Dental Intelligence

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

Grace Richards

Erika Gardner

Jolynn Marcum

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 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

Emily Allred

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

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

Go to Dental Intelligence

Webinars

Monthly Product Updates

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