Payments
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      How to Update a Patient’s Payment Information

      1. Access the Patient's Profile
        • In the Members section, locate and click on the patient's name to open their profile. Once the profile is open, a notice will appear, providing details on any missed or failed charges due to declined or expired cards.
      2. Navigate to Payment Information
        • Once in the patient's profile, go to the Primary Contact page. Scroll down until you reach the Payment Info section.
      3. Update Payment Details
        • Enter the new payment details in the appropriate fields. After updating the information, click Save to update the patient’s record.
      4. Automatic Payment Processing
        • If a payment was missed due to a declined or expired card, the system will automatically attempt to process the payment using the updated details. To prevent duplicate charges, the billing date may be locked. As a result, the payment will be processed on the next day following the update.
        • Note: The office can filter for declined cards to quickly identify and manage accounts that require attention.