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Quick Guide to the HFD Provider Portal

Welcome to the HFD Provider Portal, your all-in-one patient financing platform. Learn the essentials so you can start offering flexible payment options that help your patients say “yes” to care.

Discover the Provider Portal

The HFD Provider Portal brings all your patient financing tasks together — like sending pre-qualification links, starting a new patient application, managing payment plans, and accessing essential reports — all in one convenient place. It's designed to keep things simple and efficient, so you can spend more time focusing on your patients.

💡Once you have access, bookmark the portal in your browser so you can log in quickly whenever you need it.


What you can do in the Portal:

 

Track Payment Plans

Your dashboard is a starting point for sending your Pre-Qual application, view recent activity, and manage status summaries.

👉 Here are a few helpful articles to learn more:

→ Payment Plan Management at a Glance

How to Start the Pre-Qualification Process




Start Applications: Submit new patient applications.

👉 Here is a helpful articles to learn more:

→How to Submit an Easy Application




Payment Plan Details: Review specific account details and manage patient records by clicking the APP ID.

👉 Here are a few helpful articles to learn more:

→Requesting an Adjustment

→Payment Plan Servicing


AppID GIF

Reports Tab: Generate and export detailed funding and performance data.

👉 Here is a helpful articles to learn more:

→Funding Summary Report




Account Settings: Add team members, manage permissions, access Pre-Qual links, and update practice details.

👉 Here are a few helpful articles to learn more:

→Inviting Provider Portal Users

→Accessing Custom Pre-Qual Links and Text Code


Settings GIF

Resource Center: Access self-service training materials or connect with your support team for assistance.

rESOURCE cENTER gIF

Check out this short video to discover even more!

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