Auto-Debit Payment Reminders are to be used when the patient has a monthly payment but it is not running automatically in Cash Practice. It is simply a reminder that the payment is due. A REMINDER WILL NOT COLLECT PAYMENT.
 

Step 1:  From the Payments section, you can manage your Auto-Debit Payment Reminders by clicking on [X Reminders Due Today], [X Reminders Past Due Today] OR Access your Posted Payments Report Generator™ to take action on the reminders. 

NOTE: When the scheduled Auto-Debit Payment Reminder Alert displays on your Posted Payments Report Generator™, it will display as a pending payment and it requires you to take action. Click HERE for instructions on how to access your Posted Payments Report Generator™.
 

 
Step 2: Scheduled Auto-Debit Payment Reminders will have 3 actions available. Choose the appropriate action for the Scheduled Reminder.
  • [Process with Virtual Terminal]: This button allows you to collect your Scheduled Auto-Debit Reminder with the Virtual Terminal™. Click HERE for instructions on how to use Virtual Terminal™
  • [Email Payment Request]: This button allows you to email your patients a link to complete the payment online.

  • [Cancel Payment]: This button allows you to cancel the Scheduled Auto-Debit Reminder. This means you will not be collecting payment for the Scheduled Auto-Debit Reminder

    • NOTE: We HIGHLY recommend that you add a comment to the transaction before you cancel it, explaining why you are canceling the transaction. To add a comment click on the [Add Comment] option from the [More] drop-down.