When Do I Select My Payment Plan?

When to Select Your Payment Plan

You will select your payment plan after your medical provider initiates a transaction and you log in to your PatientFi Account Portal to approve it.

Here’s how the process works:

1. Receive Notification from PatientFi
   • Once your provider submits a transaction request, you will receive an email notification from PatientFi letting you know the details are ready for review.
2. Log In to Your Borrower Portal
   • Use your credentials to log in to the Account Portal.
3. Select the Pending Transaction
   • Navigate to the "My Transactions" section to view the pending request from your provider.
4. Choose Your Payment Plan
   • Review the available payment plans. Options will vary depending on the terms offered by your provider and the promotional financing you may qualify for.
5. Finalize the Transaction
   • Confirm your selected payment plan and approve the transaction. Funds will be disbursed to your provider immediately after your approval.

FAQ

What if I don’t approve the transaction?

If you decide not to move forward, you can reject the transaction in your Account Portal. See our article on Rejecting a Transaction.

Disclaimer: Some providers may require a down payment and any questions regarding an upfront cost should be discussed directly with your provider. Additionally, some approvals require down payments based on creditworthiness.