Navigating Your PatientFi Payment Portal

⏱️ Time to Read: 10 minutes

Quick Links

• Dashboard Overview
• Making Payments
• Managing Payment Sources
• Viewing Documents
• Account Settings

Key Features at a Glance

• View current balances and payment due dates
• Make one-time or recurring payments
• Access billing statements and tax documents
• Update payment sources and personal information
• Manage communication preferences

Dashboard Overview

Your dashboard shows:

• Total balance
• Next payment due date
• Recent account activity
• Quick access to statements
• 💡 Tip: Click "Manage Account" to access account documents.

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Making Payments

One-Time Payment

1. Click "Make a one-time payment"
2. Select payment amount
3. Choose payment date
4. Select payment source
5. Review and confirm

Recurring Payments

1. Click "Manage recurring payments"
2. Select:
   • Payment amount
   • Frequency
   • Payment source
   • ⚠️ Note: Auto-pay gives 0.25% interest rate discount on fixed-rate loans

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Managing Payment Sources

1. Click "Manage Payment Sources"
2. Options:
   • Add new bank account (routing/account number required)
   • Add new debit card
   • Set default payment method
   • Remove payment sources

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Accessing Documents

Find important documents under "Account Documents":

• Access by clicking on "Manage Account" followed by "Account Documents"
• Payment history
• Billing statements
• Repayment schedules
• Correspondence
• Tax documents
• 💡 Tip: documents can be downloaded as PDFs

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My Profile

Manage your:

• Contact information
• Password and security settings
• Communication preferences
• Mobile and email notifications

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Need Help?

• 📞 Payment Support: 877-312-3625
• 📧 Email: PatientFi@youronlineaccount.com
• ⏰ Hours: Mon-Fri 8:00 AM - 6:00 PM CT