Logo

Cash Practice® Systems Help Center

Search our knowledge base to get answers to your questions, access video training & more!

Processing: How to use different merchant accounts when enrolling a patient into an auto-debit from a care plan

Care Plan Calculator® System (Forecasting Care)

Processing: How to use different merchant accounts when enrolling a patient into an auto-debit from a care plan

Last updated on 13 Sept, 2025

Multiple merchant accounts are used for keeping deposits separate for multiple providers or different parts of a business. For more information on adding multiple merchant accounts, contact our Merchant Services Department by phone at (877) 343-8950 x105 or email MerchantAccounts@CashPractice.com

Getting started:

View full instructions on how to enroll a patient into a care plan HERE.

Step 1: Once all the correct selections are made for the initial payment, choose the correct Merchant Account this payment will be run under. This determines where the deposit goes. 

Image

Step 2: Again, when all the correct selections are made for the recurring payments, choose the correct Merchant Account these payments will be run under. This determines where the deposits go. 

Image

Step 3: Click [Enroll Patient].

Step 4: Click the logo at the top of the plan to print.

Image

Did you find this article helpful?
Previous

Add New Plan: How to create a new plan or template for a PI patient - without payment options

Next

© 2026 Cash Practice Systems. All rights reserved.