Assigning Campaigns: How do I assign a campaign to a patient group?

You can easily segment your patients into groups, making it easier to manage, track, and market. Make as many groups as you need to...there's no limit!

Assigning Campaigns: How do I set a campaign start date when assigning a campaign?

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

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 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 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!

Reminders: How do I manage my Payment Reminders?

Reminders: How do I process a scheduled Payment Reminder with the Virtual Terminal™?

Reminders: How do I stop a scheduled Payment Reminder?

Reminders: How to schedule Reminders with the Auto-Debit Scheduler

Training: How do I get training?