Dental Intelligence

Payments: How-To Video Channel

Simplify how your practice collects and tracks patient payments

Payments

Get to know more about our Payments solution in Dental Intelligence

Dental Intelligence Payments

This video series will cover the set up and how-to's of Dental Intelligence Payments

Dental Intelligence Payments How To Video Channel

Dental Intelligence Payments Webinar Library

Get answers to all of your questions about Dental Intelligence Payments with Xplor Pay

Dental Intelligence Payments FAQs

Get answers to questions about sending and collecting payments in Dental Intelligence

Payment Request FAQs

Payment Plans FAQs

Learn how to enroll in Payments through Xplor Pay and activate payments settings in Dental Intelligence

Getting Set Up with Payments

Learn how to contact Xplor Pay and complete the required questionnaire needed to become PCI compliant

Payments PCI Compliance

Learn how to navigate your Xplor Pay portal when using Dental Intelligence Payments

Xplor Pay Portal Overview

Learn how to track transactions, deposits, and payment requests within Dental Intelligence Payments for offices with Xplor Pay

Dental Intelligence Payments Dashboard Overview

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

Set Up Payments Settings

Learn how to update Dental Intelligence Payments banking information in the Xplor Pay portal

Update Payments Banking Information in the Clearent Portal

Getting Started

Learn how to send and cancel payment requests in Dental Intelligence

Send Payment Requests

Learn how to set up convenient recurring payments for patients who prefer to pay over time in Dental Intelligence

Automatic Payment Plans

Collect more with automatic reminders sent to patients who still need to make a payment after receiving your initial request

Add Automatic Follow Up Reminders to Payment Requests

Learn how to attach a statement to any single or bulk payment request in Dental Intelligence

Add a Statement to a Payment Request

Requesting Payments

Learn how to connect your physical payment terminal with your Dental Intelligence software

Set Up Your Physical Terminal for Payments

Learn how to collect physical payments using a terminal available for our Dental Intelligence Payments with Xplor Pay

Accepting Payments at Your Physical Terminal

Troubleshoot common issues with your physical terminal(s) and get back to collecting patient payments

Dental Intelligence Payments Terminal Troubleshooting

Learn how to use the Virtual Terminal within the Dental Intelligence dashboard

Using Your Virtual Terminal for Payments

Share your Patient Portal link with patients so that they can make payments online at any time

Collecting Payments Online via the Patient Portal

Streamline the payment process by adding a saved payment method to a patient file

Saving a Patient Card on File

Learn how to process an insurance payment (EOB) with the Dental Intelligence Payments Virtual Terminal

Process Payment Using an EOB Virtual Card

Collecting Payments

Learn how to register and enable Wisetack as a patient financing integration

Wisetack

Easily see patient status, take CareCredit credit card payments, include CareCredit as a payment option in treatment plans, & send financing offers

CareCredit

Patient Financing

Learn how to post collected payments in Dental Intelligence to the ledger in your practice management software

Posting Payments to the Ledger

Learn how to process refunds for transactions processed in Dental Intelligence Payments

Payment Refunds

Learn how to issue electronic receipts automatically and manually in Dental Intelligence, or print them directly from the Clearent portal

Issuing Payment Receipts

Learn how to stay up to date with financial records and access helpful reporting tools

Payments Reconciliation and Reporting

Reporting Payments

Learn how to enable surcharging on credit card transactions in Dental Intelligence Payments

Payments Credit Card Surcharging

Learn how to complete your Empower Attestation Certification to stay compliant with Dental Intelligence Payments surcharging

Payments Surcharging Empower Program Attestation Certification

Surcharging

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