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Adding a Payment Source

Tasha Demkiw avatar
Written by Tasha Demkiw
Updated over 2 weeks ago

Adding a Payment Source to a Patient's Account

To add a payment source to a patient, follow these steps:

  1. Navigate to the patient chart and click the 'Payment Options' tab

  2. Click 'Add Card' or 'Add Bank'

  3. Complete the required fields

  4. Click the blue button to add the payment source 

Asking the Patient to Enter their Payment Source

If you do not have access to a patient's payment source, you can send a request asking the patient to input it themselves.

  1. Select the patient to view their profile page

  2. In the Financial Info section, click 'Send Request for Payment Info' 

This will send the patient an email with a link they can use to enter their payment information via the patient portal.


To see a copy of the email notification the patient receives:

  1. Go to Admin>Notifications

  2. On the Patient Notifications, tab scroll down to notification #10 'Payment Information Request'

  3. Click 'View' 

Adding an International Payment Source

While international payments are not officially supported in Hint, international credit cards will likely run the same as any other credit card.

When adding the credit card, the patient or practice user can select a billing country other than the United States. When the country is selected, the user will not be required to enter a zip code to add the card.

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