Enter a TopsPay ACH Auto-Pay Plan

When an account holder wishes to use a bank account withdrawal method instead of a credit/debit card, set up a TopsPay ACH plan:

1. Open the patient's chart; go to View > Patient Info... or press Command I.
2. Confirm the account information with the patient's account holder.
3. On the Admin side of the chart, click on the Contracts/Ledgers tab.
4. On the far left under the Contracts heading, click the Auto-Pay Plan button.
5. The Auto-Payment Plan Worksheet will display. Complete the following:
   1. Select the ACH tab.
   2. In the ACH Processed Through: dropdown menu, select TopsPay.
   3. Enter the account number.
   4. Enter the account holder's name.
   5. In the next dropdown menu, select Checking or Savings to describe the account.
   6. Enter the bank institution name.
   7. Enter the routing number.
   8. In the final dropdown menu, select Personal or Business to describe the account.

6. Click the Quick Plan button.
7. Enter the following:
   1. Total Plan amount: the total owed after down payment.
   2. Payments Are Made: the frequency of payments. Options are Monthly, Quarterly, Semiannually, Annually, Weekly, or Biweekly.
   3. Payment Amount: the amount that will be paid each time. You can enter the Number of Payments first if you wish, and Tops Ortho will auto-calculate the Payment Amount.
   4. Number of Payments: the number of events in the auto-pay plan. You can enter the Payment Amount first, if you wish, and Tops Ortho will auto-calculate the Number of Payments.
   5. First Payment Date: this will default to at least one month in the future, but you can double-click the field to manually enter the date you wish.
   6. First Check Number: this field is only needed for a Post-Dated Check payment plan.
8. Review the plan in the Preview tab below. If everything looks correct, click OK.
9. You will return to the Auto-Payment Plan Worksheet. Click Record Plan. This will save the plan as a draft if you wish to activate it later.
10. When ready, click Activate Plan.

Note: The auto-payment plan will run with the frequency and payment amounts entered until it is deactivated, regardless of one-time payments taken on the patient's account.