Set Up Auto Receipt Plans

Set up Auto Receipt plans to facilitate collecting regular payments from your responsible parties via credit card or ACH electronic transfer.

Get Started

Set up Financial Processing Integration - ViewPoint integrates with certain payment processing providers to automate your credit card and ACH electronic withdrawal transactions. Refer to the appropriate details for specific information about your integration provider:

Use This Feature

1. Open Auto Receipt Window Open the patient folder, and click the Contract tab. Choose the contract to work with, then click the Auto Receipt button. If the contract already has an auto receipt plan, the AR column of the Contract tab will include an "X".

   

2. Select / Create a Plan Each contract may have multiple auto receipt plans, depending on how the billing party wishes to pay for this contract. You can click an existing plan to edit it, or click New at the bottom of the window to create a new plan.

   

3. Payment Details Choose the start and end dates, payment interval, payment amount, and payment method for the auto receipt plan.

   

   Dates - Enter the first auto receipt payment date in the Next Date field, and the date the last payment is due in the End Date field. New auto receipt plans default to a Next Date of one month in the future.

   Payment Interval - Enter how often a payment should be processed, in either weeks or months. Many plans occur 1 time each month,. Quarterly payments would be processed at an interval of 3 months.

   Amount -  Enter the amount of each payment.

   Method - Select the payment method. Most often, auto receipt plans are set up for automatic credit card payments or ACH withdrawals using an approved VP Credit Card payment processing provider (listed at the top of this article). Other types of payments, such cash, check, or non-integrated credit card payments require manual transaction processing, and are not recommended.

   Description - The description you enter here will appear on the Auto Receipt Review window when you review pending payments.

4. Payment Integration Type If you choose the Credit Card or Electronic Transfer payment method, you can specify which integration to use for processing the transaction. If you choose a different method, or if you process credit card and ACH transactions manually, select Other.

   

5. ACH Information If you select the Electronic Transfer payment method, and wish to automate the ACH direct payment via the payment integration type you selected, complete the ACH Information fields.

   

6. Save  Click Save at the bottom of the window to save your changes before exiting this screen. Otherwise, if you click Ok to exit without first clicking Save, any changes will be ignored.

   

More Information

Remove Auto Receipt Plans Select an auto receipt plan to work with, then click Remove (or press Alt+R on your keyboard) to remove that plan, or click Remove All (or press Alt+M on your keyboard) to remove all auto receipt payment plans for this contract. Removing an auto receipt plan will end the automatic payment processing, but will not affect the contract amount due or account balance.

Direct Payment Merge Document - The Direct Payment merge document provides you with a standard agreement for the responsible party to read and sign, authorizing direct payments to your office. Contact Ortho2 if you need help importing this letter.

Post Payments - Post Auto Receipts regularly to process your patients' credit card and electronic ACH payments according to the schedule you agreed upon. See "Post Auto Receipts" for details.

• Transactions
  • Adjust Charges
  • Auto Receipt Set Up
  • Auto Receipt Payments
  • Bulk Payments
  • Patient Ledger
  • Payments - Cash
  • Payments - Credit Card
  • Payments - Debit Card
  • Payments - OrthoBanc
  • Post Charges
  • Post Charge Subgroup
  • Post Late Fees
  • Post Refunds
  • Reverse Transactions
  • Transfer Payments Between Accounts
  • View Auto Receipt Log

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