To process recurring payments using Dentrix
Ascend Pay, open the Home menu and click
Payment Plan Report.
When you first open the report page, you’ll see
you’ll see a series of tabs.
The first tab is the Payment Plan List, which
displays all payment plans for your location,
whether they have a saved credit card or not.
To process payments associated with a saved
card, open the Payment Processing tab.
A shortcut to this page is a home page widget
named Unprocessed Recurring Payments.
Make a habit of checking here regularly, as any
non-zero value means it’s time to process
recurring payments.
Only payment plans with Saved Cards show up
on this tab.
A batch represents all payment plans that are
due on the same day.
Review the batch and guarantor information.
De-select any guarantor whose payment you
don’t wish to process immediately.
Click Process Payment to process all card
payments at one time.
You can view the progress in the Status column.
Payments are automatically posted to the
guarantors’ Ledgers as they are processed.
When processing is complete, you can print the
report or export it for your records.
Note, if you need to refresh or leave this page,
print the report now, as its information will be
lost after you refresh or leave the page.
When you click Print, the report opens in a new
browser tab.
When you click Export, you can download a
CSV file to your computer.
Once a payment has been processed, it won’t
display in this tab until the next time it’s due.
If any of the payments fail to process, they
appear in the Declined Transactions tab.
You’ll need to address declined transactions on
a case-by-case basis.
The specific action will depend on whether the
card has expired, has insufficient funds, or has
simply failed to process on its first attempt.
Once you’ve obtained payment, return to the
Declined Transactions tab and select the
checkbox for the transaction, in the Mark as
Fixed column.
Fixed transactions disappear from the list when
you refresh or leave this page.
The Transaction History tab lists all processed
payment plans.
Its information can be used as a report.
When you open the filter, you can choose a date
range and a payment status.
If a patient wants a receipt for a processed
payment, click the Receipt link to open a PDF.
Print the PDF, or download and email it.