Ledger Settings
Post Payments & Refunds Automatically
All OpenDental and Eaglesoft users can toggle their Engagement Payments settings to automatically post payments and refunds to the ledger in their Practice Management Software.
To enable:
Access your Engagement Settings by clicking the gear icon in the upper right corner
Click the Practice Setup tab
Select Payments
Click on the first toggle to enable or disable automatic updates to the ledger in your Practice Management Software
When successfully enabled, the toggle will show as 'On' and green:
Important note for Eaglesoft users: If you would like to modify the description of the payment or refund on the ledger, please contact support.
Archive Payments & Refunds Automatically
All OpenDental and Eaglesoft users can toggle their Engagement Payments settings to automatically archive payments and refunds that have been posted to the ledger in their Practice Management Software.
Note: If you have enabled automated writebacks, the automatic archive function will also be toggled on by default. In order to archive payments and refunds, automatic ledger writebacks must also be enabled.
To enable:
Access your Engagement Settings by clicking the gear icon in the upper right corner
Click the Practice Setup tab
Select Payments
Click on the second toggle option to enable or disable automatic payments/refunds archival in your Practice Management Software
Important Note for Eaglesoft Users: Eaglesoft users must be using Engagement Bridge Version 122 or higher. Click here to learn how to update your Engagement Bridge.
Receipts
All OpenDental and Eaglesoft users can toggle their Engagement Payments settings to automatically send payment receipts to patients via email whenever a payment is made. This default setting for this option is toggled to On.
Note: Whenever a Payments setting is successfully updated, you'll see this notification in the upper right corner of your dashboard:
