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

Canada: How to process a one-time payment using DD/EFT

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).

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

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

Fees: What are the processing rates for bank EFT?

Fees: What are the processing rates for bank EFT?

Payments: A Bank EFT transaction was returned. What do I need to do?

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: What are the benefits of processing with bank accounts versus credit cards?

Processing: What are the benefits of processing with bank accounts versus credit cards?

Processing: What are the billing options on my payment tools?