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Payments in Engagement

Payments in Engagement

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

15 articles
Grace Richards avatarEmily Allred avatarJ
Written by Grace Richards, Emily Allred and Jolynn Marcum

Payment Processing Service Integrations - Engagement Payments

This article will discuss which Payment Processing Services Engagement is compatible with.
Grace Richards avatar
Written by Grace Richards. Updated over a week ago

How to Associate Payment Transactions - Engagement

This article will explain how to associate payments made to the ledger in your practice management software.
Emily Allred avatar
Written by Emily Allred. Updated over a week ago

Payments in Engagement - FAQ's

This article will cover the most frequently asked questions about Engagement Payments with Clearent.
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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.
Emily Allred avatar
Written by Emily Allred. Updated this week

PCI Compliance - Engagement Payments

This article will discuss how you can take steps to make your practice PCI compliant.
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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.
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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.
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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.
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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.
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Written by Emily Allred. Updated over a week ago

Processing a Payment Using an EOB Virtual Card - Engagement Payments

This article will discuss how to process an insurance payment (E.O.B.) through the Engagement Payments Virtual Terminal.
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Written by Jolynn Marcum. 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.
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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]
Grace Richards avatar
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.
Emily Allred avatar
Written by Emily Allred. Updated this week

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.
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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.
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Written by Emily Allred. Updated over a week ago