You can now save even more time by sending patient payment requests in bulk! With Engagement payments, you will be able to filter a list of patients and subsequently send a payment request with just a few clicks for offices using Clearent as there payment merchent. If you would like more information on signing up with Clearent, click here.

Follow this step-by-step to see how to prepare and send a bulk payments request.

Note: As long as your PMS bridge is up-to-date, this Bulk payment request feature is available for Open Dental and Eaglesoft users. It will be available soon for Dentrix users.


Bulk Payment Requests

Step-By-Step

  1. Access the Payments section

  2. Click on Payment Requests

  3. Select the Collect Payment button

  4. Select Bulk Payment Request

  5. Select a Saved List to include all patients that meet the listed criteria

  6. Check the box to include patients in the request

  7. Set Communication. Here, you will choose a preferred delivery channel and preview the message.

    💥 To change what the payment request says, learn more about customizing verbiage here. 💥

  8. The Summary allows you to review the settings prior to sending the request out.


To learn more about how to send single payment requests, refer to the following article:

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