Simplify your payments process and radically improve collections when you set up terminals for Engagement payments.
Engagement offers four simple options for accepting payments:
Virtual 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 Xplor Pay (previously known as Clearent) as their payment processing service. For more information on how to send payment requests, click here.
For added security, patients are limited to 3 payment transactions within a 24-hour period. To make a 4th payment, the patient must wait 24 hours from the time of their last transaction.
Using the Virtual Terminal in the Patient Finder Dashboard
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.
Using the Virtual Terminal in the Payments Dashboard
Click on the Revenue Cycle dropdown, then click on Payments
In the Transactions tab, click on the blue Collect payment button and choose Virtual terminal
In the payment window, use the search bar to type the patient's name. Once selected, enter the payment amount due and select or add the patient's payment method. When finished, click Submit
