Important: To create a professional and trustworthy experience for your patients, we highly recommend you customize your online forms. By uploading your company logo and adjusting the colors to match your website's branding, you can build confidence and assure patients that their billing information is being submitted in a safe and secure environment.
In this short video, we will show you how to edit your online payment forms:
To [view/edit] the online forms, please follow these instructions:
Step 1: Hover over [Systems] → click on [Auto-Debit System®] → [CP Online Forms™]
Step 2: Fill in your search criteria. or select [+Add New CP Online Form™].
To View/Edit a CP Online Form™:
Locate the form you wish to edit and click the [Edit Form] button to edit any part of the form you need to.
