Practice by Numbers lets you securely save and manage patient bank accounts for Pay by Bank (ACH) payments.
Once you link a bank account to a patient, you can select it when collecting future Pay by Bank payments.
Manage Bank Accounts from Charge Patient
To view a patient's saved bank accounts:
Open Charge Patient for the patient.
Select Manage Bank Accounts from the left navigation.
If the patient does not have a saved bank account, select Link Bank Account to add one. The patient will connect their bank securely through Plaid by signing in to their bank account.
Managing Existing Accounts
When a patient has one or more linked bank accounts, they are displayed under Manage Bank Accounts with the bank name, account type, last four digits, and date linked.
From here, you can:
View linked bank accounts
Remove a linked bank account using the trash icon
Link an additional bank account
Manage Bank Accounts from Payment Methods
You can also manage bank accounts from the patient's Payment Methods.
Navigate to: Payments → Select Patient → Payment Methods → Bank Accounts
The Bank Accounts tab appears alongside the Cards tab. For each linked account, you can view:
Bank name
Account type
Last four digits
Date linked
You can also link another bank account or charge the patient from this window.
How Patients Manage Saved Bank Accounts
Patients can add a bank account as a saved payment method from the Patient Portal, or save one while paying through the Patient Payment Portal.
When paying, patients with one saved account will see it listed. Patients with multiple accounts can select the account they want to use, or choose Use a new bank account to pay from another account.
Note: Setting a default bank account is not currently available. Patients select which account to use each time they pay.
Bank Account Security
Plaid handles bank connections entirely. Patients sign in through their own bank, and Practice by Numbers never stores or accesses their bank login credentials. Only identifying information such as the bank name, account type, and last four digits is displayed.
ACH Authorization
ACH payments require authorization from the bank account holder. The required authorization disclosure must be acknowledged before an ACH payment can be processed: "By connecting your bank account, you are authorizing debits to your account for any amount owed for use of our services and/or purchase of our products, until you revoke this authorization."