Using Auto Draft
To process a payment using auto draft:
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In the Patient Lookup window, find the patient and click the Financial Functions button. The patient's Financial Functions window is displayed.
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Under Payments, select Auto Draft.
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In the Amount field, enter the amount and then press Tab. The Payment Manager Take Payment window is displayed.
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In the Payment Method field, select Enter ACH Information Manually.
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Click Submit. The ACH Information window is displayed.
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Enter information in the fields and click OK. When processing is complete, the Take Payment window shows that the check has been submitted.
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Click Finished. A message asks if you want to print a receipt.
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Click Yes/OK. The receipt is displayed and you can print it.
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In the patient's Financial Functions window, click the Post icon.