Store ACH Account Information on File in the Vault During a Payment

You can store ACH account information on file in the Vault while you take a payment.

Instructions

1. Select Payments in the main menu, and then click the ACH Payment tab.
2. Fill in the applicable fields in the Electronic Check and Accountholder Information sections.
   Required fields are marked with an asterisk.
3. Select the box next to Add to Vault.
4. Under Vault Information, enter a Vault ID.
   For the Vault ID, use a unique identifier, like the Patient ID from your electronic medical records (EMR), to associate the ACH account information to the patient and easily find the payment method in the future. If a patient wants to save multiple cards, use a suffix like "-1" and "-2" at the end of each vault ID.
   Do not use special characters or spaces in Vault ID. The only accepted characters are letters, numbers, dashes ( – ), and periods ( . ).
   If a patient wants to add more than one ACH account information to the Vault, you can place additional ACH account information on file outside of a transaction.
5. Enter a $ Maximum Amount (maximum amount to be charged) and choose whether the maximum amount applies to All visits this year or This visit only.
   The maximum amount you enter and the selection for "All visits this year" or "This visit only" are included on the Pre-Authorized Healthcare Form (PAHCF) that the patient signs.
   Tip: Choose All visits this year unless the card is being saved specifically for a single visit's balance. Otherwise, the PAHCF may not be valid for future visits.
   Example: If a patient's co-pay is $30 each visit, you could set the $ Maximum Amount to $30.00 and specify All visits this year.
   Example: If you plan to collect a post-insurance balance for a procedure, you could set the $ Maximum Amount to the post-insurance balance and specify This visit only.
6. Click Submit.
7. On the Pre-Authorized Healthcare Form (PAHCF), view, print, or email the PAHCF agreement.
   To view or print the PAHCF: Click the Print button—a print preview window will appear for you to view the PAHCF or choose to Print it.
   To email the PAHCF: Enter the patient's email address > add a descriptive subject for the email > add a custom message to explain that the form represents consent to use the ACH account information for future payments (if desired) > click Email.