Update Credit or Debit Card for an Auto-Pay Plan

When a patient gets a new card it's easy to update this information in their TopsPay auto-pay plan!

IMPORTANT: Before you enter new credit or debit card information for an auto-pay plan, check to see if there are past declined payments. (These display in red.) If you enter a new card, ALL PAST DECLINES WILL BE RETRIED. If you do not want this to happen, deactivate the plan, remove the declines and place them at the end of the plan BEFORE you enter the new card information.

  1. Open the patient's chart; go to View > Patient Info or press Command I.
  2. Click on the Contracts/Ledgers tab.
  3. Click the Auto-Pay Plan button. If there is an active plan, this button will display a small black dot.

  1. The Auto-Pay plan worksheet will display. Click the delta symbol near the top left corner.
  2. From the dropdown menu, select Substitute Card...
  3. Enter the new card information. Click Use Card.
  4. You do not need to re-activate the auto-pay plan. It will run future payments using the new card.

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