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Engagement: Posting Payments to the Ledger
Engagement: Posting Payments to the Ledger

Learn how to associate collected payments in Engagement to the ledger in your practice management software.

Emily Allred avatar
Written by Emily Allred
Updated this week

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:

  1. Access the Payments tab in the left side menu of Engagement

  2. Select the Transactions tab

  3. 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.

  4. Once you have recorded the payment in your practice management software, select the Actions button and then click Mark as Associated

Important note for Eaglesoft users: If you would like to modify the description of the payment or refund on the ledger, please contact support.

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