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The ADS or Auto-Debit System® allows you to collect money from the patient's credit/debit cards and checking accounts. Whether you need to process one-time payments or schedule recurring payments this system can securely process them all! *Available for the US and CAN only.
If you really want to increase your client retention, you need to stop asking your clients to physically pay for your service.
This will work with touchscreen monitors, any digital input pen/tablet, or even just your computer mouse! This works for Transaction Receipts as well as Auto-Debit Payment Authorizations. The signature will be saved for 3 years, eliminating the need for you to keep hard-copies. To enable this feature on your account, see the steps below.
This will work with touchscreen monitors, any digital input pen/tablet, or even just your computer mouse! This works for Transaction Receipts as well as Auto-Debit Payment Authorizations. The signature will be saved forever, eliminating the need for you to keep hard-copies. To enable this feature on your account, log in to your account as the administrator → hover over the [User Profile] → [My Account] menu → click on the [System Settings]. Electronic Signatures → Select [Graphics Tablet or Mouse].
We offer a variety of credit card terminals based upon your needs.
It's recommended that each business day, you manage your payment reports and take action on any missing or declined payments.
This report helps you to track down potential lost revenue.
We're excited for you to use the new features released in this version. Check out the video below for all the exciting details!
Gone are the days of processing multiple transactions or running one payment and manually splitting it up. With the Payment Splitter, you’ll be able to process one payment and split different amounts amongst multiple family members! This is a popular feature for offices that see families. Whether it’s a one-time payment or recurring payment, the payment splitter can do it all!
Auto-Debit System subscribers can reduce declined payments by having patient cards on file, automatically updated without asking your patient!
The Auto-Card Updater is an optional add-on that will automatically update cards when they are expired or a new card is issued by the bank. This will save you time from having to chase down money!
If the insurance company sends you a credit card number for a health claims reimbursement, you can process the transaction through the Auto-Debit System®. The article below will walk you through the process.
Make payments frictionless by storing unlimited cards or bank accounts on file!
Yes, but here's what you should know first...
With the Auto-Debit System® you can process electronic checks, credit and debit cards all through various payment tools at your fingertips!
What is the EZ Swiper™? It's a quick and easy way to process a one-time payment using a physical credit card and your USB card swiper. It will automatically use the Patient Record you are working from, allowing you to process a payment quickly.
Effective 5/15/19 updated email notices for the Auto-Debit System® collections have been updated.
Did your patient's payment decline? This article reviews the steps to confirm if an email to make a payment to your office is necessary before sending.
You can schedule a recurring payment for any amount, frequency and number of payments with the Auto-Debit Scheduler!
You can use the Auto-Debit Scheduler™ to set up auto-debits for new patients just like you would for an existing patient. However, if you are using the Care Plan Calculator® System, you should use the Care Plan Calculator & Auto-Debit Scheduler™ to process the auto-debits. The Care Plan Calculator & Auto-Debit Scheduler™ will let you charge the initial payment immediately and schedule the recurring auto-debits. Additionally, this will attach the plan to the auto-debit. You can also assign a Drip-Ed™ Campaign during the process (which requires membership with the Drip-Education® Email Marketing System).
If you need to pause an auto-debit (recurring payment) this article will show you how.
We're pleased to offer capturing digital signatures from Care Plans & Auto-Debit System documents! Check out the article below for the exciting details!
The Virtual Terminal allows you to record the transactions as being collected with cash.
Do you have an event coming up where you need to be able to process payments? We have options available for you, making it easy to process payments on the go!
The Expired Credit Card Report will allow you to edit, archive, or delete active patients' expired credit cards.
The Monthly Revenue Analyzer™ is a tool to review your monthly revenue performance.
Eliminate physical and digital receipts for one-time transactions by having signed payment authorizations on file! Free up your time & make it EASY for patients to pay!
A void can be performed on a transaction that was collected on the same day.
You're able to edit the date, amount, frequency and billing for any scheduled auto-debits up until the night before it runs by following the instructions in this article.
Steps to process a full & partial refund for a transaction.
When a transaction is archived you may need to locate it in order to perform an action, such as Void, Refund, Send an Email Receipt, etc.
A declined payment will sit under your "Payments" section of the Dashboard, waiting for you to take action. Taking no action may result in lost revenue.
When you're ready to start processing real transactions with the Auto-Debit System you will need to take your system out of test mode and into live mode.
You can schedule a recurring payment for any amount, frequency, and number of payments with the Auto-Debit Scheduler!
The Virtual Terminal is used to make a one-time payment with a credit card or bank account with or without the card being physically present.
Scheduling a recurring payment to process indefinitely is perfect for patients on lifetime wellness care!
If you need to process a one-time payment but would like to schedule for it to process at a later time, this feature will allow you to do so.
The Auto-Debit System allows you to process one-time and recurring payments easily!
Use the scripts below to overcome challenges about storing billing information on file.
If you need to collect your patient's card or bank account information without charging them, this is the feature you'll use!