Deactivating an OrthoBanc Auto-Pay Plan
Changes to an OrthoBanc auto-pay plan
Once an auto-pay plan with OrthoBanc has been activated within Tops, the plan is maintained within OrthoBanc. Any changes to the OrthoBanc plan must be made directly with OrthoBanc. Payment will post to Tops according to the plan that is active within OrthoBanc.
If a patient no longer has an active OrthoBanc auto-pay plan and you wish to have it cleared from their Tops chart, send an email to [email protected] and provide the following information:
- Request that an OrthoBanc plan needs to be deactivated
- Patient Chart ID
- Patient first initial and last name
- Account 1 or Account 2 with the Autopay plan that needs deactivating
Transitioning a patient from OrthoBanc to TopsPay?
If you need to create a TopsPay auto-pay plan, but cannot remove the existing OrthoBanc plan that has been recorded and locked in an account holder's auto-pay plan worksheet, please follow the steps below.
Send an email to [email protected] and provide the following information:
- Request that an OrthoBanc plan needs to be deactivated
- Patient Chart ID
- Patient first initial and last name
- Account 1 or Account 2 with the Autopay plan that needs deactivating
Once completed, a Tops Support Customer Support Specialist will confirm via email.