[Start Here] Select the Auto-Debit Scheduler™ icon, located at the top-right corner of your Dashboard screen.
Step 1: Enter the Auto Debit Schedule information.
Payments | Enter the number of payments for the scheduled auto-debit or check the [Indefinite] box to have the payments go forever. |
Amount | Enter the dollar amount for the payment |
Start Date | Click the date to open the calendar and select the date the payments will begin. |
Frequency | Select how often you would like the payment to occur. |
Pre-Debit Email (optional) | Enter the number of days in advance to send a reminder email, which includes a link to update their billing details. |
Step 2: Enter the Patient Account.
Patient Account | The menu will search for patients that match the information entered into the field. Enter the patient's first name or last name, company, patient ID, or TPS ID, then select their patient account from the menu. |
[Add +] Button | If this is a new patient and they do not have a patient account yet, the drop-down menu will display "CLIENT NOT FOUND" if you try searching their name. Click on the [Add] button to the right to add a new account. |
(Optional) Then, allocate any split payment amounts in the payment splitter. If you are not splitting the payment, leave as is.
Payment Splitter | Enter the amount allocated to each linked patient. |
[Linked] Button | Click this button to link patients or view linked patients. |
Step 3: Select your option for either adding a new Bank Account or using a Bank on File:
Choose [Bank on File] to use a bank account already stored in the patient's Billing Vault.
To Add a New Bank Account:
1. Select the [New] Button on the right hand side
Select [Bank Account], then enter in the patient's Bank Account billing information.
Step 4: Proceed to complete the required criteria. Note: Merchant Account and comments do not always require action.
Billing Vault | You can select to [Save to Billing Vault] to keep the bank account on file for future payments. You may also [Set as Default Bank] and add a Nickname to easily recognize the bank account. |
Merchant Account | The defaulted merchant account will be displayed, but if using multiple merchant accounts with us, make the correct selection here. |
Comments (optional) | Leave a comment if needed. Any comments added, will not be seen by the patient. |
OPTIONAL: By clicking the [Show Options] drop-down, you canto assign auto-debit groups, Drip-Education campaigns for frequent contact, Patient Groups to better organize your patient lists.
Patient Groups | This allows you to group your patients based on whatever parameters you would like. You can then use this to keep track of your patients and leads and also efficiently target market. |
Drip Ed Campaigns | Requires the Drip-Education Email Marketing System™. We highly recommend you use this feature to continue frequent contact with your patients. |
Auto-Debit Groups | This allows you to categorize your payments into groups. For example, it allows you to track your Chiropractic Services, Massage Services, Products, Locations, etc. |
Care Plan Option | If this Auto-Debit is for an existing care plan created with the Care Plan Calculator® System, indicate the payment option (i.e. Option 1, 2, or 3). This will keep your stats more accurate. |
Step 5: Select [Schedule Auto-Debit].
Then click [OK] to schedule your patient's recurring payment.
Or you may select [Preview] to preview the Auto-Debit payment schedule.
Step 6: Print the Auto-Debit Installment Authorization form by clicking on the [Logo] located on the left side of the page.
Your may also capture the [e-signature] from the patient directly on this page.
