Accepting Recurring Payments

To set up a recurring payment schedule with the patient’s credit card:

From the patient’s ledger, click EASY PAY. The Easy Pay Main Tasks menu is displayed.
Select Consent - Recurring. The Recurring consent window is displayed.
Swipe the credit card or enter the card’s information into the appropriate fields.
In the Start Date field, enter the date when the first payment is due.
In the Total Amount field, enter the total amount owed.
In the Monthly Payt field, enter the amount the patient wants to pay each month.

Enter the # of Payments the patient would like to make.

Click the small calculator to the right of the Final Payment field. The other fields are entered automatically.
In the Permission field, select Signature on File or Verbal.
From the menu on the left, select Generate Payments. The payment schedule populates on the screen.
Click Save, Print, and Return. The consent form prints.
Have the patient sign the consent form.
When a scheduled payment becomes due, a green Ready appears beside the Scheduled Payments button on the Main Tasks menu. Select Scheduled Payments. Easy Pay displays a list of the scheduled payments due that day.
Click Process all Scheduled Payments.
Exit Easy Pay.