Patients may need to change their payment method on file. You can delete or replace as needed.
Search for the patient whose payment method you would like to update or delete
Go to their 'Payment Options' tab
To Delete or Edit, click the 'Delete' or 'Edit' next to the card or bank account
To Replace, click '+Add Payment Method' The new card or bank account added will become the default
To request that a patient update their payment method, click 'Send Request to Patient'
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.
