Once a patient has completed a payment, it's important that the transaction is recorded correctly to ensure that patient balances are accurate and up to date. Engagement Payments makes it easy to collect payments and associate them to the ledger in your practice management software.
Access to the Payments tab in Engagement is restricted to users with admin privileges. To learn more about user permissions, click here.
What is an associated transaction?
Associated transactions are payments that have been associated to a patient and written back to the practice management software ledger.
What is an unassociated transaction?
Unassociated transactions are payments that have been made by a patient but are not yet written back in your practice management software ledger.
Post Payment Transactions to the Ledger
Eaglesoft and Open Dental Users: Transactions will automatically be marked as associated if you have automatic writebacks settings enabled. Click here to learn more about Payments settings.
To manually associate a transaction, follow the steps below:
Access the Payments tab in the left side menu of Engagement
Select the Transactions tab
When you access the ledger, you will come across two types of transactions: associated and unassociated. Associated indicates that the transaction has been updated in your practice management software, while Unassociated means it has not.
Once you have recorded the payment in your practice management software, select the Actions button and then click Mark as Associated
