The first step is to set up the patient with an AutoReceipt contract on the Contract tab of the patient's folder if you haven't already.

You then set them up on whatever schedule is appropriate.

Next, add their credit card information. If no card is currently on file, you simply click the S and swipe the card when prompted. A “token” is created and the card number is stored securely by X-Charge!

Once you have everyone set up with an AutoReceipt contract and the patient’s credit card information entered, you’re ready to use AutoReceipts to process payments!

When the day comes to process payments, simply click on "AutoReceipt Review" from daily activities. You'll see everyone listed. You would then click "Select All" and make sure the "Use VP Credit Card Integration" box is checked. Then post! (note: if there are any patients that won't pay on that day you can simply uncheck the appropriate box.)