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Move Payment Option To Another Patient
Move Payment Option To Another Patient

Move payment method, move payment source, transfer payment source to other patient

Sarah Morosko avatar
Written by Sarah Morosko
Updated over a week ago

Hint provides the capability to transfer a payment source to another patient while allowing the payer to either keep the payment source or have it removed.

To Move a Payment Option to Another Patient:

  1. Log into

  2. Navigate to the patient's chart (the patient who has the payment source)

  3. Click on Payment Options

  4. Click on 'Other Actions' > Move All Payment Methods to Another Patient

  5. Select the New Owner of the payment method

  6. Select whether to remove or keep the payment method on the current patient

Once confirmed, you can navigate to the other patient's chart and see that the payment method has been moved.

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