How to change a credit card payment to an ACH payment

To change from CC to ACH;
  • Click into members.
  • Find the patient in your members list (you can search their name in the search bar).
  • Click member name. Then, scroll down to payment info.
  • Click bank account. You will see instructions to set up ACH.
  • Click the blue button that says "Connect with Plaid".
  • Then follow the prompts from there.