Payment Methods

Accepted Payment Methods

PatientNotes accepts the following payment methods:

Adding a Payment Method

Add a payment method to start or continue your subscription:

1. Go to Settings → Billing
2. Click "Add Payment Method"
3. Choose card or bank account
4. Enter your payment details
5. Click "Save"

Adding a Credit Card

Enter the following information:

• Card number
• Expiration date
• CVC/security code
• Billing address (must match card statement)

Adding a Bank Account (ACH)

For bank transfers, you'll need:

• Bank name
• Account type (checking or savings)
• Routing number
• Account number

Bank accounts may require verification via micro-deposits (small test transfers that you confirm).

Updating Payment Information

Update your payment method if your card expires or you want to switch:

1. Go to Settings → Billing
2. Find your current payment method
3. Click "Edit" or "Update"
4. Enter new payment details
5. Save changes

Removing a Payment Method

To remove a payment method:

1. Go to Settings → Billing
2. Find the payment method to remove
3. Click "Remove"
4. Confirm removal

Payment Security

Your payment information is handled securely:

• Encryption: All data is encrypted in transit and at rest
• Tokenization: Your card details are tokenized by Stripe
• No storage: We never store or have access to your full card number
• Fraud protection: Advanced fraud detection prevents unauthorized charges

Troubleshooting