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Engagement: Payments PCI Compliance
Engagement: Payments PCI Compliance

This article will discuss how you can take steps to make your practice PCI compliant.

Emily Allred avatar
Written by Emily Allred
Updated over a week ago

PCI compliance is an important issue for dental practices that process patient payments, as it helps to ensure the secure handling and storage of sensitive payment information. The Payment Card Industry Data Security Standard (PCI DSS) is a set of security standards that your office must agree to in order to process, store or transmit credit card information. This is in order to protect this sensitive data from fraud and breaches. Non-compliance can result in unwanted fines and reputation damage to the practice, which could lead to lost customers and revenue.

How to Become PCI Compliant

Follow the steps below to become PCI Compliant.

  1. Login to your Clearent Merchant Home here.

  2. PCI Status Appears under Today’s Stats from the Home view

  3. Click the arrow located in the bottom right of the PCI to take action

  4. Click Get Started

  5. In the Type of Merchant Business section, select Others and enter Dental Practice as the business type. The last two required fields will be automatically entered for you.

  6. Select Save

  7. In the Relationships section, answer the following questions accordingly:

    • Q: Does your company share cardholder data with any third-party service providers (for example: Qualified Integrator & Resellers (QIR), gateways, payment processors, payment service providers (PSP), web-hosting companies, airline booking agents, loyalty program agents)?

      • A: Generally the answer is no, unless you have another relationship that involves sharing with another third party service provider

    • Q: Does your company have a relationship with more than one acquirer?

      • A: Generally the answer is no, unless you work with more than one merchant service

    • Q: Does your company use a Qualified Integrator & Reseller (QIR)?

      • A: No

  8. In the Processing Solution, select Dental Intelligence, Dental Intelligence as the product code

  9. Select the following fields as shown in the image below:

  10. At the bottom of the page, check the box once you have read and agreed to the end-user license agreement

  11. Confirm your eligibility and select continue

  12. Review and sign by clicking Continue

  13. Sign and Attest

  14. Lastly, you will be taken to a Report page, where you can view, print, or email any of the reports below.

  15. You do have the ability to get a Site Seal to add to your practice website. This is a graphic that will let your patient know that any payments they make online are secure

  16. Once complete, a final screen verifying compliance appears

If additional assistance is needed, call the PCI Help Desk at (855) 864 – 1732 and select Option 1 “PCI Questionnaire.” Please note that the representative will ask for the Merchant ID, DBA Name, Business Address, and the Federal Tax ID.

IMPORTANT: Make sure that you provide the representative with your product code: Dental Intelligence.

Additional Resources

The following resources will give you more in-depth information on Engagement Payments:

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