Patients can add multiple payment methods and choose which payment method to use when paying their invoice. The patient's default payment method should be their membership payment source.
Scheduled payments created in Hint Health are tied to the default payment method active at the time the invoice is generated. Additionally, changing the default payment method after scheduling payments does not alter previously scheduled transactions.
To add a new payment source to a patient's account:
Click on 'Patients'
Select Patient
Select 'Memberships & Billing' tab
Click '+ Add Method' in the Payment Methods section
Select the checkbox to 'Set as the default payment method'
The default payment method will be highlighted blue and say "default".
You will be able to view the patient's other payment sources, as well as if they are set up for auto-pay within the Payment Methods section.
After adding the payment methods, you can make certain edits, including labeling them, such as specifying a card for HSA-eligible medical charges or switching the default payment source.
Note that changing the default payment source will not modify any previously scheduled payments. These payments will continue to use the default payment source that was active at the time they were scheduled.
To make edits to a payment method:
Add the payment method using the instructions above
Hover over the payment method and select the pencil icon in the lower right corner
Add a description to label the payment method
Toggle the 'Make Default' button on to switch the default payment source
You can also update the ZIP code or expiration date for the payment method
Select 'Save' to save any changes
Certain payment updates occur automatically through mechanisms like the Card Account Updater (CAU) services offered by card networks and payment processors. These services enable updated card details, such as expiration dates, to be pushed to the system, ensuring uninterrupted recurring payments