Autopay for ECPs requires Lab Pay. If Lab Pay isn't enabled for your lab, contact [email protected].
You can set up and manage an ECP's autopay schedule directly from Lab View.
Turn On Autopay for an ECP
Go to ECPs and search for the practice by name or account number.
Open the practice and select the Payments tab.
Turn on the Autopay toggle.
In the Autopay Setting window, choose:
Autopay User – the ECP user whose payment method will be charged
Payment Method – one of that user's saved payment methods
Autopay Day – the day of the month autopay runs
Click Save.
Good to know: Payment methods are attached to a specific user, not to the whole account. If the ECP adds a new payment method, make sure it's added under the user you've selected for autopay. Credit card payments may include your lab's card processing fee; bank payments are free.
Turn Off Autopay
On the ECP's Payments tab, turn off the Autopay toggle. If your lab has set an Autopay Disabled Message in Settings → Lab Pay, the ECP will see it when autopay is turned off.
See Who's on Autopay
The Payment Preference column on the ECPs page shows whether each account pays manually or with autopay.
Questions? Contact [email protected].