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Delete or Replace a Payment Method

Written by Tasha Demkiw

Patients may need to change their payment method on file.

Click here to learn how to send a request directly to the patient to update their payment method themselves.

Practice users can also delete or replace a patient's payment method in Hint by following these steps:

To edit or delete a payment method

  1. Search for the patient and open their profile.

  2. Go to the Memberships & Billing tab.

  3. In the Payment Methods section, hover over the card or bank account you want to change.

  4. Click the pencil icon to edit it, or the trash can icon to delete it.

To replace a payment method

  1. Follow steps 1–2 above.

  2. Click + Add Method in the Payment Methods section and enter the new card or bank account details.

  3. Leave Set as the default payment method for this patient checked if the new method should be charged going forward. Uncheck it to keep the current default.

Newly added cards will process existing charges immediately, but newly added bank accounts will need to be verified by the patient before charges are processed.


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