Payments in Engagement

These articles will take you step by step through how to use our Payments solution in your Engagement module.

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13 articles in this collection
Written by Grace Richards, Jolynn Marcum, and Emily Allred

Payment Processing Service Integrations - Engagement Payments

This article will discuss which Payment Processing Services Engagement is compatible with.

Written by Grace Richards
Updated over a week ago

Payments in Engagement - FAQ's

This article will cover the most frequently asked questions about Engagement Payments with Clearent.

Written by Jolynn Marcum
Updated over a week ago

Getting Set-Up - Payments in Engagement

This article will teach you how to complete payments enrollment through Clearent and activate payments settings.

Written by Emily Allred
Updated this week

PCI Compliance - Engagement Payments

Written by Emily Allred
Updated this week

Physical Payment Terminal - Engagement Payments

This article will cover the physical payments terminal available for our Engagement Payment with Clearent.

Written by Jolynn Marcum
Updated over a week ago

Dashboard Overview - Engagement Payments

This article will explain how to navigate the payment feature within your Engagement platform. This is for offices that are using Clearent.

Written by Emily Allred
Updated over a week ago

Using Your Physical Terminal - Engagement Payments

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

Written by Emily Allred
Updated over a week ago

Using Your Virtual Terminal - Engagement Payments

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

Written by Emily Allred
Updated over a week ago

Payments Reporting - Engagement Payments

This article will explain how to track transactions, deposits, and payment requests within Engagement Payments for offices with Clearent.

Written by Emily Allred
Updated over a week ago

Sending a Single Payment Request - Engagement Payments

This article will include the steps to request payments through Engagement [Modento]

Written by Grace Richards
Updated over a week ago

Bulk Payment Request - Engagement Payments

This article will explain how you can prepare and send a bulk payment request through Engagement Payments with Clearent.

Written by Emily Allred
Updated over a week ago

Saving a Card on File - Engagement Payments

This article will explain how to save a patient's card on file, and how patients can save their card information when they pay online.

Written by Emily Allred
Updated over a week ago

Payment Refunds - Engagement

This article will show you how to process refunds for all payments made in the Engagement platform.

Written by Emily Allred
Updated over a week ago