How to set up an Auto-Debit with Fortis

When you are applying a care plan to a patients file, the last screen you will see once you have Fortis integrated with your CoAction software, is where you will set up an Auto-debit.


Step 1: select "Automatically Charge Patient's Credit Card"




Step 2: If patient has not made a payment within CoAction yet, select the Green plus sign and save the account vault. If they have, skip to step 3.



After the Fortis window launches, Scroll down and Select Add Account Vault




Click on the Credit Card number area, Swipe Patients credit card on terminal that is linked with Fortis to auto fill in data or manually enter the Credit Card and Expiration date info required.

Once Completed, Hit SAVE.



Step 5:

Once you can see that the Account Vault has been added and the message

"Account Vault Saved Successfully"

CLOSE the FORTIS WINDOW by selecting the X at the top right of the screen.



Step 3: Select Saved payment method


Step 4: Select the date when auto debits should start taking place and select Next.

If you are running a down-payment as an auto-debit, it can take a while to process as it has all day to trigger, so we recommend starting auto debits after the down-payment.


Step 5: Select Finish



 If you need further clarification or would like some additional instructions, you will need to contact support

  • Email-
  • Phone- 858-800-2367
  • Live Chat- Access the support portal button within software and selecting chat now at the bottom right corner.
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