To request that a patient update their payment information, go to the "Memberships & Billing" tab and find the "Payment Methods" section. Click the three vertical dots in the upper right corner of that section, then select "Send Request for Payment Info."
If a request has been sent before, the date and time of the most recent one will appear in the "Engagement" section of the patient's profile, also under "Memberships & Billing." To view a full history of past requests, select "View All" next to "Last Notification" in the Engagement section. Note that this timestamp reflects only requests you've manually triggered using this button; it does not include payment update notifications Hint may have sent on your behalf due to a failed charge, etc.
FAQs
What if I only want to take bank accounts? Will it allow the patient to input credit cards, as well?
You can adjust this under Admin > Online Signups > Global Settings
Toggle 'on' or 'off' to accept credit cards or bank accounts
Example: If you turn off the ability to accept credit cards, when you request payment information from the patient, it will only accept a bank account
You will not see the "Send Request For Payment Info" if you have "Collect payment source" turned off for online signup. This setting can be updated by navigating to Settings > Online Signup > Collect Payment Source must be toggled to optional or required.