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Edit Forms: How do I view/edit my CP Online Forms™ with the Auto-Debit System?

CP Online™ Forms

Edit Forms: How do I view/edit my CP Online Forms™ with the Auto-Debit System?

Last updated on 12 Jun, 2026

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] your CP Online Forms, please follow these instructions:

Step 1: Select CP Online forms from the Auto-Debit System Menu.

1. Hover over the [Systems] menu

2. Click on [Auto-Debit System®]

  1. Select [CP Online Forms™]

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Step 3: Find the form you would like to modify and click [Edit Form].

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For full details regarding each step in editing your CP Online Forms, see the article below.

Add New Online Forms (ADS): How do I create a new CP Online Form™ to collect payment using the Auto-Debit System®?

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