Adit Pay
How to Use Collect Payment Button
To Collect Payment: Navigate to the Adit Pay module In the top navigation menu, select Payments. If you don’t see this option in the menu, click the three dots to view the rest of the menu options Locate the relevant Patient Payment in the Dashboard. ...
How to Cancel a Payment Request
To Cancel a Payment Request: Navigate to the Adit Pay module In the top navigation menu, select Payments. If you don’t see this option in the menu, click the three dots to view the rest of the menu options Find the Patient Payment in the Dashboard ...
Process Payments Using an Insurance Card
Adit Pay can conveniently process payments using an insurance card. To begin processing insurance payments: Please Watch This Video Here Navigate to the Adit Pay module In the top navigation menu, select Payments. If you don’t see this option in the ...
How to Create a Manual Payment in a Payment Plan
You can manually create a payment towards a patient’s payment plan. Please Note: Creating manual payments is only available for payment plans and not subscriptions Only practices can create manual payments, not patients. If a patient wants to pay ...
How to Pause a Payment Plan or Subscription Plan
Navigate to the Adit Pay Module Select either Payment Plans or Subscription Plans You can navigate to the Plan detail page by clicking on the following: Either the name of the payment plan or on the blue pencil icon . Select Update Select Pause Plan ...
How to Manage Payment Cards on File
In order for adit pay to automatically charge payments, patients first need to add a payment card on file. Please note that the payment cards will be saved on the PATIENT level and not the plan level. This means that any changes you make to the ...
Editing a Subscription Plan
You can edit or update a subscription plan. To edit a subscription plan, click on the blue pencil icon next to the specific plan you would like to edit. If the plan is not active yet, you will be redirected to the subscription plan set up page to ...
Editing a Payment Plan
How to edit or update a payment plan: To edit a payment plan, click on the blue pencil icon next to the specific plan you would like to edit. If the plan is not active yet, you will be redirected to the payment plan set up page to update your ...
How to Post Payments from Adit Pay into the Ledger
Adit enables you to log all payment activity with your patients into their ledger within the Practice Management Software. By default, all payments will be attributed to the primary provider that is associated with the patient on file. How to Enable ...
How to Create a Subscription Plan
Subscription plans a great feature to utilize if you have an In-House Membership Plan and want to charge patients on a recurring basis. You can easily collect the patient’s card to save on file and start collecting payments! To create a subscription ...
How to Create a Payment Plan
Payment plans are a great way to allow patients to pay off a balance over a period of installments. You can easily save the patient’s card on file and start collecting payments. To create a payment plan, please do the following: In the top navigation ...
Reviewing Payouts
Adit Pay makes it convenient for you to collect payments from your patients. Once payments are collected, the platform will then send the funds directly into your bank account. The default payout schedule is set to be on a weekly basis, and it can ...
Review and Manage My Terminal Order
Navigate to the Adit Pay module and click on Preferences Under your location on the left hand side, click on Terminal Click on Orders Click on View Details You can check the status of your terminal on this detailed page. To Cancel Your Order: Click ...
Purchase a Terminal
If you want to accept in-office payments with Adit Pay, you need to use the Wise BBPOS E Terminal. You can purchase the terminal when you first set up your Adit Pay account, or purchase it afterwards. Here is how to purchase a terminal: If your ...
Manage Payment Disputes
A dispute (also known as a chargeback) occurs when the cardholder questions your payment. If a patient disputes a charge that you collected through Adit Pay, you will be notified via email notification, an internal notification in your Adit platform, ...
Create an Automatic Payment Reminder
Payment reminders are a quick and convenient way to let patients know they have a remaining balance, and allow them to pay online. To Create a Payment Reminder: Navigate to the Adit Pay module. In the top navigation menu, select Payment Reminders. If ...
Refund a Payment
Adit Pay makes it easy to fully or partially refund a patient when needed. To initiate a refund: Navigate to the Adit Pay module In the top navigation menu, select Payments. If you don’t see this option in the menu, click the three dots to view the ...
Request a Payment
Request a payment from your patients via text or email for them to pay online, or collect a payment in person or over the phone through one easy interface. We recommend using Text to Pay, it’s the fastest and easiest way for your team and your ...
Register My Terminal
When your Adit Pay terminal arrives, you will need to register it to connect it to your Adit Pay account before it can be used to collect payments. To register a payment terminal: Watch Video Here Plug in and turn on the terminal. Swipe the terminal ...
Set Up Adit Pay
Adit Pay allows you to collect payments from your patients both online and in the office. The registration process is entirely self-guided, so you can sign up at any time! Please note that only Owner-Level users can set up the account. To set up your ...
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Send an eFax
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Guide to Adit Academy
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How to Create A Form
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