This guide explains how to send your patients an online payment form for their auto debit reminders, either automatically or manually. Let's look at the steps:
To send an online payment form automatically for Auto-Debit Reminders:
Step 1: Open Auto Debit Settings
Go to Systems, then select Auto Debit System.
Click the Setup menu, and then ADS Settings.
Step 2: Select [Step 2: Alert Triggers]
Click [Step 2: Alert Triggers] to access your CP Online Form automations for your AD Reminders.
Step 3: Select your CP Online Form for your AD Reminders
Choose the CP online form to be automatically emailed to your patient on the due date of their Auto-Debit Reminder. You can pick from available forms in the dropdown menu.
Step 4: Save Your Settings
Click [Save Step/Next] to save your changes.
To send an online payment form manually for Auto-Debit Reminders:
Step 1: Access the Auto Debit Reminder
The reminder will appear on your Payments Report on your Dashboard on it's due date.
Click on the reminder to open.
Step 2: Select [More] & choose [Email Payment Request]
From your patient's Auto-Debit Reminder, select the More button, then choose Email Payment Request.
This allows you to send the CP online form with the Pay Online link.
Step 6: Send your Online Payment Form
Enter the patient's email address and any comments, then click Send.
