Accepting Annual / Time Span Payments

To accept credit card payments over time for multiple visits:

From the patient’s ledger, click Easy Pay. The Easy Pay Main Tasks menu is displayed.
Select Consent - Annual/Time Span. The Annual/Time Span consent window is displayed.
Swipe the credit card or enter the card’s information into the appropriate fields.
In the Max Amount field, enter the maximum amount per visit the cardholder wants to charge on the card.
In the Date fields, select the beginning and ending dates for the procedures to be performed. The default range begins with today’s date and ends in one year. To change the dates, click the arrows and select the dates from the calendar.
In the Permission field, select Signature on File.
From the menu on the left, select Save, Print, and Return. (Do not select Charge Now.) The consent form prints.
Have the patient sign the consent.
When the amount owed has been determined, re-enter Easy Pay.
From the Main Tasks menu, select Consent - Lookup.
From the Consent Lookup window, double-click the appropriate patient consent from the list. The Annual/Time Span window is displayed.
In the Max Amount field, enter the amount to charge for the visit.
From the menu on the left, select Save, Print, and Return.
Exit Easy Pay.