Post Auto Receipts

Post auto receipts regularly to process your patients' credit card and electronic ACH payments according to the schedule you agreed upon. You can optionally generate payment receipts after the receipts have been posted.

Get Started

Create Auto Receipt Plans - Set up Auto Receipt plans to facilitate collecting regular payments from your responsible parties via credit card or ACH electronic transfer. See "Set Up Auto Receipt Agreements" for details.

Use This Feature

1. Open Pending Auto Receipts Window - Home ribbon bar > Financial section > Auto-Receipts.

   

2. Review List - Review the payments that are waiting to be posted.

   

   Credit Card Security - For security reasons, complete credit card information does not appear on this screen.

   Transaction Details - Each transaction contains two lines of information.  Both the total amount due from the responsible party and the auto receipt amount are included in the pending auto receipt details: If these amounts are different, you may want to ask the responsible party for an additional payment.

   View Payments for Specific Orthodontist / Office - Click the Doctor and/or Office fields at the top of the window to view the pending payments for a specific doctor or location. Or, select to review transactions for All orthodontists and offices.

   View Payments for a Specific Payment Account - Click the Account field at the top of the window to view the pending payments for a specific payment account. Or, select to review transactions for All accounts. See "Set Up Payment Accounts" for details.

   Sort Payments - Click the Sort by field at the top of the window, and select how you would like to sort the pending payment records. Choose from the Amount, which sorts by the payment amounts; Amount Due, which sorts by the contract amount due, regardless of the auto receipt payment amount; Balance, which sorts by the contract account balances; Billing name, which sorts the records alphabetically by billing name; Date, which sorts by the scheduled payment date; Expiration, which sorts by the credit or debit card expiration date, Patient Full Nameor Patient Last Name, which sort the records alphabetically by patient name, or; Status, which sorts the records alphabetically by the patient's status.

   Filter - Click the Filter field at the top of the window, and select to view a sub-set of pending auto-receipts, such as including only accounts that are thirty or more days past due,

   Search For a Payment - Type any portion of the patient or responsible party name in the search text box at the top of the window to locate a specific payment.

3. Print Pending Auto Receipts - Click Print at the bottom of the Auto Receipts window to run the Auto Receipts Review report. See "Auto Receipts Review " for details.

4. Skip a Pending Auto Receipt Payment - To skip a transaction from the pending Auto Receipts list, click to select the transaction to work with, then click Skip. This will remove the selected auto receipt payment only; any future auto receipts associated with the patient record are not affected. To completely remove an auto receipt agreement, go to the Responsible Party page of the patient folder. (See "Set Up Auto Receipt Agreements" for details.)

   Recover Skipped Receipts - You can recover skipped auto receipt payments until the end of the day: Simply return to the Post Auto Receipts window, and click Undo Skip at the bottom of the pending payments list. Skipped payments become permanent the next day.

5. Post Auto Receipt Transactions - Select the transactions to work with, and specify whether to generate payment receipts after posting, then post the auto receipts to your patient accounts.

   Select the Transactions to Post - Click to select transactions individually, or click Select All / Select None at the top of the window to select / de-select all transactions in the list. The total amount of money due from the selected transactions appears at the bottom of the grid.

   Print Receipts - Enable the Generate Receipts after Posting option if you want to generate payment receipts for the selected auto receipt transactions. If your Form Email feature is set up, responsible parties with a valid email address will have their receipts emailed to them, otherwise the receipts will display in Edge Cloud for you to print.

   Post Tranasctions - Click Post at the bottom of the window to credit the appropriate contracts with the selected payments.

Track Direct Payments - The payment is flagged as an ACH transaction in the patient's ledger, as well as your Transaction and Auto Receipts reports.

Review Pending ACH Transactions - Use the Pending ACH Transactions list (available from the Home ribbon bar > Financial section > Tasks > Review Pending ACH Transactions) to view the electronic transfers that have been posted to patient accounts via auto receipts, but have not yet cleared the bank.