Follow these step-by-step instructions to approve a transaction in your PatientFi account:
Steps to Approve a Transaction
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Log In to Your PatientFi Account
- Visit the Borrower Portal and log in using your credentials.
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Choose a Payment Plan
- Once logged in, review the available payment plans and select the one that best suits your needs.
- If you are not brought to the Plan Selection Screen, click on the "My Transactions" section from your dashboard. Locate the pending transaction you wish to approve and click on it. It will be identified with a red 1.
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Set Up Auto-Pay or First Payment
- Decide how you want to manage payments:
- Auto-Pay: Automatically pay all future installments.
- First Payment: Only auto-debit the initial payment.
- Decide how you want to manage payments:
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Select Payment Amount
- Choose from the following payment options:
- Minimum Payment: The lowest required payment.
- Custom Payment: A payment amount of your choice.
- Suggested Payment: A recommended payment amount based on your plan.*
- Choose from the following payment options:
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Link Your Payment Source
- Add your payment source:
- Enter your Debit Card details
- To enter your Bank Account and Routing number, there is a link below the debit card entry window.
- Add your payment source:
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Review the Terms
- Carefully review the loan terms, including the repayment schedule and any applicable fees.
- Confirm Acceptance
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- Once you’re satisfied, click to confirm and accept the transaction.
Important Notes
- Promotional 0% APR Offers: If you select the "Minimum Payment" option for a 0% APR offer, the balance will not be paid off within the promotional period. To avoid interest, you’ll need to make additional payments to pay off the full balance before the promotion ends.
For further assistance, contact our Support Team at (866) 734-5979 or email us at support@patientfi.com. We’re here to help!
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