Payments Using ACH (Bank Transfer)

This guide explains how staff can process patient payments securely using ACH (Bank Transfer), allowing patients to pay directly from their bank account.

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STEPS

1. Open the Patient’s Account page.
   • Enter the Payment Amount.
   • Select Payment Type → ACH Payment.
   
   
   
2. Select ACH and enter bank details.
   • From the payment method dropdown, select ACH (Bank Transfer).
   • Enter the required bank information:
     • Account Type (Checking or Savings)
     • Account Holder Name
     • Routing Number
     • Account Number
     • Check Type
     • Billing Address
   • Review details and Submit.
     
     
     
3. Confirm Payment.
   • Once submitted, the payment will appear in Patient Payments.
     
     
     
4. Print Receipts (Optional).
   • Click Print Receipt to provide a copy.
   • Two receipts will be generated: Practice Copy and Patient Copy.