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Engagement: Accepting Payments at Your Physical Terminal
Engagement: Accepting Payments at Your Physical Terminal

Learn how to collect physical payments using a terminal available for our Engagement Payment with Clearent.

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Written by Jolynn Marcum
Updated over 3 months ago

Customers with Engagement Payments now have the option of using physical terminals. These are available to purchase for customers using Clearent as their payment processing service.

Terminals are $207 per device. The terminals are billed through your Clearent merchant account on your first statement.

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.

The ViVOpay 8300 provides a secure chip or magnetic stripe reader with contactless capabilities. This model is the perfect solution for offices that want to support the latest payment options.

Your ViVOpay 8300 is so simple to install, you simply plug the included USB cable into your workstation and you are ready to start processing payments with your Engagement Payments.

To learn more about setting up your physical terminal and processing payments using Engagement Payments, click here.

Using Your Physical Terminal

Collect Payment from the Patients Dashboard

  1. Click on the Patients tab in the left side menu of Engagement

  2. Click on the 3-dot menu next to the patient's name and hover over Payments, then click Physical Terminal Payment

  3. 📌 IMPORTANT: Wait for the silver loading block(s) to disappear before proceeding

  4. Once the silver loading block(s) have disappeared, the payment screen will default to the patient’s balance due. You can adjust the amount as desired by entering a different balance in the Requested Amount field

  5. Click on Click here to begin reading card to wake up the card reader

  6. Next, have the patient insert, swipe, or tap the card at the terminal to capture the payment information

  7. If the card reader does not automatically populate the patient's card information, click Manual to enter the card details by hand

  8. If you would like to save this patient's card information, select the checkbox to save this card for future payments and give it a nickname

  9. Click Submit to complete the transaction

Collect Payment from the Payments Dashboard

  1. Click on Payments in left side menu of Engagement

  2. Click on the blue Collect Payment button in the upper right corner of the Payments dashboard

  3. Click Physical Terminal from the dropdown menu

  4. Search for the patient by name, then click Next

  5. 📌 IMPORTANT: Wait for the silver loading block(s) to disappear before proceeding

  6. Once the silver loading block(s) have disappeared, the payment screen will default to the patient’s balance due. You can adjust the amount as desired by entering a different balance in the Requested Amount field

  7. Click on Click here to begin reading card to wake up the card reader

  8. Next, have the patient insert, swipe, or tap the card at the terminal to capture the payment information

  9. If the card reader does not automatically populate the patient's card information, click Manual to enter the card details by hand

  10. If you would like to save this patient's card information, select the checkbox to save this card for future payments and give it a nickname

  11. Click Submit to complete the transaction

Keywords: Vivo, Vevo, Vivo pay, pay station, checkout, patient payment, credit card payment

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