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  3. Customer Portal Management

Customer Portal Management

We make it easy for your patients/clients to manage their payment plans and make payments in one convenient location.

Creating an Account

Click Create An Account to create a MyHFD account after their payment plan has been set up



On the first step, enter the date of birth, email, and confirm with the Captcha


Next, create and confirm the password, set a recovery question, and agree to the terms and conditions.

Click Create Account

Finally, an email will be sent to confirm the details and the account is ready.

Dashboard

From the dashboard of the MyHFD customer portal, patients/clients can view

  • Payment history
  • Balance information
  • Next payment due date
  • Account alerts

One-time payments can also be initiated from the account dashboard

By selecting View Finance Details an expanded view of the patient’s account history can be accessed.

In this expanded view, patients can access a summary of the payment plan, shorten their term length, and download their signed agreement.

Payments

One Time Payment

Making one-time payments is a breeze, simply click Pay Now from the dashboard or select the Payment tab in the navigation menu.

Profile

Manage Auto Pay

To manage the account automatic payments are withdrawn from, click Edit automatic payment method from the profile section.

Update primary payment method. Patients/clients choose to make automatic payments from a range of payment types and in some cases even an HSA/Flex spending account.

To ensure payments are withdrawn from the correct account, payment method updates should be made 48-72 hours ahead of their next payment date

Update Profile

To manage and update patient/client contact information click Edit contact information from the profile section.

Once there, patients/clients can update their address, phone, email, and preferred language.

Manage Multiple Payment Plans

Managing multiple payment plans is easy, all a patient/client needs is their HFD application ID and they can manage multiple payment plans from any provider from one user login.

  • To associate payment plans, simply click Profile from the menu bar
  • Next select Claim My Application
  • Enter HFD Application ID – this can be obtained from the original email after setting up a payment plan or by contacting HFD at 877-874-3877
  • Enter the patient DOB and Email and select Claim Application

Patients can then toggle between payment plans from the dashboard

Updated on April 11, 2023

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