Payment and refund receipts are essential records of financial transactions, providing evidence of payment amount, date, and purpose. They are important for both your practice and individuals to stay organized and keep track of finances.
In this article, you'll learn how to:
If you are unable to access this feature or make changes, you have not been granted permission in your user profile. Contact an admin team member in your practice to enable access or work with them to complete the steps outlined in the instructions below. Click here to learn how to update user permissions.
Enable Automatic Electronic Receipts
All OpenDenta, Eaglesoft, and Dentrix users can toggle their Engagement Payments settings to automatically send payment and refund receipts to patients via email whenever a payment is made or refund is issued. The default setting for this option is toggled to On.
To update your practice's receipt settings, navigate to Settings > Practice Setup > Payments.
Send an Emailed Receipt or Download a PDF Copy
Access the Payments tab
From the Transactions tab, choose the transaction that you would like to send a receipt for
Hover over Payment Receipt, then click Send Copy to send the patient an emailed receipt, or click Download PDF to download a PDF copy for printing
If sending an emailed receipt copy: Confirm that the email address for the patient is correct and select Confirm to send the receipt.
Note: To update the patient's email address, you can do so in your practice management software. Once updated, syncing your patient is required. Click here to learn how to run a patient sync.
Looking to learn even more about Engagement Payments? Check out our on-demand webinar!