Overview: Obtain patient consent for monthly auto-debit payments for aligner treatments using the official Authorization for Auto-Payments document.
Prerequisites
The patient must have an active Aligner treatment plan.
A valid payment method must be identified for the monthly debits.
Obtaining Aligner Auto-Payment Authorization
To ensure compliant recurring billing, follow these steps to secure patient consent for auto-payments:
Access the Document: Locate the official Authorization for Auto-Payments document within the billing resource folder.
Patient Review: Provide the Authorization for Auto-Payments document to the patient for review.
Confirm Payment Date: Inform the patient that by signing the Authorization for Auto-Payments document, they consent to an auto-debit payment on the 15th of each month.
Secure Signature: Obtain the patient's signature on the Authorization for Auto-Payments document.
Record Keeping: Upload the signed Authorization for Auto-Payments document to the patient's record to enable recurring billing.