Patients may need to change their payment method on file. You can delete or replace as needed.

  1. Search for the patient whose payment method you would like to update or delete

  2. Go to their 'Payment Options' tab

  3. To Delete, click the 'Delete' next to the card or bank account

  4. To Replace, click '+Add Card' or '+Add Bank Account'. The new card or account added will become the 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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