Auto-Debits: How do I interpret the Auto-Debit Report?

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Auto Debit System Version 3.0 is here!

We're excited for you to use the new features released in this version. Check out the video below for all the exciting details!

Auto-Debit: How do I enroll a patient/ set up an auto-debit from a care plan?

Auto-Debits: How can I see a list of all active auto-debits?

Auto-Debits: How do I schedule an auto-debit using a patient's bank account?

Auto-Debits: How do I search for a scheduled auto-debit?

Auto-Debits: Where to view/edit an auto-debit in a patient's account

Canada: How to schedule an auto-debit from a care plan using DD/EFT

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).

Canada: How to schedule an auto-debit using DD/EFT

You can schedule a recurring payment for any amount, frequency and number of payments with the Auto-Debit Scheduler!

ChiroHD: How to schedule a recurring payment

You can schedule recurring payments within ChiroHD using your integrated Auto-Debit System! All scheduled recurring payments will auto-post directly into the ChiroHD patient ledger which means no more manual posting!

Eclipse: How to schedule an auto-debit or recurring payments

FAQ: Can I charge a patient's bank account (EFT)?

FAQ: Is it better to use credit cards or debit bank accounts?

Getting Started: Where Do I Start With The Auto-Debit System®?

Groups: How do I assign a payment to an Auto-Debit Group™ after processing it?

Office Management: What if the patient does not have or does not want to leave a credit card or bank account on file?

PayDC: How to schedule a recurring payment

Payments: How to investigate my auto-debits that are not paid up

Platinum System: How to schedule recurring payments within Platinum

This article contains step-by-step instructions on scheduling recurring payments with a physical card OR billing on file.

Processing: How can I create an auto-debit to run indefinitely?

Scheduling a recurring payment to process indefinitely is perfect for patients on lifetime wellness care!

Processing: How can I create an auto-debit to run on two specific dates a month?

Processing: How to schedule an auto-debit/recurring payments

You can schedule a recurring payment for any amount, frequency, and number of payments with the Auto-Debit Scheduler!

Processing: How to use different merchant accounts [auto-debit/recurring payments]

Reminders: How do I manage my Payment Reminders?