Tuesday, February 18, 2020

Processing Payments Promptly by Adding a Credit Card to a Payment Agreement

Wouldn’t it be nice if your patients on payment agreements always paid the correct amount on the date it was due? And what if you could routinely post these payments on a monthly basis without having to bill your patients? With Dentrix Pay, you can add a patient's credit card to their payment agreement and use that card to process payments when they’re due.* You'll be paid promptly, and your patients won't have to remember to send you a check!

To add a credit card to a payment agreement, open the patient’s Ledger and click the Billing/Payment Agreement button. Click the Credit Card drop-down menu, select Add Card, and follow the on-screen directions.


Be sure to have the cardholder sign the consent form authorizing you to use their card for payments. When finished, click OK. You're now ready to process their payment agreement with their saved credit card as soon as it’s due.

For additional information:
*You must have Dentrix Pay to save credit cards and to use them for recurring payments. For more information, visit www.Dentrix.com/DentrixPay or call 844.853.2285.


No comments: