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.

Getting Set-Up

Step by Step Instructions:

  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.

  4. Next, enter your general business information.

  5. Under the "Profile" section, ensure that "Business is entirely online" is check marked.

  6. For the following fields, enter the following numbers:
    Average Single Sale Amount - $145
    High Single Sale Amount - $5000
    Total Annual Sales Amount - $500,000

  7. Ensure that "Brick and Mortar" is selected and that "Dental Services" is typed in on the types of products offered. For the return/refund policy, please describe the return/refund policy for your practice and include a line that says “Manager Approval Only.”

  8. 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.

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

  10. If you would like to obtain a physical terminal, select select "Add Equipment" in the "Equipment" section.

  11. 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.

  12. 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.

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