How to Update a Patient's Payment Method

This article shows how to update the patient's payment method as a provider, admin, and patient usertype.

As a Provider:

1. Navigate to Manage Patients
2. Click the patient’s name
3. Click Billing Info
4. Edit the card information
5. Click Update to Save (ClickAdd Card if you are adding the card for the first time)

As an Admin:

1. Search for the patient in the "Search for User" box from the home page
2. Click on your patient's name
3. Click Billing Info

(From this screen you will see the options to set their billing preferences and you can update their credit card information.)

As a Patient:

1. Click Session Payments on the left-hand menu from the home page
2. Click Payment Method
3. Enter new credit card information (or Add a Card)
4. Click Save