Update Banking Info

You can manage your practice's banking details directly through the Provider Portal.

How to Update in the Portal

1. Navigate to Admin & Tools.

2. Select Administration.

3. Click on Provider Settings to view or edit your banking information.

Unable to Update?

If you do not see the option to edit your banking details, please submit a request via email to support@patientfi.com.

Security Requirements: To protect your account, the request must meet the following criteria:

• Sent from: An email address with your practice’s domain (e.g., @practicename.com).

• Authorized by: A user listed as an Admin in our system.

• Details to include: The practice name and a clear request to update your banking information.