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Analytics Payments: Requesting a Single Payment

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

Rade Obradovic avatar
Written by Rade Obradovic
Updated over a week ago

Payments within Analytics will no longer be available after December 31st, 2025. We will be moving all payments functionality into our unified Dental Intelligence platform within our Engagement module. With the Engagement module, you’ll get everything you love about Analytics Payments, plus powerful new tools such as:

Your next steps:

  • Already using Engagement Payments? You’re all set and your payments will continue without interruption.

  • Not on Engagement Payments yet? To continue collecting payments through Dental Intelligence after December 31, schedule a time with an Account Manager to add Engagement Payments to your subscription.

With Analytics Payments Single Payment Request, you can easily request a payment from a single patient.

Watch this video to see how this new feature works:


Request a Single Payment

  1. Select the Payments Icon

  2. Click on Payments Dashboard

  3. Select Single Payment Request

  4. Search for a patient

  5. Select the Most Recent Balance or click Other Amount to customize

  6. Select the Delivery Method by clicking either SMS, Email, or both

  7. Select the Pencil Icon found in the message preview to edit the message content

    1. Place cursor in the text box where desired, then select the Variable icon

      1. From the list of Variables, select the information needed (This will auto-fill from your Practice Management Software)

    2. Click into the Text Box to add content

    3. Click the Revert icon to reset to the original message

    4. Select Done

  8. Select Add Statement

    • The Default Statement is pulled directly from your Practice Management Software (you can preview this format by selecting the Preview button)

    • Or select Custom Statement

      • Enter a note

      • Click to Upload File

  9. Click Send in the bottom right hand corner to request the single payment

Please note:

  • If a single payment request is sent to an adult OR child patient and there is a guarantor on their family account, the payment request will go to the guarantor.

  • The patient must input their date of birth as MM/YYYY (not MM/DD/YY) when opening payment links

  • Any single payment requests that are sent will remove that patient from the bulk payment request list. To learn more about sending a bulk payment request, click here.

  • Single payment requests will be sent out in the time zone that they are requested in

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