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Logging Into Converge

Knowledge Base
Knowledge Base

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  • Knowledge Base
  • Converge Plan Management Software
  • Logging Into Converge

Logging Into Converge

4 June 17, 2022

To log into Converge, go to https://www.convergepay.com/converge-webapp/#!/login and follow the instructions in this video.

  • Converge Plan Management Software
    • Logging Into Converge
    • Locating Enrolled Patients List
    • Confirming an Enrollment (Same Day as Enrollment)
    • Voiding an Enrollment (Same Day as Enrollment)
    • Updating Credit Card or Billing Address in Converge
    • Determining the Reason For a Declined Transaction
    • Forcing an AVS Mismatch
    • Finding a Past Transaction
    • Cancelling a Plan Re-Enrollment Before the Next Renewal
    • Refunding an Enrollment
    • Manually Enroll a Patient in Converge
    • Using Converge to Set Up a Payment Plan
    • Locating Expired Credit Cards
  • Enrolling a Patient Through The Enrollment Webpage
    • SmileMore DSP Enrollment Webpage Overview
    • Patient Enrollment Process Overview
    • Posting an Enrollment to Your Dental Software
    • E-Mail Notifications
  • Automatic Plan Renewal Process
    • Options for Patient Renewal Notification
    • Determining Who is About to Renew
    • Identifying Expired Credit Cards
    • Posting a Plan Renewal in Your Dental Software
  • Presenting the SmileMore DSP
    • Tips for Presenting Your Plan to Patients
    • Overcoming Objections
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