Engagement: Bulk Payment Request
This article will explain how you can prepare and send a bulk payment request through Engagement Payments with Clearent.
Emily Allred avatar
Written by Emily Allred
Updated yesterday

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 its payment merchant.

*If you are interested in adding Engagement Payments with Clearent CLICK HERE and one of our representatives will reach out to you to help you get set up.

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

Note: Bulk payment request feature is available for Open Dental, Eaglesoft, and Dentrix users with an updated Modento Bridge connection.

Dentrix offices will need to ensure they have been upgraded to the latest Modento Bridge Version 1.15 and should reach out to our technical support to ensure this is enabled.

Bulk Payment Requests

  1. Access the Payments section

  2. Click on Payment Requests

  3. Select a Date Range

    1. By default, it will show data for payment requests made in the current month

  4. Select the Collect Payment button

  5. Select Bulk Payment Request

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

  7. Check the box to include patients in the request

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

    πŸ’₯ To change what the payment request says, learn more about customizing verbiage here. πŸ’₯

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

Related Resources

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

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