Patients have the opportunity to input multiple payment methods, and can decide which payment method they would like to use when paying their bill. A patient's default payment method will be automatically set to the first payment source they upload. 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, navigate to the patient's profile, click on the Payment Options tab, and enter the required details.
Click on 'Patients'
Select Patient
Click on the 'Payment Options' tab
The default payment method will be highlighted blue and say "default". You can also label payment methods, such as specifying a card for HSA-eligible medical charges.
Here, you will be able to view the patient's payment sources, as well if they are set up for auto-pay.
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.
To switch the default payment source, you will click 'Make Default' next to the payment source you want to make the default payment method.
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.
You can also apply tags to payment methods to notate which payment sources will be used to charge particular items (memberships, FSA, etc.).