Rejecting a Transaction

If you decide not to proceed with a requested transaction, you can reject it through your PatientFi Borrower Portal. Follow these simple steps:

Steps to Reject a Transaction

1. Log In to Your Borrower Portal

• Access your Borrower Portal by logging in here.

2. Navigate to "My Transactions"

• Click on the "Continue" button on the "You have a Pending Action" pop-up.
• If you do not have a pop-up for a pending action, click on "Action Required" or look for the red circle with a #1.

3. Click "Accept" 

***A transaction requires five steps to accept. Clicking 'Accept' is not the final step; The 'Reject this Offer' button is located in step three.***

• Click "Accept" next to the transaction you would like to reject. 

4. Click Continue at the bottom of the page

• This step verifies the amount for the transaction you would like to reject.

5. Find the "Reject Offer" button

• On the "Plan Selection" page, scroll to the very bottom to find the "Reject This Offer" button
• Verify you want to reject the treatment by clicking "Yes, Reject"

What Happens Next?

• Notification to Your Provider: Your medical provider will be notified immediately after you reject the transaction.
• Change of Mind: If you reject the offer by mistake or decide to proceed later, refer to Accepting a Rejected Transaction for guidance.

For further assistance, contact our Support Team at (866) 734-5979 or email us at support@patientfi.com. We're here to help!