Bank Account Added to Receive Settlements

Effortlessly set up your bank account to receive settlements. Optimize your billing process with secure and convenient transactions

1. Click on Settings in the top right-hand corner
2. Select the Billing tab
3. Select the Online Billing tab
   
   
   
   
4. Accepted Online Payments – If you are a multi-location organization, identify if you will be adding a Master Receivables Account or Receivable Accounts by Location by selecting the appropriate option from the drop-down menu
5. Toggle on Online Payment
6. Toggle on which payment methods you are going to accept from your families
   
   
   
   
7. Fill out the Secure Receivables Account Setup (1 of 2) form and send your required billing documents to your Success Coach, (if you have not already done so)
8. Click Submit Application
   
   
   
   
9. Once your application has been approved,  fill out the Secure Receivables Account Setup (2 of 2)  form with your bank account information. You will not be able to access this section until you have received an approval message from the section above. You will know your application has been approved when the Account Verification Status bar is Green and says Account Application Complete.
10. Click Link Bank Account