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Engagement: Setup Payments Settings
Engagement: Setup Payments Settings

Learn how to enable or disable automatic ledger writebacks, archive notifications, and automatic receipts in Engagement

Erika Gardner avatar
Written by Erika Gardner
Updated this week

Ledger Settings

Post Payments & Refunds Automatically

All OpenDental, Eaglesoft, and Dentrix users can toggle their Engagement Payments settings to automatically post payments and refunds to the ledger in their Practice Management Software. The default setting for this option is toggled to Off.

To enable:

  1. Access your Engagement Settings by clicking the gear icon in the upper right corner

  2. Click the Practice Setup tab

  3. Select Payments

  4. 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:

Note: Ledger writeback will post payments to the Guarantor account, not to each individual patient.

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, Eaglesoft, and Dentrix 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. The default setting for this option is toggled to Off.

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:

  1. Access your Engagement Settings by clicking the gear icon in the upper right corner

  2. Click the Practice Setup tab

  3. Select Payments

  4. 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, Eaglesoft, and Dentrix users can toggle their Engagement Payments settings to automatically send payment receipts to patients via email whenever a payment is made. The 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:

Looking to learn even more about Engagement Payments? Check out our on-demand webinar!

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