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  2. Account Basics

Account Basics

This category covers the essentials for setting up and managing your PatientFi account. Learn how to register, log in, and access your account documents. You’ll also find information on updating account details, adding authorized users, and closing your account.

Account Management

  • Adding an Authorized User to Your Account
  • Where Can I View my Loan Balance?
  • How can I Update my Account Information?
  • Setting Up and Managing Autopay
  • How do I Close my Account?
  • Is There a Fee to Apply?

Account Setup & Registration

  • What is my account number?
  • Navigating the Payment Portal
  • Understanding Your PatientFi Portals
  • Accessing Account Documents
  • Why Can't I Register for the Payment Portal?
  • How do I Log in to my Account Portal?
  • See all 7 articles

Transactions

  • Accepting your PatientFi Transaction
  • Next Steps After Getting Approved
  • How Do I Pay My Provider with PatientFi?
  • How Can I Cancel a Transaction?
  • Rejecting a Transaction

Spending Limits & Usage

  • What Happens If My Spending Limit Expires?
  • What is a Spending Limit?
  • Understanding Your Spending Limit and Available to Spend
  • Requesting a Spending Limit Increase
  • Using PatientFi for Multiple Treatments
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© 2025 PatientFi, Inc. All Rights Reserved. Irvine, California 92618. NMLS ID #1719196 is not a bank. Financing credit is extended by participating banks and credit unions for the purchase of goods and/or services from participating healthcare providers. Loans require an application and are subject to credit approval. See patientfi.com/lending-partners for more information.
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