Automated Clearinghouse (ACH) payments can be made either manually or automatically, depending on the user's preference. When a checking account is used for a patient payment, Avea securely stores the account information as atokenfrom a merchant processor.
Thistokenis a unique alphanumeric identifier for the account holder, and it is not the same as the actual checking account number. This system allows the merchant to charge the bank account with additional security measures in place, ensuring the safety of the transaction.
Let's review how to collect a payment using an ACH.
In the Patient's profile, navigate to the Patient Billing section.
Under the Collect Payment subtab, selectCollect Payment.
In the collection window, update thePayment Typeto New ACH (If the ACH is already on file, skip to step 8)
Input the account holdersfirstandlast name.
Next, update the Account Type to Checking or Savings.
Input the 9-digit Routing Number. This tells the merchant which bank holds the account.
Next, input the Account Number.
SelectSave This Accountto save the token information for future payments.
Input the chargeAmountbefore selecting theFacility.
Toggle onEmail Receiptand input aRecipientto automatically email a receipt.
Add any pertinentNote before selectingCollect Payment.
From the Apply To Billables pop-up, select how you'd like to apply the payment collected using theApplied Payment Typedrop-down before selectingSubmit.
Note The merchant doesn't provide any information when an ACH payment is returned. Due to this, we cannot display the updated status of the payment. It is highly recommended to check your bank account within 5 business days of receiving an ACH payment to confirm the deposit.