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Deleting or Replacing a Payment Method

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

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:

  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 or Edit, click the 'Delete' or 'Edit' next to the card or bank account

  4. To Replace, click '+Add Payment Method' The new card or bank 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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