Processing: How to use different merchant accounts [enroll patient/set up an auto-debit from a care plan]

Multiple merchant accounts are used for keeping deposits separate for multiple providers or different parts of a business. For more information on adding multiple merchant accounts, contact our Merchant Services Department by phone at (877) 343-8950 x105) or email MerchantAccounts@CashPractice.com

Getting started:

View full instructions on how to enroll a patient into a care plan HERE.

Step 1: Once all the correct selections are made for the initial payment, choose the correct Merchant Account this payment will be run under. This determines where the deposit goes. 

Step 2: Again, when all the correct selections are made for the recurring payments, choose the correct Merchant Account these payment will be run under. This determines where the deposits go. 

Step 3: Click [Enroll Patient].

Step 4: Click the logo at the top of the plan to print.