Accessing Account Preferences
Updated at February 18th, 2025
Table of Contents
The Patient Portal allows patients to be able to managing their account preferences using the My Account menu option on the top navigation bar. It has the following options:
- Profile
- Payment Methods
- Plans & Subscriptions
- Notification Settings
Figure 37 - My Account
My Profile
The My Profile screen allows the patient to view/edit their name, date of birth, address, email, password, home phone and mobile phone.
Figure 38 - My Profile
Payment Methods
The Payment Method screen allows the patient to edit their payment methods stored in their digital wallet. Any card or bank account used by the patient to make a payment is automatically saved on file. This makes paying future bills, even from multiple providers, convenient. Patients can add a new payment method or edit/delete an existing payment method. They can also enroll or unenroll any payment method in Auto-Pay, if enabled by the provider.
Figure 39 - Payment Methods
If you add a new payment method, you can choose whether to enter a Credit/Debit card or Bank Account.
Figure 40 - Add Credit/Debit Payment Method
If you want to enroll or unenroll in Auto-Pay, you can edit the payment method. You can also edit the maximum bill amount by provider.
Figure 41 - Edit Payment Method Auto-Pay
Plans & Subscriptions
The Plans & Subscriptions screen allows the patient to manage their Now payment plans and subscriptions. Patients can change the payment method for any plan or subscription, and they can cancel their subscription. This eliminates the need to call into the provider to have an admin assist them.
Notification Settings
The Notification Settings screen allows the patient to opt-in or opt-out from email, SMS text and paper communications. NOTE: The patient must leave at least one form of communication enabled for bill communication.
Figure 42 - Communications Settings
Important Note About Opt-Out
If a patient has an active payment plan to which the email and/or phone is linked to, the patient will continue to receive notifications regarding the payment plan (i.e. receipt, automatic payment reminders) even though they may be opted out. If a patient has opted out of email and/or text and has an active payment plan plus a new bill, the patient will receive notification regarding the payment plan as stated above, however, he/she will not receive notifications for the new bill through the method of communication he/she has opted out.
Help
The Help screen provides important assistance for patients that have questions or need to contact Support. A Frequently Asked Questions (FAQ) section provides answers to common questions. The Contact Us link points to the contact form and the phone number is linked for convenience as well.
Figure 43 - Help