Accept a Transaction (Quick Guide)

Follow these step-by-step instructions to approve a transaction in your PatientFi account:

Steps to Approve a Transaction

1. Log In to Your PatientFi Account

   • Visit the Borrower Portal and log in using your credentials.

2. Go to "My Transactions"

   • Once logged in, select the "My Transactions" section from your dashboard.

3. Select the Pending Transaction

   • Locate the pending transaction you wish to approve and click the arrow on the right-hand side to view its details.

4. Choose a Payment Plan

   • Review the available payment plans and select the one that best suits your needs.

5. 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.

6. 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.*

7. Link Your Payment Source

   • Add your payment source by either:
     • Using Plaid for a quick and secure connection.
     • Manually entering your debit card or checking account information.

8. Review the Terms

   • Carefully review the loan terms, including the repayment schedule and any applicable fees.

9. Confirm Acceptance

   • 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!