Accepting your PatientFi Transaction

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

Steps to Approve a Transaction

1. Log Into the Account Portal
2. Choose a Payment Plan
   • A pop-up should appear to guide you, click continue
   • If you do not see a pop-up, click on the My Transactions section from your dashboard. Locate the pending transaction and click Review
   • Verify that the amount of the loan is what was agreed upon with your provider. If this amount is different, please contact your provider to make the necessary changes
   • Review the available payment plans and select the one that best suits your needs
3. Set Up Auto-Pay or First Payment
   • Decide how you want to manage payments:
     • Auto-Pay: Automatic monthly payments
     • First Payment: Only auto-debit the initial payment
4. 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*
5. Link Your Payment Source
   • Add your payment method, we accept either:
     • Debit Card
     • Bank Account and Routing number (ACH)
6. Review the Terms
7. Finish and Pay

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. This provides flexibility with your monthly payments!