Correct a Merchant Mismatch

A Merchant Mismatch occurs when a patient's orthodontist and/or location was changed after the payment method was entered. Here's how to handle it:

  1. Go to Matrix > Auto-Pay Plans.
  2. Right-click on the patient whose status shows as MERCHANT MISMATCH.
  3. Select Open Auto-Pay Plan.
  4. This window will open; select  Set Up Card Under Current Patient's Merchant...

  1. This will re-tokenize the card. (You will need to re-enter the card information to re-tokenize.)
  2. The status of the auto-pay plan should change to UPCOMING!
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