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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.