:
Payment Requests
Bulk Payment Requests
Virtual Terminal
Physical Terminal
In this article, we'll show you how to use your Virtual Terminal to collect payment from patients.
Using the Virtual Terminal
Click on the Patients dropdown in the lefthand menu, then click Patient Finder
Click on the 3-dot menu and hover over Payments
Select Virtual Terminal Payment
The payment screen will default to the patient’s balance due, but the amount can be adjusted as desired.
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.