Dental Intelligence

Erika Gardner

Emily Allred

Sam Miller

Explore our Payments solutions in Engagement and Analytics

Payments

Get to know more about our Payments solution in Engagement

Engagement: Dental Intelligence Payments

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

Engagement Payments: How To Video Channel

Engagement: Payments Webinar Library

Engagement Payments

Get answers to all of your questions about Engagement Payments with Clearent

Engagement Payments FAQs

Get answers to questions about sending and collecting payments in Engagement

Engagement: Payment Request FAQs

Engagement: Payment Plans FAQs

Learn how to enroll in Payments through Clearent and activate payments settings in Engagement

Engagement: Getting Set Up with Payments

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

Engagement: Payments PCI Compliance

Learn how to navigate your Clearent portal when using Engagement Payments

Engagement: Clearent Portal Overview

Learn how to track transactions, deposits, and payment requests within Engagement Payments for offices with Clearent

Engagement: Payments Dashboard Overview

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

Engagement: Setup Payments Settings

Learn how to update Engagement Payments banking information in the Clearent portal

Engagement: Update Banking Information in the Clearent Portal

Getting Started

Learn how to send and cancel an individual payment request in Engagement

Engagement: Sending a Single Payment Request

Learn how you can prepare and send bulk payment requests using Engagement Payments with Clearent

Engagement: Bulk Payment Request

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

Engagement: Automatic Payment Plans

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

Engagement: Add Automatic Follow Up Reminders to Payment Requests

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

Engagement: Add a Statement to a Payment Request

Requesting Payments

Learn how to connect your physical payment terminal with your Engagement software

Engagement: How to Set Up Your Physical Terminal for Payments

Learn how to collect physical payments using a terminal available for our Engagement Payment with Clearent.

Engagement: Accepting Payments at Your Physical Terminal

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

Engagement: Payments Terminal Troubleshooting

This article will explain how to use the Virtual Payment Terminal within your Engagement software.

Engagement: Using Your Virtual Terminal for Payments

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

Engagement: Collecting Payments Online via the Patient Portal

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

Engagement: Saving a Card on File

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

Engagement: Processing a Payment Using an EOB Virtual Card

Collecting Payments

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

Engagement: Posting Payments to the Ledger

Learn how to process refunds for all payments made in the Engagement module

Engagement: Payment Refunds

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

Engagement: Issuing Payment Receipts

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

Engagement: Payments Reconciliation and Reporting

Reporting Payments

Analytics Payments (formerly di.Payments)

Analytics Payments makes it quick and convenient for your patients to pay their outstanding balances.

Analytics Payments: How Do Patients Pay a Balance?

This article covers the information you will need to set up your Analytics Payments feature.

Analytics Payments: What Information is Required to Set Up?

This article will discuss the criteria a patient must match in order to appear in your Analytic's Payments bulk payment request list.

Analytics Payments: Why Does a Patient Show Up on the Bulk Payment Request List?

Here are the answers to the most frequently asked questions we get about our Analytics Payments solution.

Analytics Payments FAQs

Learn more about how to begin setting up Analytics Payments in your Analytics module

Analytics Payments: Getting Set Up

This article will discuss the customizable settings in Collecting a Payment Workflow for Payments in Analytics.

Analytics Payments: Customizing the Payment Workflow

The fee associated with processing payments though our Analytics Payments solution (formerly di.Payments)

Analytics Payments: Payment Processing Fees

This article will explain your monthly Analytics Payment Statements and the fees and dues associated.

Analytics Payments: Monthly Statements and Fees

Learn about utilizing the Engagement Patient Chat feature available in your Analytics solution

Analytics: Patient Chat Integration

This article will discuss how to manually update your banking information for Payments in Analytics.

Analytics Payments: Update Banking Information

This article will discuss where Analytics Payment notes are written back into your Practice Management Software

Analytics Payments: Payment Notes

Getting Started with Analytics Payments

This article will walk you through how to request a single payment request from a patient using Analytics Payments

Analytics Payments: Requesting a Single Payment

Learn how to send payment requests in bulk within the Analytics module

Analytics Payments: Sending Bulk Payment Requests

This article will include the steps to snooze a patient from the Bulk Payment Request List in the Analytics module

Analytics Payments: Snoozing Patients from the Bulk Payment Request List

This article discusses the steps to remove a patient from a Payments Campaign & includes information on the criteria to complete this action

Analytics Payments: Removing a Patient from a Payment Request Campaign

Requesting Payments in Analytics

Collect single payments using the Analytics Payments Virtual Terminal.

Analytics Payments: Collecting a Payment via Virtual Terminal

This article will cover how to save or delete a Credit Card on file when using Analytics Payments.

Analytics Payments: Card on File

This article will provide step by step instructions on how to issue a refund of a payment made through Analytics Payments.

Analytics Payments: Issuing a Refund

This article will discuss how to process an insurance payment (E.O.B.) through the Analytics Payments Virtual Terminal.

Analytics Payments: Processing a Payment Using an EOB Virtual Card

Collecting Payments in Analytics

Analytics Payments finds patients who owe you money, sends reminders,  collects the payments, and writes back into your practice software.

Analytics Payments: Managing A/R

Save time by having Analytics Payments written back into your Practice Management Software!

Analytics Payments: Writing Payments Back Into Your Practice Management Software

This article will show you where to find your Analytics Payments daily deposits.

Analytics Payments: Tracking Deposits

Reporting Payments in Analytics

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