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Engagement: Getting Set Up with Payments
Engagement: Getting Set Up with Payments
This article will teach you how to complete payments enrollment through Clearent and activate payments settings.
Emily Allred avatar
Written by Emily Allred
Updated over a week ago

Preparing, printing, folding, sealing, and stamping paper statements every month is tedious and time consuming. Approaching collections in this way doesn't allow you to accurately track all of the money owed to your practice.

Dental Intelligence Payments in Engagement offers real solutions to help your practice grow. Offering a digital payment solution to your patients will help them pay at a time that is convenient for them so your practice can get paid.

*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.

If you'd like an interactive walkthrough, click the button below:

Getting Set Up

  1. From the Payments Dashboard in your Engagement module, click on the "Get Started" link.

    1. Note: If the pop up blocker is active in your browser, the form may be temporarily blocked. You will need to disable the pop up blocker in your browser and "Get Started" again.

  2. Create a 4 digit PIN. This PIN is recorded for you to re-visit the application before submitting it to Clearent for processing.

  3. In the "Getting Started" page, a business type will need to be selected. You will also enter in the legally registered business name as it appears on IRS filing.

    1. Enter the DBA as you want it to appear on a receipt

  4. Next, enter your general business information

    1. Do NOT check the box that says Tax ID is SSN if you have a tax ID

    2. πŸ’₯IMPORTANTπŸ’₯: When setting up your statement Preferences, please note that you will need to login to the Clearent portal to review statements and tax forms. If you would like to receive statements and tax forms via email, please uncheck these boxes.

  5. Under the "Profile" section, everything is automatically filled out. Select Save and Continue.

    1. Note: For the following fields, the following numbers are entered automatically but can be updated to reflect more accurate values for your practice:
      Average Single Sale Amount - $145
      High Single Sale Amount - $5000
      Total Annual Sales Amount - $500,000

  6. In the "Banking" section, please upload all appropriate banking information. Remember: this must be an account that Dental Intelligence can deposit and withdraw funds from. This will be the primary account in Clearent that funds will be deposited into daily.

  7. Ensure that Deposits, Fees, and Chargebacks are check marked and a voided check is uploaded for verification purposes.

  8. Choose to add the 'Quest - Dental Intelligence - Payments' in Equipment section. This is the virtual terminal that Engagement will connect with.

    πŸ’₯IMPORTANTπŸ’₯: When adding a virtual terminal, leave the quantity listed in the Quantity field as 1. This quantity applies to virtual terminals only. You have the ability to add physical terminals in the next step.

  9. Once the Quest product has been added, if you would like to add physical terminals you can choose 'add equipment' again and follow the directions.

  10. In the "Contacts" section, add contacts of individuals who own 25% or more of the office. We require sensitive information specific to the owner(s)' DOB, SSN, Residential address so that Clearent can verify they are who they say they are and to ensure that they are not involved in any type of money laundering or terrorism.

    • For the Contacts: Add all owners as Signer AND Owner. Add an Office Manager or someone to be a general contact. For general contact, all we need is first and last name, phone and email.

    • For the DOB, you have to select the year first.

  11. Ensure that everything is complete. Once the application is submitted, there will be a 24-hour period to confirm enrollment with Clearent. You will not be able to use the Engagement Payments platform until enrollment is confirmed. If additional documentation is required, a member of the payments team will need to reach out for additional information.


Creating a new Merchant ID with Clearent will ensure that Dental Intelligence is following payment industry rules and mandates, and to ensure the security of payment processing for our customers and organization. Creating a new merchant ID with Clearent primarily allows us to implement KYC, or Know Your Customer, as part of the U.S. Patriot Act.

Once your application has been approved by Clearent, you will need to complete PCI compliance in your Clearent dashboard. Click here to learn how.

Additional Resources

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

Keywords: setup, setting up, set-up, getting set up, getting started

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