Auto Payment Report
This report allows Heartland Clients the ability to manage and monitor Auto debits.
If you have an integrated merchant within your database, such as Heartland, you can set a care plan up on Automatic Recurring Payments.
If you have started using Auto Debits, you will need to check on this report, to ensure payments are posting correctly.
This is a view-able report only. It cannot be printed or exported.
To Run the Report:
This report will show you:
The Date of Service, Amount of Auto debit, Patients name, Care Plan name, Case, Status, Status Message and Payment Method Auto Debits were created for.
Status messages include: Approved, Denied and Never Attempted.
Denials will provide a denial reason that you can take back to your merchant to find out the reason.
Never Attempted is only displayed if the Patients Auto-Debit is outside the 7-day processing window or if the patient has a credit on their account.
Auto Debits WILL NOT run if the Patient has a credit balance.
At the bottom right of the report you have several options to choose from:
View Patient, Edit Payment Method, Re-Submit and Close
For ALL Options besides Close, you will select the Patient's Auto Debit Line Item and pick an option.
- View Patient: Allows you to view the patient info
- Edit Payment Method: Allows you to change the Payment Method for the Auto-Debit.
- Re-Submit: Allows you to manually push a “Never Attempted” payment. This is helpful when the patient has a credit and the auto-debit still needs to be taken.
- Close: Close the Report
- Support Information -
If you have any questions or need assistance with this process please contact Support by:
Live chat: Click the 'Support Portal' button in your main toolbar (on left-hand side) within your database, then click the orange 'Chat' box in bottom right of screen.
***This has the fastest response time***
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