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Office Management: What if the patient does not have or does not want to leave a credit card or bank account on file?

Auto-Debit System® (Frictionless Payments)

Office Management: What if the patient does not have or does not want to leave a credit card or bank account on file?

Last updated on 13 Sept, 2025

While it is rare, we advise against allowing sign-ups for "Option 1" (recurring payments). Instead, kindly suggest they choose either "Option 2" (Initial + Recurring) or "Option 3" (pre-pay).

Please note that the Auto-Debit Objection Script is included with access to the Auto-Debit System. Cash Practice prioritizes safety and follows PCI compliance regulations. Still, if a patient expresses doubts about storing their billing information, this script can help reassure them in your office.

Getting Started:

Step 1: Follow the sequence below.

  • A: Hover over the [Systems] menu

  • B: Click on [Auto-Debit System]

  • C: Select [Resources]

  • D: Choose [Forms]

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Step 2: Click on the link "Auto-Debit Objection Script"

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Step 3: This will then load the script in a downloadable PDF format. 

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