Click the Self Help button to use the Cash Practice® walkthrough when logged into your account.

Step 1: Select the [Auto-Debit Scheduler™] icon, located at the top-right corner of your Dashboard screen.

Step 2: Select the Auto-Debit Details

  • Payments: Enter the number of payments for the scheduled auto-debit or check the [Indefinite] box to have the payments go forever.

  • Amount: Enter the dollar amount - what each payment will be.
  • Start Date: Click the date to open the calendar and easily select the date the payments will begin.
  • Frequency: Select the frequency.
  • Patient Account: The menu will search for patients that match the information entered into the field. Enter the patient's first name or last name, company, patient ID, or TPS ID, then select their patient account from the menu. 
    • Card On-File: Key enter the credit card information, OR pull stored credit card information that has been previously saved on file in the patient account. Click the [New] button to add new information to the Billing Vault
    • Bank On-File (EFT):  Routing and account number off of the check. Click the [New] button to add new information to the Billing Vault 
      • *Canadian offices, this will be displayed as DD/EFT
    • Reminder: Auto-Debit Reminders are to be used when the patient has a monthly payment but it is not running automatically in Cash Practice® (i.e. over the counter with a check or cash).
    • Card Swipe: Use a Cash Practice® USB Card Swiper or Scriptel Signature device to swipe a card and collect payment information for the payment.
  • Merchant Account: The defaulted merchant account will be displayed, but if using multiple merchant accounts with us, make the correct selection here. For more information, contact our Merchant Services Department by phone at (877) 343-8950 x102) or email MerchantAccounts@CashPractice.com
  • Amount/Payment Splitter: If needing to split the payment amongst multiple family members, follow the instructions HERE
  • Comments: (OPTIONAL) Add a comment for your team's eyes only. This will be displayed on the Posted Payments Report when reviewing the transaction details in the future
  • Show Additional Options: (OPTIONAL) By clicking the drop-down, you have the capability to assign auto-debit groups, Drip-Education campaigns for frequent contact, Patient Groups to better organize your patient lists, and a comment

Step 3: Click the [Schedule Auto-Debit] button.

Step 4: Click [Ok to Proceed] in the pop-up box. 

Step 5: (OPTIONAL) Capture the [e-signature] from the patient.

Step 6: Print the Auto-Debit Installment Authorization form by clicking on the [Logo] located on the left side of the page.