Configuring OrthoTrac > Using the eServices Setup Window > Setting Up the OrthoTrac Electronic Payment Services > Setting Up the ACH Service

Processing a One-Time ACH Payment

To process a one-time ACH payment:

1. From the main menu, select Functions > Financial Functions > Payments. The OrthoTrac Patient Lookup window is displayed.

2. Select the name of the patient for whom the ACH payment will be posted and click OK. The Charges and Payments view of the Financial Functions window is displayed.

3. From the drop-down list in the Payments section, select Auto Draft, and press the Tab key. The ref: field is displayed.

4. Type the reference number for the transaction and press Tab.

5. Type the amount and press Tab. The ACH Details window is displayed.

6. Type the account information and click OK.

7. You cannot change the amount of the payment after the account information has been entered and the ACH payment has been processed.

After submitting the ACH payment, you cannot leave the Charges and Payments view of the Financial Functions window without posting the transaction.

Related Topics

Setting Up the ACH Service

Enabling Auto Payment Processing

Setting Up the OrthoTrac Electronic Payment Services