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Auto Draft Payments

Auto Draft Payments

Like an option to be able to chose different payment frequencies for auto drafts.  I am getting more patients that want to make their payments either weekly or bi-weekly especially if they fall behind in their payments.


Good day Nicole (ndraxler35),

We have had a few other offices request this functionality as well.  I am tagging the Orthotrac Product Line Manager uriyahrobinson‌  to make sure he is aware of your interest.  In the meantime, you can use the "Insert" button on the Autopayments screen to insert additional payments in between your initially set up autopayments (for example, you could set up 12 payments set to be on the 1st of every month, then insert additional payments for the 8th, 15th, 22nd and 29th of every month).  This may not be ideal but it will at least allow you to get the additional payments you want.


Phil Carter / Orthotrac Escalations

Canine II

Thank you very much.

Nicole Draxler

Nicole Draxler, CPA

Office Coordinator

Bartlett & Alexander Orthodontics

333 Aviation Road

Queensbury, NY 12804

(518) 793-8511 Fax: (518) 793-8588

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Canine II

I agree that would be helpful.  Also I have patients that would like to pay quarterly.  That is an option on the contract screen but NOT on the automatic payment screen.  

Canine II

Does everyone in our office need to be logged out of OrthoTrac while I'm processing auto bank & credit card drafts?  I was told this by our previous Financial Coordinator and never questioned it. It would be nice if I could process our auto drafts without having to wait on everyone to bring OrthoTrac down.