The Auto-Debit System®: This 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.
The Eclipse® integration allows you to import your Posted Payments directly into your Eclipse® software. This means that your payments will post to each patient's ledger.
Requirements: Eclipse Version 11 or Higher
ATTENTION: Because Eclipse® is a multi ledger software, it is important that you are accurately entering your patient's Eclipse® account numbers and selecting the correct case numbers. If your patient has more than one case, always be sure when processing or scheduling a payment to select the correct case number you want the payment to post into.
Step 1: Review The Auto-Debit System® On-Demand Video Training.
Step 2: Select Eclipse® as your Third-Party Software.
- Click HERE for instructions on how to select your correct third-party software.
Step 3: Review how to accurately enter your patient's account numbers and how to select the correct default case numbers.
Step 4: Review how to import your Cash Practice® Posted Payments Report into Eclipse.
(Optional) Export patients from Eclipse® and upload them into your Cash Practice® account.