Auto-Pay Plans
Tired of manually posting monthly payments? Set up an Auto-Pay plan!
- Open the patient chart and click on the Contracts/Ledgers tab.
- Click the Auto-Pay Plan button; the Auto-Payment Plan Worksheet will open.
- Select the payment type: Credit Card, ACH or Post-Dated Check.
- In the next field, select the Processor.
If you select TopsPay or OrthoBanc for your processor, the payments will be processed with TopsPay or OrthoBanc automatically once you activate your auto-pay plan. If you choose Manual, the payments will post to the patient ledger but you will need to run the payments manually. This means that if a card is declined, you will need to void the payment that posted automatically to the ledger since the funds were not actually taken from the payment source.
- Enter the card/account number, the name on the card/account, and other pertinent information.
- Hit Quick Plan.
- Enter the Total Plan amount (the amount the patient has agreed to finance over the course of treatment).
- Select how often you want the payments to be made. The options are Monthly, Quarterly, Semiannually (every six months), Annually, Weekly or Biweekly.
- Enter the Payment Amount (what should be posted each payment date).
- The Number of Payments will calculate automatically.
- The First Payment Date will default to the first of the next month OR the first of the month after that (to give the patient at least one month before the plan starts.) You can edit this date to whatever you wish.
- Review the Preview below and make edits if needed.
- Hit OK.
- Your plan will display; if you notice something you need to change, click Quick Plan again to make edits.
- Click Record Plan; this will save a draft of your plan but it will not activate it.
- When you are ready, click Activate Plan.
- As long as a Manual Auto-Pay Plan is active, it will post payments to the patient chart continuously until it is deactivated or until the dates run out.
- As long as a TopsPay or OrthoBanc Auto-Pay Plan is active, TopsPay or OrthoBanc will attempt to process payments for the dates entered in the plan until it is deactivated or the dates run out.
- The status of an Auto-Pay plan is displayed in the top left corner.
- If a patient has an active Auto-Pay Plan, you will see a dot on the Auto-Pay Plan button in their chart.
